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The Item Analysis Report displays all of the Inventory Items sold in "Add Charge" (OTHER than Room Rent) in a chosen the selected date range.The Report includes the Booking #, Room, Folio Name, Item, Date, User, QTY, Extended Price.

The Report is categorized by Inventory Group which can be setup in SETUP | PARAMETERS | INVENTORY GROUPS.  There can be as many Inventory Items and Groups as needed. See Inventory Items

The Report can also be used to track and report on Inventory Items that have a zero dollar value. This is useful for tracking items that need to counted for Housekeeping or Front Desk needs.

If further detail is needed on any category, then use the Transactions Report and select the "Transaction Category" in the drop-down menu and use the same date range to get a detailed list of transaction in that category. You can also leave the drop down on "Select from list" for a list of all transactions during the time frame.

Note: Items can be charged for future dates, such as check-in date, so that the item charge on the folio coincides with the booking dates or to use the Item Analysis Report to plan for items that need to be ready for upcoming guest bookings. For example, a guest orders flowers and you need to know which bookings for the upcoming week to order flowers for. Learn how to post charges to the folio on dates in the future, see Advanced Charges to Folio

All advanced charged can also be tracked in the Advanced Charges Report (tracking what Charges are to be delivered in the future)

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Daily Reports

Children Display
pageDaily Reports

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  • Go to REPORTS | DAILY REPORTS | ITEM ANALYSIS
  • Click on Item Analysis Report
  • Choose Date: Choose a single date or date range. I.e. for a single date choose Dec. 1, 2015 and Dec. 1, 2015 in both the start and end dates. 
  • Transaction Type: Choose Choose an Individual Item or Select all for a Report of all items.These types are categorized by Inventory Group which can be setup in SETUP | PARAMETERS | INVENTORY GROUPS.
  • IF you want to include $0 Inventory Items on the Report checkmark the box,"Include Zero Dollar Items:"
  • Choose the report format: HTML, Excel or Text.
  • Click Generate Report

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