Overview
RoostSync provides comprehensive reports to help you understand your business performance. Access reports from the Reports menu or Dashboard widgets.
Dashboard Analytics
The Dashboard shows real-time key metrics:
- Today's Revenue - Income from all sources today
- Occupancy Rate - Current room occupancy percentage
- Arrivals/Departures - Today's check-ins and check-outs
- Pending Tasks - Items needing attention
Booking Reports
Occupancy Report
Track room utilization over time:
- Daily, weekly, monthly occupancy rates
- Room-by-room breakdown
- Comparison to previous periods
- Forecast for upcoming dates
Booking Sources
See where your bookings come from:
| Source | Typical Metrics |
|---|---|
| Direct | Walk-ins, phone, website |
| Airbnb | Bookings via Airbnb |
| Booking.com | Bookings via Booking.com |
| Agoda | Bookings via Agoda |
| Other OTAs | Other online sources |
Guest Report
Understand your guests:
- Repeat guest percentage
- Average length of stay
- Guest nationality breakdown
- Lead time (advance booking days)
Track repeat guests and offer them loyalty discounts. Building a base of returning customers is more cost-effective than acquiring new ones.
Revenue Reports
Daily Revenue
Day-by-day income breakdown:
- Room revenue
- F&B revenue
- Other income
- Total daily revenue
Revenue by Category
See which areas perform best:
- Accommodation
- Restaurant/Bar
- Retail
- Services (tours, spa, etc.)
Payment Methods
Track how guests pay:
- Cash vs. card vs. digital
- GCash and Maya usage
- Room charge amounts
- OTA payment handling
Sales Reports
POS Sales Summary
F&B and retail performance:
- Total sales by period
- Sales by category
- Top-selling items
- Average transaction value
Item Performance
Individual item analysis:
- Units sold
- Revenue generated
- Profit margin
- Trend over time
Finding Your Best Sellers
- Go to Reports > Sales > Item Performance
- Select date range
- Sort by "Units Sold" or "Revenue"
- Top items are your stars - keep them stocked!
Financial Reports
Profit & Loss
Overall financial health:
- Total revenue
- Cost of goods sold
- Gross profit
- Operating expenses
- Net profit
Expense Report
Where money goes out:
- Expenses by category
- Expenses by supplier
- Budget vs. actual
- Trend analysis
Cash Flow
Money movement tracking:
- Opening balance
- Income received
- Expenses paid
- Closing balance
Inventory Reports
Stock Value
Current inventory worth:
- Total inventory value
- Value by category
- High-value items
Stock Movement
What came in and went out:
- Purchases received
- Sales deductions
- Adjustments made
- Current balance
Generating Reports
Running a Report
- Go to Reports menu
- Select report type
- Set date range
- Apply any filters (room, category, etc.)
- Click "Generate"
- View on screen or export
Export Options
- Excel (.xlsx) - For further analysis
- CSV - For data import to other systems
- PDF - For printing or sharing
Scheduled Reports
Set up automatic report delivery:
- Go to Reports > Scheduled
- Click "Add Schedule"
- Select report type
- Set frequency (daily, weekly, monthly)
- Enter recipient email(s)
- Save
Send daily summary to managers, weekly P&L to owners, and monthly comprehensive report to accountants.
Philippine Business Reports
VAT Report
For quarterly BIR filing:
- Output VAT summary
- Input VAT summary
- Net VAT payable
- Supporting transaction list
Senior/PWD Discount Report
Track mandatory discounts:
- Number of transactions
- Total discounts given
- Required for BIR documentation
Tips for Using Reports
- Compare periods - Look at this month vs. last month or this year vs. last year
- Watch trends - Single numbers matter less than direction over time
- Act on insights - Reports are only useful if you make decisions based on them
- Share appropriately - Give staff access to reports relevant to their role
Troubleshooting
| Issue | Solution |
|---|---|
| Report shows zero | Check date range and filters. Ensure data exists for that period. |
| Numbers don't match | Reports may use different criteria. Check if comparing same metrics. |
| Export fails | Try smaller date range. Large reports may need to export in parts. |
| Scheduled report not received | Check spam folder. Verify email address in settings. |