Trace Report

Traces are reminders for Skyware System Managers and Users. These include notifications of upcoming stays, and Tasks or Next Steps, any jobs that need to be taken care of, particularly related to any Functions or Events, that appear in their Trace Calendar. They are based on Trace Date fields found throughout Skyware. Default Traces allow you to automatically add an entry to the Trace Calendar for a designated Manager or User when a particular action is triggered, according to your designated set of parameters.

The Trace Report provides a means of viewing ANY traces configured for your various Managers and Users, both those completed or not yet completed, over a specified date range. The Report allows you to filter the results by Trace Type, and by Manager/User, allowing you to generate reports specific to certain dates, trace type categories or to individual staff, as well as a general overview of all traces produced, depending on your specific needs at the time. It can be used to determine the traces to be performed today or this month, those performed last month or last year, whom is performing tasks in which areas of your business, or if certain areas require more attention. It enables you to be sure that any important tasks have been recognized, assigned and completed in a timely manner. The Trace Report screen allows you to generate a highly customized report specific to your requirements, enabling you to use Skyware efficiently and effectively.

The Trace Report command is part of the is found in the Sales and Catering Area of Skyware.

If your Property does not currently have our Sales and Catering Module and you are interested in adding it, please contact us at  Sales@SkywareSystems.com.

 

 

 

The Sales and Catering Menu may be reached either directly from the Quick Menu, or by using the Full Menu and selecting Sales and Catering => from the Other section.

1. Select Sales and Catering => from the Quick Menu (left side of screen).

Quick Menu with Sales and Catering command selected

OR

2. Select Sales and Catering => from the Other section of the Full Menu,

Click the icon on the left for the Full menu.

Full Menu Icon

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

Full Menu Table

Select Sales and Catering => from the Other section.

Other Section of the Full Menu with Sales and Catering command selected

This will display the Sales and Catering menu in a tabular form, with four sections, Selling Tools, Groups, Sales Reports and Catering Reports.

Sales and Catering Menu screen

The Trace Report command is in the Sales Reports section.

Sales Reports section of the Sales and Catering Menu with Trace Report command selected

 

When the Trace Report command is selected, the Trace Report screen will open.

Trace Report Screen

You have several options to select how the report will be displayed, and which filters will be applied to the information shown.

Date Range: Use the drop-down menus or the calendar icons to select the date range you wish to have displayed on the report. By default the date selected is today's date (one day span). The date range fields are linked. Changing the "From" date field(s) will automatically change the "To" date field(s). To alter the SPAN of the date range shown on the report you will need to adjust the "To" date fields separately.

Note: This identifies the Trace Dates to report on (which are the dates Users are reminded of the call through their personal trace calendar), NOT the date the trace was generated.

Report Filters: You may select ANY appropriate Report Filters. The information can be filtered using Trace Types or Managers/Users, with a radial button selection allowing you to specify the list of Managers/Users to one type if desired, to reduce the list of Managers/Users displayed to one particular category. By default the All Managers option is selected.

Hold down the CTRL key while making selections to select multiple filters from each section.

When finished, click the orange button Print Report.

Trace Report example

Once generated, the Trace Report displays the selected traces for the specified date range, with information on if the trace has been viewed/completed, the trace description, the trace Date and the user the trace is traced to. The different trace types are separated into their different categories for ease of viewing.

 

By default, the report is generated in PDF form and opens in a separate browser window. From there you can select to save or print the report, among other options. You can, instead, check the Generate report to Excel checkbox to generate the report to view or print as an Excel file instead of PDF. The information in this case will then be correct for importing into another document rather than immediate viewing.

NOTE: The generated report appears as a pop-up window through your browser. If your browser is set to block pop-ups, you may receive a warning banner at the top of the browser. Click this banner and select to allow pop-ups so that you can view the report

 

Date Updated June 15, 2021