Reporting

• H

  How to get comprehensive data for income tax prep?
  

  2
  0
  VOTES
  2
  Posts
  118
  Views

  

  Hi Heather, MyVR has a new report available via Manual Export that can help: the Reservation Financial Summary Report. You can export this from MyVR via Setup > API & Data Access > Manual Export > Financial Summary This new export gives you quick access to all your reservation financial information so you can easily analyze performance, do your accounting, and provide reports to your owners. To view all the financial data for your reservations in one report, filter and download your data from the Financial Summary tool in the Reservation section under Setup->API & Data Access->Manual Export in the left hand navigation menu. This report contains your reservation information - including property, source, and a full financial breakdown - on one line per reservation. You can open the CSV file in any spreadsheet program, including Excel and Google Sheets. When it's exported, here's a snippet of some of the data you'll see in a single line (note, there are additional fields when the actual report is exported, my screen was not large enough to show you each of the column headers): You can read the full product update in MyVR from your name drop down in the top right corner > Product Updates. I hope this helps! -Anne Kohn
• J

  Reporting Question
  

  2
  0
  VOTES
  2
  Posts
  197
  Views

  

  Hi Julie, I am sending you a direct message to follow-up. In short, although this is currently unavailable through MyVR's Reporting feature there is a manual workaround available for accounts with API access. -Anne
• Y

  Solved I would like to follow the instructions by the phone, I am an Spanish speaker and is hard for me to understands.
  

  2
  0
  VOTES
  2
  Posts
  143
  Views

  

  Hi Yadira, I apologize for the inconvenience, but at this time MyVR does not offer phone support. We do have an email-based Support team and more help here: Help Center. I would also recommend copy/pasting those report steps into an app like Google Translate or similar for a rough translation. Best, Anne
• 

  Booking reports
  

  5
  0
  VOTES
  5
  Posts
  460
  Views

  

  Gureat idea, @Basil-Kezios and happy to hear about the newest export feature, @Anne-Kohn !
• J

  Reservations Report without Canceled Reservations
  

  3
  0
  VOTES
  3
  Posts
  456
  Views

  

  @jared-radtkey - If you're looking for a report of upcoming reservations (without cancellations), you can filter your reservations list as shown below. Select "upcoming" reservations, and then when you choose Reservation Status, uncheck all of the cancelled reservation choices. But if you need the list in CVS format, you will need to export all, and then sort and delete the cancelled reservations from the list. -- Jenny
• 

  Solved One off charges
  

  6
  0
  VOTES
  6
  Posts
  1427
  Views

  

  Hi @Basil-Kezios and @Carole, Looking at the Payments.csv export, it appears that one off charges are exported in the same way as all other payments. Such payments include the guest name, the reservation ID, etc. Are you simply looking for a way to identify payments in the Payments.csv export as one-off payments? Maybe a new column called "One-Off Charge" that would either be "True" or "False"? If that's what you're looking for, you can submit a feature request and our product team will consider adding it. As @Darrell-Looney112 mentioned, adding items to quotes is really the best way of going about things for reporting purposes even if it's a bit more cumbersome than adding a one off charge. We do have a "Modify Terms" button that allows you to quickly make modifications to the existing terms and record renter agreement for the new, updated terms. After selecting that you want to modify the terms, you can choose to build new terms from an existing quote. The little book icon indicates which quote is your current terms. You do not need to send these new terms to the renter for them to be applied. After you save the new terms, you will be asked if you want to agree to them on behalf of the renter. I understand this this takes more steps than a one off charge, but it will make all of your reports work much more smoothly. Best, Danny
• M

  Revenue reporting question
  

  2
  0
  VOTES
  2
  Posts
  745
  Views

  

  Hi @Marriott-Murdock, When you mention realized / transferred revenue, are you referring to revenue that has been transferred to your bank account that hasn't been tracked by MyVR as a reservation payment? If so, MyVR has no access to this information and cannot generate reports based on it. You would need to get data about those transfers from your bank and likely use a spreadsheet or other software to combine that bank data with data you've exported from MyVR. Best, Danny
• 

  Solved Export Contacts (from Reporting > Views)
  

  3
  0
  VOTES
  3
  Posts
  1467
  Views

  

  Thanks Mike! Not sure how I missed that while searching but thank you so much Cheers, Kirk
• C

  Reporting | Revenue by Stay Dates Report
  

  7
  0
  VOTES
  7
  Posts
  2571
  Views

  

  What I am looking for is the Revenue which was 'earned' by a particular property in a month (sum total of the amount collected by the bookings for that month) The Revenue by Stay Dates report should get you that number. It is the total non-refundable value of all reservations within a date range (e.g. a month). You can view this total per-property in the report. One caveat, however, is that the Revenue by Stay Dates report will round the monthly revenue numbers to the nearest dollar. Also, this report will include all non-refundable money in a reservation even if it hasn't been collected yet. That means scheduled and overdue payments will be counted in this report. Another thing to note is that if a reservation has stay dates across months (e.g. a June 29 to July 9), the Revenue by Stay Dates report will allocate money to each month by the percent of the stay in each month. For example Reservation Dates: June 29 to July 9 Reservation Total Nonrefundable Value: $100 Nights in June: 2 Nights in July: 8 Percent of Nights in June: 20% Percent of Nights in July: 80% Revenue by Stay Dates in June: $20 Revenue by Stay Dates in July: $80 Cheers, Danny
• V

  Solved Listing Reservations With a Check-in Date Within a Given Date Range
  

  4
  0
  VOTES
  4
  Posts
  1680
  Views

  

  Hi Vivin, If I understand you correctly, you are looking to create a report that will have the reservation information for all reservations with a check in date between an earliest and latest date. While you can't select a latest check in date, you can select an earliest check in date and a latest check out date before exporting reservation data. This should narrow down the export to roughly the range you are looking for. Once you have the CSV file, you can sort the rows by the check in date and remove any rows at the end that have check in dates past the latest check in date that you desire in the report. This should leave you with only the reservations that have a check in date between an earliest and latest date. If you simply desire the total number of reservations with a check in date between an earliest and a latest check in date, you can still follow the steps I described above to create the spreadsheet. Once you've done this, you can look at the row number of the last filled-in row of the sheet. Subtract one from that number (for the sheet's header), and you should get the total number of reservations with a check in date between an earliest date and latest date. Finally, you can also purchase a reservation data import service (we're happy to do a custom export instead of an import) through us to generate the report you desire. Cheers, Danny
• 

  Solved Exporting Rental Income Data
  

  2
  0
  VOTES
  2
  Posts
  1346
  Views

  

  Hi Jenny, Right now, the export options under Setup > API & Data Access > Manual Export are MyVR's only options for retrieving your data as a spreadsheet. Other options for retrieving reservation data include using our API and purchasing our Reservation Data Import Service. We might be able to negotiate doing an export instead of an import for the service, but we would need to investigate and discuss this option with you. Cheers, Danny