How to Export Reservation Information

Exporting Reservations

OneRooftop gives you access to a suite of reports, but you can also run more detailed reservation reports. This is useful for keeping track of upcoming check ins, outstanding payments, etc.

1.  Log into OneRooftop > Reservations.

2.  Click the "Show All" drop-down to select a filter - we recommend 'booked' so the report only includes confirmed reservations.

3.  In the search field, you can type additional search criteria (optional).

4.  Click Export.

In the pop-up window, make your selections

5.  One-time Report or Saved Report.

6.  If you choose Saved Report, give it a title.

7.  Select fields to export

We can support roughly a maximum of 10 selected fields. If you request the report but never receive it (or you get a 504 Gateway Time-out error, please try selecting fewer fields and try again.

8.  Enter an email address (if you want to send the report to a different email). It will default to the admin login email address.

9.  All or Filtered: Leave as filtered so your report includes the filters currently set in steps 2 and 3.

10.  Request Report. It will be emailed to you shortly as a csv file.

Exporting Guest Data

The same can be done for your general guest data - this is contact information for your previous and upcoming guests and does not include specific reservation information.

1.  On the lefthand side of your dashboard click "Guests."

2.  (Optional) Click "Show All" to filter by date created, otherwise, leave as is.

3.  Click "Export"

In the pop-up window, make your selections

4.  One-time Report or Saved Report.

5.  If you choose Saved Report, give it a title.

6.  Select fields to export

7.  Enter an email address (if you want to send the report to a different email). It will default to the admin login email address.

8.  All or Filtered: Leave as filtered so your report includes the filters currently set in steps 2 and 3.

9.  Request Report. It will be emailed to you shortly as a csv file.