How to Use Reports: Tips & Tricks

Indio’s reporting system helps track reservations, financials, occupancy, and operations. Using date ranges, filters, sorting, and exporting streamlines workflow and improves management. This guide ensures you get the most from Indio’s reports.

1. Navigating to the Reports
   1. Login
      Use your credentials to access the dashboard.
      
      
      
      
      
   2. Navigate to Reports
      From the main menu, click on Reports
      
      
      
      
      
      
   3. Choose from report categories
      
      
      
      
      1. Front Desk
         These reports will give insight to the daily operations of the RV Parks. You can pull reports for:
         
         1. Arrivals and Departures
         2. Site Availability
         3. Site Inventory
         4. Reservations
         5. Maintenance List
      2. Occupancy and Revenue
         These reports track site usage and financial performance. You can pull reports for:
         
         1. Occupancy by Site
         2. Revenue by Site
            
      3. Financial
         These reports will address the remaining operational details. 
         
         1. Daily Cash
         2. End of Day
         3. Accounts Receivable
2. Setting Date Ranges
   1. How to set a date range
      1. Click the Calendar selector within the report
      2. Choose a Start Date and End Date to customize the time frame
         
         
         
         
      3. Use Preset Options like Current Month, Last Month, or Last 3 Months for quick selections
         
         
         
         
   2. Best uses
      
      1. 1. Select a single day or week to track revenue and transactions to report daily case of end-of-day reports. 
         2. Use monthly or quarterly views to identify booking trends and site utilization in terms of occupancy. 
3. Filtering by Property, Site, and Other Criteria
   
   1. How to apply filters
      1. Select the Property Filter to view data from a specific location (for multi-property managers).
      2. Select the Property Filter to view data from a specific location (for multi-property managers).
      3. Use Advanced Filters for revenue trends, maintenance tasks, or guest history.
         
         
         
         
   2. Best uses
      
      1. Site Reservations Report: Filter by site type to check availability.
      2. Accounts Receivable: View outstanding balances for a specific guest or date range.
      3. Maintenance Reports: Identify sites that need inspections or repairs.
4. Sorting Data for Better Analysis
   1. How to sort reports
      
      1. Click any Sort By drop down and select desired option. Options will be different per report type. 
         
         
         
         
      2. Re-sort columns as needed to compare data points.
   2. Best uses
      
      1. Occupancy Rate Reports: Sort by highest-to-lowest occupancy to assess site demand.
      2. Accounts Receivable: Prioritize overdue balances by sorting by amount due.
      3. Check-Ins & Check-Outs: Sort by arrival date to organize daily front desk operations.
5. Exporting Reports for External Use
   1. How to export reports
      1. Click the Export button within any report.
         
         
         
         
      2. Save reports for financial tracking and future forecasting.
   2. Best uses
      1. Accounting Teams: Export revenue reports for bookkeeping.
      2. Management Meetings: Provide occupancy reports for business planning.
      3. Forecasting: Track revenue trends by exporting Revenue by Site reports.
6. Printing Reports for On-Site Use
   1. How to print reports
      1. Click Print within any report.
         
         
         
         
      2. Adjust settings for landscape or portrait mode for better readability.
      3. Distribute printed reports to staff as needed.
   2. Best uses
      1. Site Availability Reports: Print daily for front desk reference.
      2. Maintenance Lists: Provide housekeeping and maintenance staff with to-do lists.
      3. Arrivals & Departures Reports: Use for morning rounds to confirm check-ins and check-outs.
7. Using Reports for Walk-Arounds & Operations
   1. How reports can help
      1. Maintenance & Housekeeping: Print the Maintenance List to track site inspections and repairs.
      2. Check-Ins & Check-Outs: Use the Arrivals & Departures Report to ensure sites are guest-ready.
      3. Occupancy & Site Use: The Occupancy by Site Report helps track which sites are filled.
      4. Financial Walkthroughs: The Revenue by Site & Daily Cash Reports assist in monitoring daily earnings.
8. Best Practices
   1. Review reports daily to keep financials, reservations, and site statuses updated.
   2. Use sorting and filtering to quickly find the most relevant data.
   3. Export key reports for record-keeping and accounting.
   4. Train staff on how to access and interpret reports for better operational efficiency.