To generate a Transaction Report:
Open the Transaction Log Report screen:
To reach the Reports Menu:
The Reports Menu can be accessed by clicking the Reports icon on the Action Bar:
OR
Click Reports from the Status section of the Full Menu.
Click the icon on the left or the words on the right for the Full menu.
This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.
From the Status Section, select Reports.
The Reports Menu screen is divided into four sections, Room Reports, Revenue Reports, Managers Reports and Other Reports.
The Transaction Report command is in the Other Reports section.
When selected, the Transaction Log Report screen will open.
Date Range: Select the date range for the report. By default the reporting will be for today's date.
From: Use the drop-down menus or the calendar icon to select the Date you wish to have the reporting begin. By default the Date selected is today's Date.
To: Use the drop-down menus or the calendar icon to select the Date you wish to have the reporting end. By default the Date selected is today's Date.
Report Options:
Due to the large amount of information possible in this report, the results may be filtered by transaction activity type, and may be generated for a specific guest's last or first name, or by specific room number. The report results may also be filtered by user.
Log Type: Use the radial button option to select ONE option for the desired transaction activity type. By default All is selected, but Guest Activity, Room Activity or Rate Activity may be selected instead.
Last Name: Enter the name manually in this field.
First Name: Enter the name manually in this field.
Note: You do NOT have to enter both names; entering only a last name will generate a report showing any activity associated with ALL guests with the specified name. If you wish to see reporting on one particular guest you should complete BOTH name fields.
Room #: Enter the room number manually in this field.
Note: Entries can be made for last name, first name AND room number at the same time, to filter the results very specifically if desired.
User: All available users for reporting purposes are shown in list form in this section. By default ALL users are selected. To filter the results to a particular user instead, click on a user name to select that user to report on. Hold down the CTRL key while making selections from the list to select multiple users at once.
When finished, click the orange button Print Transaction Log.
Once generated, the report groups the activity separately by the 3 selections (guest, room and rate) by date and shows the guest name, type of activity (add, modify, delete, etc) the time the activity occurred, the user that performed the activity, status of the record (temp, resv, fol, etc), and additional information based on the log type (Guest Activity, Room Activity, Rate Activity) being displayed, such as room type or room number, the stay date, the rate amount and rate plan, building, guest type, segment folio, etc.
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 in HTML for downloading to Excel 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.