Generating the event folio report

Select Administration > Reports > Events > Event Folio Report .

Specify this information in the Report Parameters section:

Property: The property for which the report is generated. The application defaults this value.
Note: You can modify this value.

Event Master Confirmation Number

A unique confirmation number and name of the Event Master for which the folio is included in the report..

Note: You can select multiple confirmation numbers.

Event Master Status

The status of the Event Master.

Note:

By default, the value is set to Active.
You can select multiple status.

Event Reservation Confirmation Number: A unique confirmation number of the Event Reservation. The report includes details of the selected Event Reservation.

Event Reservation Status

The status of the Event Reservation.

Note:

By default, the value is set to In-House.
You can select multiple status.

Event Room: The room assigned to an event. The report includes folios associated with the event room.

Group Confirmation

A unique confirmation number of the group. The report includes folios of the Event Masters and associated Event Reservations assigned to the selected Group.

Note:

The user can select multiple confirmations.

Folio

The code of the folio type. The report includes transaction postings for the selected folio types.

Note:

By default, the value is set to GUEST and INCIDENTAL.
You can select multiple Folio.

Event Master End Date

The end date of the event master. The report includes folios of the Event Master for which the Departure Date is same as this date.

Event Reservation End Date

The end date of the event reservation. The report includes folios of the Event Reservation for which the Departure Date is same as this date.

Output Format: The output format for the report. By default, the format is PDF.
Note: You can modify the output format.

Set these parameters , if required, in the Report Options section:

Include Property Name: If this check box is selected, the report includes the name of the property.

Include Property Address: If this check box is selected, the report includes the address of the property.

Include Property Phone: If this check box is selected, the report includes the phone number of the property.

Include Property Email: If this check box is selected, the report includes the email address of the property.

Include Zero Balance Folios: If this check box is selected, the report includes the folios for which the postings and the balance amount is zero.

Include Zero Balance Folios with no Postings: If this check box is selected, the report includes the folios with no postings and the balance amount is zero.

Specify the Start Date and End Date in the Date Range section.

Note: The transactions for which the Post Date is within the specified date range are included in the report.

Click Print Record.