Exceeded Credit Limit Report

The Exceeded Credit Limit Report shows all guests (including if desired group masters) whose charges (on the Posting screen) have exceeded what was entered into the credit limit field on the Deposit/Payment when creating the reservation in the Reservation Wizard or entered on the Stay Info tab of the Stay Screen. The Exceeded Credit Limit command in the Revenue Reports section of the Reports Area opens the Exceeded Credit Limit Report screen and allows you to generate the report for either the current balance or the projected balance.

Once generated, the report displays the room number, guest name, check in date, number of nights left, folio name (main, folio #1, etc), balance on the folio, credit limit, difference (credit limit - balance), payment method, and credit card number (if applicable) for any guest exceeding the credit limit assigned to them.

 

 

 

To reach the Reports Menu:

 

The Reports Menu can be accessed by clicking the Reports icon on the Action Bar:

Action Bar for Skyware Systems with words

Note: In the NEW look for Skyware, the Action Bar appears slightly different but retains the Reports button.

Action Bar NEW skin look

OR

Full Menu

Click the icon on the left for the Full menu.

Full Menu Icon OR Full Menu option when viewed using the modern light look of Skyware

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

Full Menu Table OR Full Menu popup version seen in Modern Light look of Skyware

From the Status Section, select Reports.

Status section of Full Menu with Reports option selected OR Status section of the Full Menu with Reports => command selected, NEW look for Skyware

 

The Reports Menu is divided into four sections, Room Reports, Revenue Reports, Managers Reports and Other Reports.

Reports Menu screen OR Reports Menu, NEW look for Skyware

The Exceeded Credit Limit command is in the Revenue Reports section.

Revenue Reports section of the Reports Menu with the Exceeded Credit Limit command selected OR Revenue Reports section of the Reports Menu with Exceeded Credit Limit Report command selected, NEW look for Skyware

 

When selected, the Exceeded Credit Limit Report screen will open.

Exceeded Credit Limit Report screen example

Report By: Choose the options you wish to see on the generated report.

Select whether to generate the report by Current Balance or Projected Balance using the radial button options. By default Current Balance is selected.

Include Groups: Group masters may also be added to the generated report. This box may be checked or unchecked. By default it is unchecked. If checked, group masters will be included on the Exceeded Credit Limit report.

 

When finished, click the button Show Report.

Exceeded Credit Limit Report example, Current Balance shown

Once generated, the report displays the room number, guest name, check in date, number of nights left, folio name (main, folio #1, etc), balance on the folio, credit limit, difference (credit limit - balance), payment method, and credit card number (if applicable) for any guest (and group master, if the check box was marked) exceeding the credit limit assigned to them.

 

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 May 07, 2024