RezOvation - Guest Management Software and Online Reservations

How do I set a default report?

Overview

Normally, when you click on a Print button

from a Guest Tracker detail window (Reservation Detail, Person Detail, Yellow-Charge window, Check-In, Check-Out or Quick Reservation windows), you are presented with a Select a Template window as shown below. At that point you must select a letter/report to print and then press Print again.

The Select a Template window is useful if you print multiple different letters/reports from your detail windows but it can be avoided as an option to save steps. If there is a particular window that you ALWAYS print the same letter/report from, you can specify a Default Letter/Report which will automatically be printed when you click the Print button on that detail window.

Select A Template window

Step-by-Step

1.)

Go to the Admin Section.

2.)

Click on the Preferences button.

3.)

Click on the Reports tab at the top of the Preferences window.

4.)

Under the Reports tab, you will be presented with 6 drop-down boxes which will list available letters/reports for that detail window.

The drop-down boxes apply to the following windows:

Person Person Detail window

Reservation Reservation Detail window

Charges Yellow Charge window

Check-In Check-In window

Check-Out Guest Check-Out window

Quick-Res Quick Reservation window

In the graphic below, we've selected the "Confirmation Letter" to automatically print 1 copy from the Reservation Detail window, the "Invoice" to print 2 copies from the Yellow Charge window, and the "Invoice" to print 2 copies from the Guest Check-Out window.

This means that when you click the Print button on the Reservation Detail window, you will not be prompted with the Select a Template window, and 1 copy of the "Confirmation Letter" will immediately be sent to the printer. Also, when printing from the Yellow Charge window or the Check-Out window, 2 copies of the "Invoice" will automatically be printed. On the other hand, when printing from the Person Detail, Check-In or the Quick Reservation windows, we'd like to be presented with the Select a Template window, so we've left those blank.

Admin Preferences: Reports tab

NOTE: If you have setup a Default Report and now would like to be presented with the Select a Template window again, simply remove that report from the appropriate drop-down box on the Preferences window under the Reports tab. If you are running version 2.1.6 or later, there is an option called <NONE> in the drop-down box that you can select.