Permissions to View and Extract Reports

Only users with the required permissions can view and extract reports that fall under the following categories:

  • Front Desk

  • Housekeeping

  • Guests/Reservations 

  • Revenue/Forecasting

  • Accounting

  • Grouped

  • Manager

Permissions to View Reports

The following permissions must be assigned to users to view, generate, and print the Legacy and Dynamic reports that fall under each of the mentioned categories in the All Reports and My Dashboard tabs in the Reporting screen:

Category

Permission

Description

Roles

Accounting

Stay_ReadAccountingReports

Users with this permission can perform the following operations:

  • View and print all reports under the Accounting category.

  • Select/deselect the preferred columns from the Column Settings screen.

  • Save the Dynamic reports from the Save as Custom Report screen.

Users without this permission cannot view the Legacy and Dynamic reports under the Accounting category.

  • Stay Accounting

  • Accounts Receivable Manager

  • Stay Night Audit

  • Stay Reporting

Front Desk

Stay_ReadFrontDeskReports

Users with this permission can perform the following operations:

  • View and print all reports under the Front Desk category.

  • Select/deselect the preferred columns from the Column Settings screen.

  • Save the Dynamic reports from the Save as Custom Report screen.

Users without this permission cannot view the Legacy and Dynamic reports under the Front Desk category.

  • Stay Guest Service Agent

  • Stay Front Desk

  • Stay Hotel Supervisor

  • GSA Supervisor

Guests/Reservations

Stay_ReadGuestReservationReports

Users with this permission can perform the following operations:

  • View and print all reports under the Guests/Reservations category.

  • Select/deselect the preferred columns from the Column Settings screen.

  • Save the Dynamic reports from the Save as Custom Report screen.

Users without this permission cannot view the Legacy and Dynamic reports under the Guests/Reservations category.

  • Stay Guest Service Agent

  • Stay Front Desk

  • Stay Hotel Supervisor

  • GSA Supervisor

  • System Administrator

Housekeeping

Stay_ReadHouseKeepingReports

Users with this permission can perform the following operations:

  • View and print all reports under the Housekeeping category.

  • Select/deselect the preferred columns from the Column Settings screen.

  • Save the Dynamic reports from the Save as Custom Report screen.

Users without this permission cannot view the Legacy and Dynamic reports under the Housekeeping category.

  • System Administrator

  • Stay Housekeeping Supervisor

  • HK Supervisor

Revenue/Forecasting

Stay_ReadFinancialReports

Users with this permission can perform the following operations:

  • View and print all reports under the Revenue/Forecasting category.

  • Select/deselect the preferred columns from the Column Settings screen.

  • Save the Dynamic reports from the Save as Custom Report screen.

Users without this permission cannot view the Legacy and Dynamic reports under the Revenue/Forecasting category.

  • System Administrator

  • Stay Hotel Manager

  • Department Manager

  • Profile Management

  • Guest Service Agent

Manager

Stay_ReadManagerReports

Users with this permission can perform the following operations:

  • View and print all reports under the Manager category.

  • Select/deselect the preferred columns from the Column Settings screen.

  • Save the Dynamic reports from the Save as Custom Report screen.

Users without this permission cannot view the Legacy and Dynamic reports under the Manager category.

  • Stay Hotel Manager

  • Department Manager

  • Profile Management

  • Guest Service Agent

Legacy Grouped

Stay_ReadGroupReports

Users with this permission can perform the following operations:

  • View and print all reports under the Grouped category.

  • Select/deselect the preferred columns from the Column Settings screen.

  • Save the Dynamic reports from the Save as Custom Report screen.

Users without this permission cannot view the Legacy and Dynamic reports under the Grouped category.

  • Stay Hotel Manager

When users access the All Reports tab in the Reporting screen, only the report categories for which the user is assigned the appropriate permissions are displayed. When the user does not have any permission, the following message is displayed: The logged-in user does not have permission to Reports.

Permissions to Extract Reports

The following permissions must be assigned to users in addition to the Stay_ReadXReports permissions to allow them to extract the Legacy and Dynamic reports that fall under each of the mentioned categories in the All Reports and My Dashboard tabs in the Reporting screen:

Category

Permission

Description

Accounting

Stay_ExtractAccountingReports

  • Users with this permission can additionally extract/download the Legacy and Dynamic reports in the Accounting category as PDF and CSV files.

  • Users without this permission cannot download the generated reports.

Front Desk

Stay_ExtractFrontDeskReports

  • Users with this permission can additionally extract/download the Legacy and Dynamic reports in the Front Desk category as PDF and CSV files.

  • Users without this permission cannot download the generated reports.

Guests/Reservations

Stay_ExtractGuestReservationReports

  • Users with this permission can additionally extract/download the Legacy and Dynamic reports in the Guests/Reservations category as PDF and CSV files.

  • Users without this permission cannot download the generated reports.

Housekeeping

Stay_ExtractHouseKeepingReports

  • Users with this permission can additionally extract/download the Legacy and Dynamic reports in the Housekeeping category as PDF and CSV files.

  • Users without this permission cannot download the generated reports.

Revenue/Forecasting

Stay_ExtractFinacialReports

  • Users with this permission can additionally extract/download the Legacy and Dynamic reports in the Revenue/Forecasting category as PDF and CSV files.

  • Users without this permission cannot download the generated reports.

Manager

Stay_ExtractManagerReports

  • Users with this permission can additionally extract/download the Legacy and Dynamic reports in the Manager category as PDF and CSV files.

  • Users without this permission cannot download the generated reports.

Legacy Grouped

Stay_ExtractGroupReports

  • Users with this permission can additionally extract/download the Legacy and Dynamic reports in the Grouped category as PDF and CSV files.

  • Users without this permission cannot download the generated reports.

Permissions for Saved, Grouped, and Generated Dynamic Reports

The following permissions must be assigned to users to view and print dynamic reports in the Saved, Grouped, and Generated Reports tabs in the Reporting screen and the Dynamic - Custom Reports section in the All Reports tab of the Reporting screen:

Category

Permissions

Accounting

  • Stay_ReadAccountingReports

  • Stay_ExtractAccountingReports

  • Stay_ReadElevatedPermission 

Front Desk

  • Stay_ReadFrontDeskReports

  • Stay_ExtractFrontDeskReports

  • Stay_ReadElevatedPermission 

Guests/Reservations

  • Stay_ReadGuestReservationReports

  • Stay_ExtractGuestReservationReports

  • Stay_ReadElevatedPermission 

Housekeeping

  • Stay_ReadHousekeepingReports

  • Stay_ExtractHousekeepingReports

  • Stay_ReadElevatedPermission 

Revenue Forecasting

  • Stay_ReadFinancialReports

  • Stay_ExtractFinancialReports

  • Stay_ReadElevatedPermission 

Manager

  • Stay_ReadManagerReports

  • Stay_ExtractManagerReports

  • Stay_ReadElevatedPermission 

Legacy Grouped

  • Stay_ReadGroupedReports

  • Stay_ExtractGroupedReports

  • Stay_ReadElevatedPermission 

The following permissions must be assigned to print, email, schedule, and download the reports in the CSV and PDF formats in the Saved, Grouped, and Generated Reports tabs in the Reporting screen and the Dynamic - Custom Reports section in the All Reports tab of the Reporting screen:

Category

Permissions

Accounting

  • Stay_ReadAccountingReports

  • Stay_ExtractAccountingReports

  • Stay_ReadElevatedPermission 

  • Stay_ExtractElevatedPermission 

Front Desk

  • Stay_ReadFrontDeskReports

  • Stay_ExtractFrontDeskReports

  • Stay_ReadElevatedPermission 

  • Stay_ExtractElevatedPermission 

Guests/Reservations

  • Stay_ReadGuestReservationReports

  • Stay_ExtractGuestReservationReports

  • Stay_ReadElevatedPermission 

  • Stay_ExtractElevatedPermission 

Housekeeping

  • Stay_ReadHousekeepingReports

  • Stay_ExtractHousekeepingReports

  • Stay_ReadElevatedPermission 

  • Stay_ExtractElevatedPermission 

Revenue Forecasting

  • Stay_ReadFinancialReports

  • Stay_ExtractFinancialReports

  • Stay_ReadElevatedPermission 

  • Stay_ExtractElevatedPermission 

Manager

  • Stay_ReadManagerReports

  • Stay_ExtractManagerReports

  • Stay_ReadElevatedPermission 

  • Stay_ExtractElevatedPermission 

Legacy Grouped

  • Stay_ReadGroupedReports

  • Stay_ExtractGroupedReports

  • Stay_ReadElevatedPermission 

  • Stay_ExtractElevatedPermission