User rights to access main screens and reports

Modified on: Tue, 11 Aug, 2026 at 11:31 AM

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User rightReport GroupReports

Account access



No user rights are requiredControl
  • Phone Calls

Bookings
  • Fire list

Housekeeping
  • Housekeeping Report
  • Housekeeping Tasks
  • Housekeeping Live Monitor

Access: basic






Finance and Statistics

  • Inventory items

Payments
  • Payments Autopilot Transactions

Control
  • Company contracts

Bookings

  • Arrivals/Departures/In Hotel
  • Bookings - Advanced Search
  • Bookings Awaiting Guarantee Report
  • Guest Feedback Report
  • Fire list

Housekeeping
  • Housekeeping Forecast
  • Housekeeping Summary
  • Housekeeping Task Archive
  • Rooms Plan
  • Nights from Last Occupancy by Rooms
  • Room Calendar

F&B and Transfers
  • Meal Report
  • Meal Summary Report
  • Transfers

Other functionalities
  • Folio Fast Search
  • Folios - Advanced Search

Reports: Control reports






Control
  • Control events
  • Rate Control Report
  • Charge Control Report 
  • Payment Control Report
  • Charge Custom Field Check Report 

PCI DSS
  • Credit Cards Log
  • Credit Card Status Report
  • Access Log

Reports: Statistics reports






Finance and Statistics
  • Trial balance
  • Guest Ledger
  • Company Ledger
  • Deposit Ledger
  • Accounts Receivable Report
  • Charge Summary Report
  • Charge Summary D-M-Y Report   
  • Charge Segmentation Report   
  • Daily Charges by Sources
  • Closed folios Report 
  • Closed Folios Summary Report Closed
  • Folios in Print Format 
  • Tax Report
  • Open Folios Report
  • Open Folio Charge Age Report
  • Occupancy and Charges Report 
  • Occupancy and Charges D-M-Y Report 
  • Occupancy/Revenue Forecast and Pace Report 
  • Bednights Report 
  • Remaining Deposits Report
  • Charge Modifier Report
  • Charge, Tax and Payment Records 
  • Charge Template Availability Report 
  • Charges By Rooms Report

Payments
  • Payments Report
  • Payments in Open Folios
  • Charge, Tax and Payment Records
  • Credit Card Transaction report
  • Clock Payments - Payments Reconcile
  • Clock Payments - Payouts Reconcile



Bookings
  • Booking Pace Report
  • Booking Day-By-Day Report
  • Booking Segmentation
  • Groups Report
  • Company Booking Charges by Folios
  • Company Booking Charges by Reference

Events / Groups
  • Events / Groups - Top Performing Companies
  • Events / Groups KPI - by Days
  • Events / Groups KPI - by Months
  • Events / Groups KPI - by Marketing Sources
  • Events / Groups KPI - by Marketing Channels
  • Events / Groups KPI - by Marketing Segments
  • Events / Groups KPI - by Event Pipeline Statuses
  • Events / Groups KPI - by Companies
  • Events / Groups KPI - by Agents
  • Events / Groups KPI - by Events
  • Events / Groups KPI - Summary
  • Meeting Room utilization

Occupancy and Blocks
  • Block Pickup Report
  • Out of Service Rooms Report

Housekeeping
  • Arrivals/Departures Summary Report

Personal Data: Access





Bookings
  • Birthday list 

Personal Data: Bulk access





Bookings
  • Hotel Registry

Petty Cash





Control
  • Petty Cash

Cashier Closure: Close anybody






Control
  •  Closures: Pending/Current
  •  Closures: Past Closures

Event: Access






Events / Groups
  • Events / Groups - Search
  • In Hotel / Expected Events 14 days
  • Event Activities - Search
  • Pipeline

POS: Reports






  • Inventory Items Report
  • Complimentary Report
  • Hourly Sales Report
  • Covers/Customers Report

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