To generate a Referred by Guest Report:
Open the Referred by 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 Referred by Guest command is in the Other Reports section.
When selected, the Referred by Report screen will open.
Date Range: Select the date range for the report. By default the reporting will be for one year, ending with 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 one year ago.
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: The report results may be filtered to show a Summary or Detailed report.
Use the radial button option to select the desired report form. By default Summary is selected.
When finished, click the orange button Print Report.
Summary:
When generated, the report shows the name of the referring guest (Referred By Name) and how many referrals they are associated with (Number of Guests Referred) only.
Detailed:
When generated, the report shows the name of the referring guest (Referred By Name) and how many referrals they are associated with (Number of Guests Referred) AND in a detail section within each referring guest section the names of the guests which stayed and the dates those stays occurred.
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.