Reservations List

To access the Reservations List, go to:

1. Reservations
2. 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 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.

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.

From the grid, the shortcut menu provides easy access to common tasks (see image below).

To activate the shortcut menu, click on the "three-dot" icon beside the reservation or right click on a reservation:

1. Reservation Folio: view or edit the booking
2. Booking Action History: see all activity for the reservation such as the date and staff member that made the change
3. View in Reservations Manager: view the booking in the Reservations Manager to cancel it
4. Move Booking: select a different unit to move the reservation into
5. Copy Booking: duplicate the reservation into another unit
6. View Guest Details: open the Guest Details Window to view or edit the guest contact details
7. Assign Floor Rate Set: Override the rateset against the booking to display the floor rate (wholesale rate)
8. Send Confirmation: send an email on-demand from the reservation to a guest or owner

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.

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."

To remove the grouping and go back to the default list, simply drag and drop the column back into the table:

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.'

To export the grid into an excel spreadsheet, click the "export" icon: