Before you start: shared controls

Every report in this chapter is built from the same few pieces, explained once here.

• Date range — click the date field to open a calendar. Pick a start and end day, or choose a preset such as This Month, Last Month, Last 3 Months, This Year, or Last N Days.
• Group By — most reports also show a Day / Week / Month / Year selector that controls how rows or chart points are grouped.
• Asset — if your company runs more than one property, an Asset filter narrows the report to one or more of them. It is hidden when you only have one.
• Refresh — the circular-arrow button reloads the report with your current filters.
• Export — a download icon offers CSV and, on most pages, Excel. CSV files use a semicolon (;) as the column separator so they open cleanly in Excel or Numbers — Hotel Metrics is the one exception, see below.

Tip: Which tab you're on is saved in the page address on multi-tab reports (Finance, Booking), so you can bookmark or share a specific view.

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