AL: Opera Custom Simple Report Setup and Email Scheduling – Alice

This guide will walk you through setting up an Opera Simple Report as well as then mapping the report to the ALICE inbox.

You will be creating two reports. The Arrivals and In House report. Kindly note, Opera offers many different packages to its customers. You may see a slight difference in naming of features or buttons, especially Opera Cloud customers. Please follow the steps as written and if you have any questions please email us at support@actabl.com

Custom Arrivals Report

From the Main Screen:

Click Configuration

On the Configuration Window:

Click Setup
Click Report Setup
Click Reports

On the Reports - Configuration Pop Up:

- Click New (bottom right of pop up screen)

On the Reports - Edit Pop Up

Fill Out the following information as shown below:
- Report Name: Arrivals ALICE “PROPERTY NAME HERE”
- ✅ Check Simple Report under Report Name
- File name: arrivalsalicepropertyname (this will autofill)
- Language: English
- Destination: Printer
- Report Group: Arrival (if this doesn’t exist select relevant group or All)
Click Customize

On the Opera Simple Reports Pop Up:

Report Title: (Leave from previous)
Report Layout
- Template: Portrait
Column Labels
- Font: Arial
- Size: 7
Views
- Select: Arrivals or Reservations
Click Save
Click Columns
- Include the following: (use > to move the item from the left column to the right)

1. 1. Confirmation # (Conf Number)
  2. Arrival Date
  3. Departure Date
  4. Title (Suffix)
  5. First
  6. Last
  7. Phone Number
  8. Email
  9. Vip Code
  10. Group Name ID
  11. Company Name
  12. Rate Code
  13. Rate Amount
  14. Creation Date
  15. Comments
  16. Reservations Status

Set Order By
- Find: Confirmation No
- Click on it to change to “Desc”
Set Filters (this is where it knows which Arrivals to send us. We want next 4 months)
- Add (>) Arrival Date
- ✅ Select = Business Date → Save
- Click on Arrival Date again in “Available Columns” → click (>) → Select Between. In the second column ✅ deselect Business Date and ✅ select Parameter in third column (“To Arrival Date” will auto-fill) SEE IMAGE BELOW
- Select Second Statement and Switch to OR
- Add (>) Room Type

Result should read: Arrival Date = Business Date Or Arrival Date between Business Date and “To Arrival Date” AND Room Type NOT (PI, PM)

Click OK
Click OK again

Custom In House Report

From the Main Screen:
- Click Configuration
On the Configuration Window:
- Click Setup
- Click Report Setup
- Click Reports

On the Reports - Configuration Pop Up:
- Click New (bottom right of pop up screen)
On the Reports - Edit Pop Up:
- Fill Out the following information as shown below:
  - Report Name: In House ALICE “put property name here”
  - ✅ Check: Simple Report under Report Name
  - File name: InHousealice
  - Language: English
  - Destination: Printer
Report Group: Guest In House
- Then Click Customize

On the Opera Simple Reports Pop Up
- Report Title: (Leave from previous)
- Report Layout
  - Template: Portrait
- Column Labels
  - Font: Arial2
  - Size: 7
- Views
  - Select: Reservations
- Then Click Save
Then Click Columns
- Select the following fields and use > to shift the field to the right column

1. 1. Conf Number (Confirmation #)
  2. Room #
  3. Arrival Date
  4. Departure Date
  5. Title (Suffix)
  6. First
  7. Last
  8. Phone Number
  9. Email
  10. Vip Code
  11. Group Name
  12. Company Name
  13. Rate Code
  14. Rate Amount
  15. Creation Date
  16. Comments
  17. Reservation Status

Set Order By
- Find: Confirmation No
- Click on it to change to “Desc”

Set Filters
- Search: Arrival Date
- Set Equals : Business Date
- Click Save
- Search Again: Arrival Date
- Set Before: Business Date
- Click Save
Then click on Statement “AND Arrival Date < Business Date” and modify to OR (The OR option is found in the center column section)
- Search Departure Date
- Then set Before : Business Date
Save. Then click on statement and change to NOT (also found in the center column)

Result should read: Arrival Date = Business Date OR (Arrival Date < Business Date) And Not (Departure Date < Business Date)

Click OK
Click Close
Click Exit

Report Scheduler - send Arrivals automatically:

From the Main Screen:
- Click Miscellaneous
- Click Report Scheduler
On the Schedules Pop Up:
- Click New (the one closer to the top of the Schedules Pop Up window)

On the Reports Pop Up:-
- Search “%ALICE” under Reports
- Select the ALICE ARRIVALS PROPERTYNAME report created (from above)
- Select: ✅ Fax/E-mail (input connect@pms.alice-app.com)
- Change File Format to “XML”
- Click Ok

On new Schedule screen:
- Leave the Date & Time as is.
- Under Repeat, click ✅ Days
- Place 1 in the Every Days box that appears
- Make sure “Indefinite” is selected
- Click Ok

A PopUP will appear! (report parameters)
- Name: ALICE Arrivals Property Name
- Email To: connect@pms.alice-app.com as the value
- Leave Fax Blank
- Click OK
- Click Close
- Click Close Again

You will then need to edit the report within the scheduler.

Return to Report Scheduler.
- In the Report Scheduler find the ALICE Arrivals Report.
- Select the Report and click on ✅ “Parameters” on the bottom
- Click Set Date on the right hand bottom side (Image Below)
- Click + then 365.
- Click OK
- Click OK again

Report Scheduler - send In House automatically:

On the Schedules Pop Up:
- Click New (the one closer to the top of the Schedules Pop Up window)

On the Reports Pop Up:
- Search “%ALICE” or “InHouse” under Reports
- Select the ALICE INHOUSE PROPERTYNAME report created (from above)
- Select: ✅ Fax/E-mail (input connect@pms.alice-app.com)
- Select: ✅ Print to File
- Change File Format to “XML”
- Click Ok

On new Schedule screen:
- Leave the Date & Time as is.
- Under Repeat, click ✅ Hours
- Place 2 in the Every Hours box that appears
- Make sure “Indefinite” is selected
- Click Ok

A PopUP will appear! (report parameters)
- Name: ALICE InHouse Property Name
- Email To: connect@pms.alice-app.com as the value
- Leave Fax Blank

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