View analytics, check transactions and occupancy with reports

Shows graphs on your occupancy, money incomes, cancelations, and much more. Get more information on the Analytics here.

💡 Notes:

• Access to Analytics is only given to main account holder. It is not granted to users added to the Lodgify or PM Modules teams.
• If you have multiple currencies in your rentals, you can filter reports related to revenue or price by currency.

Financial overview
Reservation reports

Gives you the option to download a CSV file with reservation data.
The report includes:

• Room rates, fees, taxes, add-ons, and promotions,
• Cancellation fees.

To generate the report, click Generate CSV and filter the reservations.

The report will include the confirmed bookings if the departure date falls within the selected date range. For canceled bookings, the report will include those whose cancellation date falls within the range.

⚠️ Important: The data available only includes reservations that were created on or after March 8th, 2025, regardless of their check-out date.

Shows all payments that you have received and refunds that you have made through Lodgify. The information that you can see is:

• Guest name
• Type: A payment or a refund.
• Status: Done, processing, failed or canceled.
  💡 Note: A failed transaction would be due to an error from the payment gateway, e.g. a wrong credit card number. A canceled transaction usually refers to an expired quote.
• Trans. date: Shows the date the transaction was made.
• Transaction Id: can be useful for failed transactions.
• Reference: Booking reference
• Amount: Amount you have received/refunded in this specific transaction

If you click on a specific transaction, a new slider will open up where you can see further details about the payment, e.g. which payment gateway was used and can also see if there are further payments scheduled for this booking.
If you click on the Booking reference, you will be directed to the respective booking in the Reservation System.

Shows all payments and refunds that were scheduled in Lodgify but are still outstanding. The information that you can see is:

• Guest name
• Type: A payment or a refund.
• Status: Overdue or scheduled for the future.
• Trans. date: Shows the date the transaction is due.
  💡 Note: On agreement date refers to a quote that is pending or expired.
• Transaction Id
• Reference: Booking reference.
• Amount: Amount that is scheduled to be paid/refunded in this specific transaction.

If you click on a specific transaction, a new slider will open up where you can see the details of the scheduled payment and can click on the Booking reference to be directed to the respective booking in the Reservation System.