The Reservations List displays all reservations for all units in one grid.
The Reservations List is a great way to quickly search for a reservation by looking up the guest name or Reservation ID. Additional filters and search criteria can be applied.
In addition, the Reservations List is a very powerful tool for generating custom reports such as Arrival/Departure reports, Bookkeeping and Financial Reports, and other helpful reports that can be used by the reservation team.
To access the Reservations List, go to:
- Reservations List
Each column in the table represents different data such as the reservation source, if it is tentative, arrival and departure dates, and the guest name. The grid also displays totals and balance due information by default.
Above each column, is the "Column Header" which shows the name of the data found in the column.
Additional filters can be applied to narrow down the reservation results. To apply a filter, select "Search & Filters" from above the grid:
A new panel will open with the available search and filters:
Search for a Reservation
The Reservations List is a great way to quickly find a reservation by looking up the guest name or the reservation ID. For instance, if a guest is on the phone and has a question about their stay, go to the Reservations List, and type in the guest first or last name in the "Search" bar.
After typing the name or reservation ID, click the drop-down "Search" button and specify to look up by Guest Name or Reservation Ref (ID):
Note: When using this search function, the dates entered in the 'Date Range' filter box are ignored.
Another way to search by the guest name or Booking ID, is to simply type it in the white-space field under any column in the grid and then select the "Enter" button on the keyboard:
Searching this way, will only show reservations that fall within the specified date range and meet the filters that were applied. If there is a reservation for a guest named "Eileen" not in the specified date-range, it will not appear here and it would be best to use the Search field in the Search & Filers panel instead. Or it is recommended to enter a wide date-range when searching for reservations.
Search for reservations within a specific date range filtered by rental dates, date booked, arrival or departure date, or canceled date:
Search by Unit
Show reservations in the grid for only one unit or multiple units. Use the checkbox in the Unit Chooser to select the applicable units:
Choose data to load into the table including financials, guest contact details, tentative or cancelled reservations, reservation extras or flags, and comments. Multiple options can be applied, but keep in mind, the more data added, the longer the grid will take to load.
Color Key Filters
Search for reservations with current guests, arriving today, arriving within a week, or future guests. Additionally, choose to show native bookings, agent bookings, outbound bookings, or all.
Apply or Clear Filters
After selecting the desired filters, click "Apply & Close," the table will re-load with the specified data. Alternatively, to clear any filters, click "Clear Filters," and the table will reset.
Just like with any other table in CiiRUS, it can be customized; new columns can be added, columns can be removed, it can be sorted, grouped, or filtered by a column.
To customize the table, click on the "Field Chooser" icon. A window will open that displays all of the available columns that could be added into the table.
To add or remove a column, simply click the checkbox to add the column into the table or uncheck it to remove the column:
Columns can be made smaller or larger by hovering over the Column Header and when the icon appears, move it in or out to make the column smaller or larger.
How to 'Group' Reservations
From the Reservations List, reservations can be grouped by any column. For instance, bookings could be grouped by the unit to make it easier to see how many reservations there are for each unit.
To group by a column, simply drag and drop the column header into the space above the table that states, "Drag a column header here to group by that column."
The same logic applies for any column.
To remove the grouping and go back to the default list, simply drag and drop the column back into the table:
Save & Load Report Layouts
Using the Reservations List, customize the grid using the ‘Search & Filters’ option or by adding columns using the ‘Field Chooser.’ You can then save your customized report with a friendly name so any staff member that logins into your CiiRUS account can quickly retrieve it from the dropdown below. The system also offers pre-configured reports that you can load, modify, and then save with a different name. Please note, the pre-configured reports cannot be deleted.
To access the pre-configured reports or to save new reports, click the "Reports" button:
To open an existing report, select the report from the dropdown menu:
Then select "Load Report" to load it into the grid:
Alternatively, new reports can be saved into the system to quickly load in next time. These reports can be accessed by any staff members that has permission to access the Reservations List.
To save a new report, after customizing it using the filters and the 'Field Chooser,' click on 'Reports' again and then click 'Save View.' Enter a name for the report and click "Save."
To delete a saved report, select the report from the drop-down and select 'Delete Report.'
Please note, the pre-configured reports cannot be deleted.
Also, date ranges are not saved in the report. Once loading the report, go to 'Search & Filters' to apply the desired date range.
To export the grid into an excel spreadsheet, click the "export" icon: