Query for Arrivals filtered by Resv Type, etc

A new "Quick-Filter" feature added in version 8 made it much easier to create simple Queries where you just need to mimic something like a tab view but with additional filtering, as long as that filtering is available through the normal Reservation Filter found in many functions.

Here's an example of creating a Query that's similar to the Arrivals tab view, but additionally filters to only show reservations with the "Normal" Reservation type.

(As with any Advanced Customization function, Queries can get pretty technical. We recommend reading through the documentation if you want to understand more about making custom queries.  Normal support does not include help with Queries or other Advanced Customization functions.)

Follow these steps:

1. Go to Maintenance / Advanced Customizations / Queries.

2. Click "Add Query".

3. You'll be given a choice of List or Cross-table -- select "List Query".

4. Enter a name for the query -- e.g. "Arrivals of Normal type"

5. Select "Reservations" for the Base Table.

6. Click "Quick-Add Fields". This is an easy way to select the fields (columns) you want to be shown in the report.

7. Double-click on each data field you need to see, changing the Data Table if needed to find appropriate fields -- e.g. First Night, Last Night, Site Name, Status, etc. for Reservations, then change to Customers table to select Last Name, etc.  As you double-click each one in the left-hand column, it will move to the right-hand "Selected" column. If you have trouble double-clicking, you can click on the field and then click the "-->" button to move it over. Click "Done" when finished adding fields.

8. Click "Edit Filtering Conditions...", then click "Quick-Filter Auto-Builder".  This will open the Reservation Selection Filter.  For an Arrivals-type query you would select Filter by date, and select Start Date.  The option "Using the Query's from and to dates" will be selected by default, which is what you want.  Now for the Reservation Type filtering, just select "Normal"  from the Reservation Type list at the bottom.  Any other conditions that you want to apply could also be selected at the same time, for instance to be truly like Arrivals you need to include only reservations with Pending,Confirmed, or Guaranteed status so select those from the Status list.  When done here, click OK.  A prompt will ask whether to use text comparison for pick lists -- go ahead and click Yes.

9. Click Done to get back to Edit List Query Definition. You can click "Save & Test" to make sure it works OK if you like.

11. Save & Close, back to the main screen.

If this is your first query, you'll notice that a new "Queries" tab view has appeared between Payments Due and Transactions. Go to that tab view and select the new query from the list at the top.