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Room/User Report

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The room/user report allows you to generate a sales report for a given time period that focuses on a specific room and/or user (or a summary report for all rooms and users).

 

Note: The word user in this case refers to staff members defined in the Users section.  So you can tailor this report to only include item sales logged by a given staff member, based on his or her user ID.

 

Printable Report

To generate a printable report, edit the Room/User Report section under Printable Reports, as shown in the figure below.

 

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Configure the following settings for the report:

 

Setting

Description

Start Date, Stop Date

Set the first and last days that define the time period to be covered in the report.

Room

Enter the room number to report on.  This is optional.

 

If you leave this setting blank, the report will include data for all rooms.

User

Enter the user ID for the staff member to report on.  This is optional.

 

Note: It must be the ID, not the name (as defined in the Users section).

 

If you leave this setting blank, the report will include data for all users who logged item sales for each room included in the report.  If you enter a user ID, then only items logged by that user will be noted in the report.

 

After making your configuration selections, click the Ok button to generate the report.

 

The figure below shows an example room/user report, with a user ID specified and the room field left blank.  The summary section at the bottom provides a per-item summary of sales logged by the specified user during the specified time period for all rooms included in the report.

 

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Click the Print this Page button to invoke the Print dialog, from which you can send the report to your printer (if you have one configured).  Click Close to return to the Run Report page.

 

Specifying a room number will generate a detail report only for the specified room.  Specifying both a room and a user ID will limit the report to only items logged by that user in that room for the specified time period.

 

CSV Report

The CSV report supports the same options as the printable report, as shown below:

 

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Configure the options as described in the Printable Reports section above.

 

Click the Ok button to generate the report.  Instead of generating a printable web page, it will create and download a comma-separated value (CSV) file using the download mechanism built into your web browser.  Each line of the CSV contains the data for a single item sale for a specific room.  Specifying a room number will limit the report to only include items logged for the given room and specifying a user ID will limit it to items logged by a specific staff member (user).

 

Where the file is saved on your hard drive depends on your browser, but the browser should tell you the filename that was downloaded and give you the option of opening the folder where the file is located.