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      Report Overview: Guests with Balance

      Learn more about the report providing you insights into reservations with balances.

      Guests with Balance Report Overview

      This report provides a comprehensive list of guests with outstanding balances who are scheduled to arrive over a specified date range. This report is valuable for pre-arrival management, proactive balance tracking, and monitoring same-day balances due to reservation edits or cancellations.

      Some of the information found on this report includes:

      • Guest Information (Name, Email, Phone, Address)
      • Financial Summary (Total Charges, Total Payments, Balance)
      • Campsite Details (Main Campsite Type, Campsite Names)
      • Reservation Details (Arrival Date, Departure Date, Confirmation Number, Status)
      • Invoice Information (Invoice Number, Child Invoice Number)

      Common Report Uses:

      • Pre-Arrival Balance Management: Identify guests with outstanding balances before their arrival to ensure smooth check-in.

      • Departure Day Balance Tracking: Track guests with balances due on their departure day to facilitate final payments.

      • Same-Day Balance Management: Monitor balances created by reservation changes or cancellations occurring on the same day.

      Accessing the Report:

      1. Navigate to the Reporting page within your Admin Site.
      2. Search for Guests with Balance.
      3. Click Run Report.

      Guests with Balance

      Download Options:

      This report is available in both PDF and CSV formats, offering flexibility in data manipulation and presentation. The PDF format is tailored for printing, providing essential information in a concise, printer-friendly layout.

      Supplemental Resources