How to Set Up RevSync for Opera

Use this workflow to schedule the History and Forecast and Trial Balance reports in Opera to automatically send daily revenue and business driver data to Hotel Effectiveness.

 

Before you begin...

• You must use the login with the highest permission level at the hotel to configure these reports.
• You must know your email server for this process (e.g., "10.128.180.12").
• You must obtain your hotel's unique email address destination from your Customer Success or Support Specialist.
• Determine your anticipated nightly audit completion time (e.g., 5:30 am). Files must be sent after the audit is completed to ensure correct data.

The Steps: 

Scheduling the History and Forecast Report (Required) 

This report sends Rooms Sold, Rooms Available, and Rooms Revenue information.

1. Open Opera and select PMS.

   

2. Select Report Scheduler from the left side menu, or navigate to Miscellaneous > Report Scheduler.

   

3. Click New from the right menu.

   

4. In the New Reports Form:

   a. Type "History" into the Report field (no quotes)

   b. Click Search.

   c. Click the History and Forecast report to highlight it.

   d. Check the Fax/Email box and 

   e. Check the Print to File box. Skip Print to File if the option is missing.

   f. Change the File Format to DELIMITED DATA 

   g. Click OK.

   

5. On the resulting Schedule Form: 

   a. Enter tomorrow's date in the Date field 

   b. Enter the anticipated audit completion time in the Time field.

   c. Input 1 under Every and select Days under the Repeat section.

   d. Select your Email Server from the dropdown menu 

   e. Click OK.

   

6. Email/Fax Destination Form
   1. Input "Hotel Effectiveness" in the Name field 
   2. Enter your provided unique email address in the Email field. The email address format is “Opera+entitiyID @ hoteleffectiveness.com ” ex: [e-mail] (do not use this example email, use the email address given to you).

   3. Click OK

      

7. Click File on the next screen to save.

   

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Select the Dates for Report

1. Select Parameter in the Configuration Type.
   1. Highlight FROM_DATE 

   2. Click Set Date on the right.

      

2. Click the +/- and 7 keys on the number pad to change the Report Date to -7 days.
3. Click OK.
4. Highlight TO_DATE, click Set Date, use the +/- and 1 keys to change the Report Date to +1 days.

5. Click OK.

   

6. Repeat steps 1 through 16 to schedule a second instance of this report for one hour after your initial scheduled time to protect against overnight outages.

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Scheduling the Trial Balance Report (Optional) 

This report sends additional business drivers like covers and F&B revenue. Skip this section if you do not track this data.

1. Open Opera
2. Navigate to PMS 
3. Select Report Scheduler from the left side menu

   • If you don’t see the left side menu, select “Miscellaneous” from the top menu and choose “Report Scheduler”

     

4. Select New from the right menu in the resulting pop up

   

5. In the New Reports Form:

   a. Type "Trial" into the Report field (no quotes)

   b. Click Search.

   c. Click the Trial Balance report to highlight it.

   d. Check the Fax/Email box 

   e. Check the Print to File box.

   f. Change the File Format to DELIMITED DATA 

   g. Click OK.

   

6. On the resulting Schedule form:

   a. Enter tomorrow's date in the Date field

   b. Enter the anticipated audit completion time into Time; 5:30 for this example
   c. Under Repeat, Input Every 1 and select Days

   d. Select your Email Server 

   e. Click OK.

   

7. Email/Fax Destination Form

   a. Input "Hotel Effectiveness" in the Name field 

   b. Input unique email address in the Email field. The email address format is “opera+”[Your hotel’s entity ID in Hotel Effectiveness]“@hoteleffectiveness.com.”

   c. Click OK

   

8. Click File to save.

   

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Select the Dates for Report

1. Select Parameter in the Configuration Type.

   a. Highlight TO_DATE 

   b. Click Set Date.

   

2. Click the +/- and 1 keys on the number pad to change the Report Date to +1 days. 

3. Click OK.

   

4. Repeat steps 1 through 12 to schedule a second instance of this report for one hour after your initial scheduled time.

The Result

• Success: The required data files from Opera will automatically send to Hotel Effectiveness twice each morning after the night audit is complete.

Troubleshooting

• Note: If you are unable to change the TO_DATE or FROM_DATE, you must adjust the configuration of the reports prior to completing this setup (reference the KB configuration change instructions).