Resource Manager Reference Guide Global Reports Version 2.86
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Resource Manager Reference Guide Global Reports Version 2.86 . Published April 2010 Copyright Copyright 2010, ReserveAmerica Inc. All rights reserved. Trademarks and logos are the intellectual property of ReserveAmerica Inc. The content of this document is for information purposes only and is subject to change without notice. ReserveAmerica assumes no liability or responsibility for any error which may appear within this document. The material herein should not be construed as a commitment or warranty. Licenses and Trademarks This single-source publication was created using Adobe FrameMaker. PDF was produced using Adobe Distiller and Adobe Acrobat. Adobe FrameMaker, Distiller, and Acrobat are trademarks of Adobe Systems Incorporated. Screen captures are produced using SnagIt, a trademark of TechSmith Corp. All other copyrights, trademarks, and tradenames are the property of their respective owners. Document Revision 2.86 Resource Manager Reference Guide ....................................................................................... R041414 Contact ReserveAmerica (part of active.com Outdoors) 40 South Street 2480 Meadowvale Boulevard, Suite 120 Ballston Spa, New York 12020-9904 Mississauga, Ontario L5N 8M6 USA Canada Toll Free: +1-800-695-4636 Client Support: [email protected] Fax: +1-905-286-0371 Contents Chapter 1: Introduction Content Organization ......................................................................... 9 Intended Audiences . 10 Getting Started With ORMS ............................................................... 10 Signing In . 10 Launch Pad . 11 Resetting PIN . 13 Changing Password . 14 Signing Out . 15 General Page Layout . 15 Navigation ........................................................................................ 16 Main Menu . 16 Scroll Bars . 17 Searching for Information ................................................................ 17 Search Criteria and Results List . 18 Chapter 2: Global Reports 7-Day Campers Report ...................................................................... 22 Advanced Reservation by Facility Report .......................................... 27 Call Disposition by Operator Report .................................................. 29 Call Disposition Summary Report ...................................................... 33 Campers Data Report ....................................................................... 36 Campers Report ................................................................................ 40 Cancelled Tour Report ...................................................................... 43 Central Deposit Consolidated Report ................................................ 46 2.86 Resource Manager Reference Guide Contents Central Deposit Report ..................................................................... 50 Closure Summary and Details Reports .............................................. 53 Confirmation Letter Report ............................................................... 56 Cooperator Credit Card Report .......................................................... 62 Credit Card Batch Detail Report ........................................................ 64 Credit Card Batch Summary Report .................................................. 66 Customer Aging Report .................................................................... 68 Customer Balance Report ................................................................. 72 Customer Labels Report ................................................................... 77 Daily Arrival Report .......................................................................... 81 Daily Facility Management – DAR ..................................................... 86 Daily Facility Management Data Report ............................................ 90 Daily Reconciliation Detail Report via Venue Manager ...................... 94 Daily Reconciliation Report via Venue Manager ................................ 96 Day Use Visitation Report ................................................................. 99 Deposit Adjustments Report ............................................................ 101 Deposit Detail Report ...................................................................... 104 Deposit Summary Report ................................................................. 108 Discount Detail Report ..................................................................... 113 Discount Summary Report ............................................................... 116 Earned Distributed Funds Detail Report ........................................... 119 Earned Distributed Funds Summary Report ..................................... 123 Event Sales Report .......................................................................... 127 Facility Void-Cancel Report .............................................................. 129 Fee Adjustment Detail Report .......................................................... 132 4 Contents 2.86 Resource Manager Reference Guide Fee Adjustment Summary Report .................................................... 134 Field Deposit Report ........................................................................ 136 Field Payment Report ...................................................................... 140 Financial Session Detail Report ....................................................... 144 Financial Session Summary Report .................................................. 148 Gift Card Sales Report ..................................................................... 153 Inventory Summary by Site Type Report ......................................... 158 Invoice Detail Report ....................................................................... 160 Invoice Remittance Report .............................................................. 163 Invoice Summary Report ................................................................. 166 Lottery Application Details Report ................................................... 169 Lottery Application Statistics Report ............................................... 174 Lottery Confirmation Letter Report .................................................. 177 Lottery Results Report ..................................................................... 178 Monthly Ticketing Recipient Distribution Report .............................. 186 Occupancy Report - by Primary Occup. Customer Type .................... 190 Occupancy Report - by Site Type ..................................................... 193 Occupancy Report - by Sites ............................................................ 197 Occupant Forecast Report ............................................................... 200 Operator Statistics Report ............................................................... 203 Park Deposit Consolidated Report ................................................... 206 Park Deposit Report ........................................................................ 209 Park Event Report ........................................................................... 212 Park Profile Detail Report ................................................................ 214 Park Profile Detail Report — Section A ............................................. 216 5 2.86 Resource Manager Reference Guide Contents Park Profile Detail Report — Section B ............................................. 218 Park Revenue Consolidated Report .................................................. 219 Park Revenue Detail Report ............................................................. 224 Park Revenue Report ....................................................................... 228 Park Visitation Report ..................................................................... 232 Payment Details Report ................................................................... 235 Permit Confirmation Letter Report ................................................... 238 Permit Reservation Detail Data Report ............................................ 240 Permit Statistics Report ................................................................... 245 Permits Made by Residents Report .................................................. 249 POS Field Product Sold Detail Report ............................................... 253 POS Field Product Sold Summary Report ......................................... 253 POS Product Sold Detail Report ....................................................... 254 POS Product Sold Summary Report .................................................. 257 Quota Availability Report ................................................................. 260 Recipient Distribution Detail Report ................................................ 262 Recipient Distribution Summary Report ........................................... 267 Refund Report ................................................................................. 273 Reservation Attribute Fee Report .................................................... 278 Reservation Closure Report ............................................................. 282 Reservation Details Report .............................................................. 285 Reservation Listing Report .............................................................. 288 Reservation Methods Report ............................................................ 291 Reservation vs. Walk-in Report ......................................................