We have about 40 properties in Owner Rez, but our relationship with each of those clients varies slightly. Some clients manage their own channel bookings but we handle check ins, some properties we do the accounting for them, others have their own accountant.
When we run reports like the Line Item Pivot report we can go through and individually select which properties we want to include but with 40+ properties this is extremely time-consuming.
It would be so helpful if we could create tags for our properties that categorize them based on the services we provide. When we run reports to send to our accountant we could then include only the properties for which we provide accounting services.
I think the filter by Tags could be very useful for many OR clients.
This is a good one for sure and already in our plans to do. 👍
This is a good one for sure and already in our plans to do. 👍
@Paul - any timelines on this one?
Not scheduled yet, but thanks for the nudge!
It would be great if we could run a report (for export) that shows bookings along with tags. I see the report that will show current stays with tags, but not all bookings with tags.
It would be great if we could run a report (for export) that shows bookings along with tags. I see the report that will show current stays with tags, but not all bookings with tags.
That should be possible, unless I'm misunderstanding what you're after.
Go to the main Bookings display, choose List view, and use the Filters button. Among the many, many filters are "Has Any of These Tags" and "Has None of These Tags." And, you can use the date filters, so you aren't restricted to any particular subset of stay times.
The resulting filtered list can be exported to Excel, and includes way more data than is displayed on the screen.
Thank you! Yes - that works. I was focusing on the "reports" page. I see how it can be accomplished on the "Bookings" page. Thanks for your quick reply!