Edit reports

The edit window is used to specify the report name that appears in the report menu, the selection dialog and the output format.

How to get here?

• Choose Define Reports from the Setup » Reports menu.

• Select the report group that contains the report you would like to change and click [OK].

• Select the report you would like to change and choose [Edit] to open the edit report window.

It is not possible to edit a system report.

Available options

• General

  In the General section additional filters or sorting commands can be entered

• Parameters

  In the Parameters 1 to 9 the dialog for this report can be configured

• OK

  Choose [OK] to close the edit window and save the changes.

   

• Cancel

  Choose [Cancel] to close the edit window without saving the changes.

   

Field description

Main edit window "General"

• Report group*

  Choose a menu option from the list to specify to which report menu the report must be added. You can choose between:

  0. Folio lay outs

  1. Reservations

  2. In house

  3. Financial

  4. Conference

  5. Statistics

  6. Contacts

  7. System

  8. Documents

  9. Miscellaneous

  10. Custom Reports 1

  11. Custom Reports 2

  12. Custom Reports 3

  13. Housekeeping

  14. Interface

  15. Leisure

   

   

   

  0. User defined menu 1

  1. User defined menu 2

  2. User defined menu 3

  3. Interfaces

  4. Letters

  User defined menus can be defined on the Report tab page in the preferences.

   

• Report ID*

  The report identification code. This code is mandatory.

  Reports ID's starting with an under score (_) are system reports which cannot be modified. Other ID's or reports without an ID represents custom specific reports, which may be modified.

   

• Based on*

  The report ID of another report to indicate the report on which your report should be based on. Reports that are based on another report share the same SQL and, if the report field is empty, also the same report lay-out. The only difference between the reports might be the sort order or the selection of data that will be printed. 

   

• Description*

  A description of up to 50 characters. The description is used in the report menu and is printed on reports. Enter the description field and click onto the three dots icon to enter the description in multiple languages.

   

• Output type*

  Specifies the output of the report. Choose between:

  • Report with output dialog: indicates that a printer can be selected.

  • Report to printer: indicates the default printer will be used

  • DBF data file: indicates that the resulting data will be exported to a FoxPro database file in the \PMS\dde directory. The file name must be entered in the Output File field. This option can be used to mail merge contact or reservation details with a MS Word (confirmation) letter or label template.

  • BFWMerge CSV file: indicates that the resulting data must be exported to a comma separated file. A text file with the name C:\Temp\bfwmerge.txt will be created.

  • CSV data file: a textfile with the format of a CSV file will be created.

• Report form*

  Specifies the report lay-out file. The file name may contain up to 8 characters and must have the extension .FRX , e.g. myreport.frx . This field cannot be used if the output option is set to DBF or CSV.

   

• Output File*

  To specify the name of the FoxPro database file to which you would like to export the data. The file name may contain up to 8 characters and must have the extension .DBF, e.g. nwexport.dbf.  The file will be saved in the \PMS\dde directory. This field can only be used if the output option was set to DBF.

  To use this option, you need to install FoxPro ODBC drivers on every workstation.

• MS Office linktype*

  The MS Office link type is used to automatically start MS Word or MS Excel to merge data that were exported to a DBF or CSV file in to a MS word template or an MS Excel spread sheet. This option is only available if the output option was set to DBF or CSV. Choose None if you only would like to create an export file without merging the data in a Word or Excel document.

   

• Merge Document*

  Select the word or excel template to be used for the export of these data from the \PMS\DOT folder

• User groups

  To specify the user groups that are allowed to print the report. You may enter multiple user groups, separated by a comma, e.g. MANAGER,EVERYONE. All user groups are allowed to print the report if this field is left blank.

   

• Prepocess*

  Preprocess to be executed before starting the report. This is often used to speed up the data gathering.

• Postprocess*

  Postprocess to be executed after the report is finished.

   

• Entity link type*

  Defines which entity this document is linked to: contact or reservation or allotment or leisure

• HiddenIf activated this report is hidden in the reports menu for everyone.

• Conditional Display Expression*

  If this condition is true, the report is shown in the menu. Used for reports especially for certain modules or interfaces.

• Index expression 1 - 4*

  It is possible to display reports in different sort orders, in these fields these sort orders are defined and named.

• Filter expression*

  Here additional filters can be added. For example to call a certain report with additional conditions to the used SQL query.

• Provide alternative reporting currency tick box*

  If the report is to display an alternative currency. In Setup, Preferences, Financial tab the field 'Alternative reporting currency' must be selected.

• Report contains guest profile data*

  For the GDPR requirements

* Fields marked with an asterisk are the only available field when you edit a custom report.  

Dialog definition

Click the [Dialog] button to open the dialog that contain the fields described below.

• Prompt 1. 9

  Enter the text that is to be displayed in the dialog. A star (*) in the beginning will hide this dialog. Click onto the three dots icon to enter the description in multiple languages.

   

• Operator 1..9

  Choose between:

  • Equals:  one entry field will be displayed in the dialog.

  • Range: two entry fields will be displayed in the dialog, used to select a range of date, e.g. all reservations with an arrival date between 1 January and 1 February.

• Data type 1..9

  Choose between:

  • Character: used for alphanumeric character entry.

  • Numeric: used for numeric character entry.

  • Date: used for date entry.

  • Logical: used for check boxes with a logical (true or false) entry.

• Input Mask 1..9

  Here the minimum of characters can be defined by entering exclamation marks: !!! indicates a minimum of 3 characters.

  @*C  indicates a statement: false or true (.F. or .T. in minimum default expression)

• Minimum default expression 1..9

  Used to specify a default or minimum default that must be used in the dialog (depending on operator: Equal or Range). The default will also be used by reports printed from a batch. Examples:

   

  Picture	Result
  g_sysdate	the current Amadeus - PMPRO (business) date
  g_sysdate -1	yesterday
  g_sysdate +1	tomorrow
  .T.	True (check box is checked)
  .F.	False (check box is unchecked)
  ABC	ABC
  25	25

   

• Maximum default expression 1..9

  Used to specify a maximum default that must be used in the dialog. The default will also be used by reports printed from a batch. Examples:

   

  Picture	Result
  g_sysdate	the current Amadeus - PMPRO (business) date
  g_sysdate -1	yesterday
  g_sysdate +1	tomorrow
  ABC	ABC
  25	25