Opera PMS: Schedule Daily History & Forecast Reports for Continuous Data Validation

How to Schedule the History and Forecast Report in Opera PMS

Follow these steps to schedule automated delivery of the History and Forecast Report from Opera PMS.

1. Navigate to Scheduled Reports

In Opera PMS, go to:
Miscellaneous → Reports → Scheduled Reports
Locate and select History and Forecast Report from the list.

2. Open the Schedule Settings

Click Schedule to configure automated delivery.

3. Set Report Parameters

Configure the fields as follows:

Setting	Required Value
Distributed Revenue	Y
Exclude Non-Deduct Inventory	Enabled
Date Range	Last 90 days + Next 90 days

4. Choose Output Format

Select CSV / Tab Delimited
Important:
- The exported report must be CSV
- Tab-delimited is preferred
- PDF is not supported

5. Apply the Required File-Naming Convention

Use the following format:

<PropertyCode>_ReportName.txt  OR  .csv

Example:

10053_HistoryAndForecastReport.txt

6. Set Delivery Frequency

Set Frequency = Daily

7. Add Destination Email

Enter the delivery email:

report_subscriptions@intelligent-hospitality.com

8. Save the Subscription

Review all fields for accuracy
Click Save to activate the scheduled report

Result

You have now successfully scheduled the History and Forecast Report for daily CSV delivery. If you require assistance or do not receive expected files, please contact support.