Hospitality & Reports
Reports helps stewards and hospitality staff see what is happening today and manage multi-day party counts without rebuilding spreadsheets.
Who can see what
| View | Permission |
|---|---|
| Meal Planning and Day Sheet | reports.day-sheet.view (or Admin) |
| Week Sheet | hospitality.week-sheet.manage (or Admin) |
Grant those keys on your Steward / Hospitality role. Admins always see Reports when applicable.
Meal Planning
Shows today and tomorrow headcounts for active resources under the platform Meals kind (Breakfast / Lunch / Dinner style), refreshing about every 20 seconds. Create those meal resources under Reservations → Catalog Setup so counts have something to aggregate.
Day Sheet
Lists day-of reservations (meals, lodging, tee times, boats, …) for kinds and resources marked On Day Sheet in Catalog Setup — turn that off for items like service fees.
Staff can print a day (or 3-day / week) sheet, mark attendance on paper, then update open tabs from Billing (Add Catalog Charge, change quantities, remove lines) or Reservations → Book / Grid. Both Meal Planning and Day Sheet are read-only in Reports.
Morning report email
Organization admins can enable the morning report email (scheduled digest at 6:00 in the organization timezone) so members with Day Sheet view receive today/tomorrow meal totals and overnight lodging counts. Recipients follow permission grants — there is no separate recipient picker yet.
Week Sheet
A tablet-friendly 7-day party / catalog-column grid driven by each resource’s On Week Sheet toggle in Catalog Setup.
- Interval kinds and system Lodging (including Quantity room pools) span nights
- Other Fixed Slot / Quantity resources are day-scoped
Hospitality staff can edit counts, Save (rewrites holds + open tabs), and Finalize Selected members (converts billable open-tab lines). Optional Send Invoices also needs billing.invoices.send.
See also
- Reservations — Catalog Setup toggles for Day Sheet / Week Sheet
- Billing — open tabs after finalize