Vessel lists: Boat Lists & Resort Lists

A list is a reusable template for exporting who is travelling — a passenger manifest for the harbour master, a dietary sheet for the galley, a dive-certification list, a price sheet. You define the columns once; from then on the crew generates the filled document for any departure or date in two clicks (see Generating and printing lists).

Who can access this: Boat Lists requires the Vessels permission and the Liveaboard module; open Master Data → Boat Lists (/vessellist). Resort Lists requires the Resorts permission and the Resort module; open Master Data → Resort Lists (/resort/lists). Creating, editing, or deleting a list works with the create/edit/delete permission of either group — Vessels or Resorts — because both pages manage the same kind of record.

The two pages are the same tool: each shows the lists tied to that asset kind, and a list with no asset restriction appears on both. Only the generation differs — a boat list is filled per departure, a resort list per date (see the next page).

The list overview

Boat list builder with draggable columns

The overview shows every list template with:

Column	What it shows
Status	A dot: green = Active, yellow = Draft. Only Active lists are offered on the print menus.
Name	The list's name, plus its File name when one is set.
Columns	How many columns the list defines.

Use the row actions to open, copy, or delete a list. Copying creates "name (copy)" as a Draft — handy for building variants of a master manifest without touching the original.

Creating or editing a list

Field	What it does
Name	The list's internal name.
Language	The language the document is produced in. When set, it overrides the language of whoever clicks Print.
Status	Active or Draft. Only Active lists can be generated.
Template Type	media = the output is built from a document in your media library (Word, Excel, or plain text). html = it is built from an HTML mail template.
Media	The actual template: a searchable picker over your document assets (for media) or a dropdown of mail templates (for html).
Asset	Which vessels/resorts this list applies to. Leave empty for all; Select All ticks every asset at once.
Sort by	The order rows appear in — by cabin (the default), last name, first name, nationality, birthday, arrival, arrival then cabin, or departure.
File name	The generated file's name. Left blank, it fills in from the chosen template.
State	Which booking states are included: Confirmed (the default), Option / Hold, Cancelled.
Columns	The columns to print — see below.

The output format follows the template you picked: an Excel template produces an .xlsx, a Word template a .docx, a plain-text template a .txt, and an HTML mail template is rendered to a PDF.

The column builder

Click Add row to append a column. Drag the handle to reorder (or use the up/down arrows), and the trash button removes a column. Every column has a Type, usually a Value picker, and an optional Title — the heading printed in the document. Leave Title empty and a sensible heading is derived from the chosen field.

Each column's Type decides what it pulls for each guest:

Type	What it outputs
Increment	An automatic running row number (1, 2, 3…).
Text	A fixed heading with an empty cell — for columns filled in by hand, like a signature.
No Item	An empty placeholder column.
Guest form	An answer from the online guest form — passport number, allergies, dive certification, or a whole form group at once (the "All …" options).
Customer	A value from the customer record: full name, customer type, number of stays/nights/bookings, revenue, last stay, or their loyalty level.
Booking	A value from the booking: cabin number/name/type, bed type, arrival, departure, nights, booking number, reference, agent, sales rep, prices (open, on-site, direct), comments, supplements.
Products	A whole product category for the guest — with variants for on-site, direct, or free items.
Product	One specific product: pick the Product Category first, then the product.
Todo	The status of a to-do item on the booking — one item, "All", or "All solved".
Price	A fixed amount you type into the template, per currency — for price sheets.

Note: Products (plural) prints a whole product category; Product (singular) prints one specific product. Easy to mix up when building a list.

Tip: Build one master manifest with the columns your crew always needs, then copy it and swap a few columns for the special-purpose variants — immigration, catering, dive certs. The copy starts as a Draft, so it never appears on print menus until you switch it to Active.