国际联号酒店前厅客房营销礼宾财务运营管理资料 Formatted GW4 Reporting Training Reference Guide.docx

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1、GuestWreVersion 4 Reference GuideReportingDecember 2011The information in this document is subject to change without notice. The most recent version of this content may be accessed through the help file within Guest Ware Version 4. Names of persons or organizations used as examples in this document

2、are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any fonn without the express written permission of Diversified Computer Coip.Copyright and Trademarks 201) Diversified Computer Coip. All Rights ReservedGuest Ware is a registered trademark of Diversi

3、fied Computer Corp.All other trademarks are the property of their respective owners.GuestWreReporting Reference GuideDashboard:1. The Dashboard Graph tab displays graphical data and comparisons useful for trend analysis.displayed:3. The data tab of each graph will display numerical data for each bar

4、 or quadrant displayed.2. Scroll through the Graph tab using the arrow on bottom right edge as there are more graphs to beGuestWreReporting Reference GuideBenefits of Reportinq?Ensure property goals are being met.Ability to track the volume of calls being recorded by Guests vs. Associates.Ensure pro

5、per resolution of Guest issues and/or requestsAnalyze and pinpoint exactly where issues are stemming from at the hotel.Help lower operating costs through process improvement.Ability to schedule and e-mail your needed reports to one person or a group of people.Objectives of this Document:After comple

6、ting the Reporting training you will be able to:Understand what filters are.Run and print daily, weekly or monthly reports.Schedule and/or e-mail your reports to one person or a group of people.To create a report:1. Click the Reports system icon, to open the Reports creation form. 2. Click the Repor

7、ts button on the left hand side of the form.Reportsa I isReportFiKbtsMore FitesTen Most Frequent lncde Groph Depytmcnt Probie I Ten Most Frequent InodeRecoctsReportCreate RepcrtDotes :Repxt Schedule| Report | | Daly Execuive Surmary-Descripcicn : n&网 and resewse key WtadsHeadtr: Output AsGuestWreRep

8、orting Reference Guide3. Highlight the report you want and click the Select button at the bottom of the form.4. If you need or want additional information such as Negative Engineering Issues at the top of the report, you can type it in the Header field at the top of the form.5. Then choose your Outp

9、ut As and choose Report Viewer, HTML, or Acrobat Format (PDF)Add needed filters from More Filters menu. You also now have the ability to select more than 1 item on a filter list for certain filters. Department Code Matches, for example, you can put a checkmark next to EG and HK, providing informatio

10、n from both of those Departments.a. Department Code MatchesAllows data to be filtered by an individual department such as EG, HK, FD, etc.b. Core Code MatchesThis allows reports to be filtered on an individual Core Code. .a unique category within a department.c. Incident Code MatchesThis allows repo

11、rts to be filtered on an individual Detail Incident Code.a unique individual item.d. Classification MatchesYou can filter incident code classifications by typing Positive, Negative, or Service Request this field.e. Category MatchesYou can filter incident code classifications by category such as Food

12、 & Beverage, Accommodations, or Equipment, etc.f. Priority MatchesThis filter allows reporting on certain priority times, such as 15 Min, or just Scheduled items.g. Cause MatchesThis filter allows reporting on cause such as Climate, Staff Error, Construction, or other causes as specified by your Gue

13、stware Administrator.h. Source Code MatchesThis filter allows the data to be filtered by how you heard about this issue. Select Guest, Comment Card, Trip Advisor, GSS, ESS, Email, etc. or others added by your property to filter data by Source of incident.i. Status MatchesSelect Closed, New, Follow-U

14、p, Work Order, In Work, etc. to get only the status needed.j. Reported By MatchesThis filter allows reporting of Associate reported issues by who was recorded as having reported the issue.k. Solution Code MatchesThis filter allows reporting on individual Solution Codes entered as responses.l. Assign

15、ed To MatchesThis filter allows reporting on individual associates to whom incidents were assigned.m. Room MatchesGuestWreGuestWreReporting Reference GuideThis filter allows reporting individual Room Numbers or Public Area Names.h. Entry By MatchesThis filter allows reporting on individual User Name

16、s of who recorded issue in Guestware.o. Room Attribute MatchesThese are established by your property for reporting. For example, lets say you have 2 towers and you want to break down the data by tower, or floor or housekeeping section, then this is where you set those values. Some properties filter

17、by Plumbing Riser, TV Type, or other unique attributes. Consult your Guestware Administrator for property options.p. Room Attribute Value MatchesIn order to use the attributes, you must define the value. For example, lets say you wanted to use the tower example, the Attribute would be tower and the

18、Value would be say North Tower or South Tower. Consult your Guestware Administrator for property options.7. Click the Create Now button at the bottom of the form.8. Once the Status column says Complete, the report is ready. To view the report, click the View button next to the report you just create

19、d.9. Your report will open allowing you to view it on screen. You can also use the search option on the report (binoculars) to locate defined text within the report.10. If you want to print the report to paper, click the printer icon in the upper left hand corner of the report and a print dialogue b

20、ox will open and you can select which printer to send the report to.GuestWreReporting Reference GuideSchedulina a reportIn GuestWare 4 you will now have the added ability to schedule 1 or more reports to run on a user defined schedule. To schedule a report:1. Click the Report Schedule tab at the bot

21、tom of the Reports creation form.2. Click the Add button in the upper left hand corner. (Green plus symbol/folder)Entera Schedule name and description for your reports. Click the Schedule button onthe3. top pf your form. Fill out the date you want to begin.4. Enter the time of day you want the repor

22、ts to generate. Selectthe frequency.5. Enter the number of weeks to generate the report(s), 52 weeks is 1 year.6. Enter a checkmark for each day of the week you want the reports to generate if you choseWeekly.GuestWreReporting Reference GuideIf you choose Daily, enter the spaces for how often includ

23、ing every so many minutes. 11.If you choose Monthly, Enter the information needed such as what day of the month you want thereport(s)Enter the number of days you want the generated reports to expire.To e-mail a report or qroup of reports to one person or a distribution list1. Follow the steps to sch

24、edule a report above.2. Once the schedule is created, click the distribution icon on the left (+) to add associates that should get the e-mail for the report(s).GuestWreReporting Reference GuideScheduled ReportReportsChoose the associate they should receive the e-mail. (Keep in mind they must have a

25、n e-mail address listed in the associate list first.)3. Click the add report button on the bottom of the form and select whichever reports you want to add to this schedule. It can be one or more reports per schedule.GuestWreReporting Reference GuideEach report you add can be filtered individually fr

26、om one another just as if you were printing each report separately.4. Output Type for scheduled reports MUST be HTML or Acrobat Format (PDF).5. When you have all the associates added and all the reports added for this schedule, click the save button at the bottom of the form to save your schedule.Gu

27、estWreReporting Reference GuideGeneratina a Scheduled Report “On Demand”:1. Click on the Report Schedule tab at the bottom. 2.Highlight the Schedule you wish to process now.3. Click the Traffic Light to the far right side of your highlighted schedule. 4. It will ask if you want to view the processed reports.