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    Perform a Search in Report Writer

    Steps to create a search template and return matches using Report Writer in RMS.


    Steps Required

    1. Go to Utilities > Report Writer in RMS.
    2. Enter a name for the Search Template
    3. Select Options.
    4. Choose Property Option.
    5. Select Target Category.
    6. Select Target Field.
    7. Select Search Criteria for Target Field.
    8. Apply Statement.
    9. Save Template.
    10. Show Matches.

    Visual Guide

    Go to Utilities > Report Writer in RMS.

    Enter a name for the new search template.

    Select any additional required options.

    When multiple properties available, select to use the Property stored on Guest Details or Reservation Details.

    Choose a category for a list of fields to search on.


    Select a field from that category to be used for the search criteria.

    Select or enter the search criteria for the chosen field.

    Select 'Add Statement' to include in the search.

    Select 'Save Template' to store the changes made.

    Select 'Show Matches' to view a list of returned search results.

    Once matches are returned, options include Send an eDM Campaign, Export Data or Perform an Advanced Search in Report Writer.



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