HS Logbook ASC: Automated Task List Reports

The Above Store Console has two reports dealing with task lists that an administrator can automate to have sent to their email: The Task List Summary Report, and the Task List Details Report. This article will show how to set up these reports.

Automated Task List Summary Report

The Task List Summary Report can be a great way to keep track of all the task lists used by your stores and can now be set up as an automated report in the Above Store console. To learn more about the Task List Summary report itself, please check this article. 

Follow these steps to set up an automated Task List Summary Report:

• Log into your Hotschedules Above Store Console account and hover over the Reports option (if you do not have ASC access, please reach out to your Corporate office). Select the Automated Reports option.
  
• To create a automated report, select Add Automated Report.
  
  
• This will bring you to the Automated Report creation screen. 
  
  A - Here you can define the name, type, and date range for the Automated Report you are creating.
  B - This is where you can add the recipients, set up the subject line, and create the message body that will appear on the automated report when it is sent out. 
  C - Here you can set up the details that will be included in the Task List Summary report. Report Level is where you can specify the level that the report will pull from. 
           - Level 1 - Summary Level will pull the information at a company level. 
           - Level 2 - Store Level will pull information for the report at a store level.
             Selecting this will allow you to specify a store to pull from. This level will also display the                completion schedule assigned to a given task list. 
         - Level 3 - Task List Level will pull information from the individual task lists
             that are assigned to stores. Like level 2, selecting this will allow you to specify
             a store to pull from.
  Report Duration will be used to decide whether you see Daily, Weekly, or Monthly tasks on the report. Report status can be used to designate whether you want to see task lists that are complete, incomplete, or both. Report Out Of Tolerance can be used to decide whether you want to see all task lists, or just the ones that are out of tolerance.

After you feel good about the details of the report you can select Save. This will save the report settings and set up the automated report.

Automated Task List Details Report

The Automated Task List Details report can be a great way to see the the status of individual tasks that have been assigned to your stores through task lists. To learn more about automated reports and how they work, please go here. 

Follow these steps to generate the automated task list detail report:

• Log into your Hotschedules Above Store Console account and hover over the Reports tab (if you do not have ASC access, please reach out to your Corporate office). Select Automated Reports. 
• On the next page, choose Task List Detail from the Report drop down menu. 
  
• This will open a page where you can begin setting up what you would like to see on the report. 
  
  Please note that in order to run the report you must choose specific parameters. Selecting all for each option will give you an error. 
  A - Name is where you can write the title of your automated report. Report Range will decide the time frame used for the report. When choosing a report range, you will have the ability to choose from a list of preset time ranges (Current Week, Previous Week, etc). Along with these, you will also be able to choose a custom range. This range can span up to a week, and will allow you to specify a time as far back as 2015. Using a custom range will only allow you to generate the report once. 
  B - Here you can select the Recipients that will receive the report, as well as compose a Subject and Message that will be sent with the report.   
  C - All of the stores that you can generate the report for will display here. At this time you will only be able to generate the report for one store. 
  D - All of the task lists available for you to choose from will be listed here. Please note that selecting more than three task lists will require you to use options outside of All or None for F, G, and H. 
  E - The status of the task lists you would like to show on the report can be selected here. You will be able to choose from complete, incomplete, or all task lists. 
  F - Here you can select if the report will show all tasks, or only the ones considered out of tolerance. 
  G - This is where you can specify if you would like to only see task rows that have a Follow up, Comment, or Photo. 
  H - File Format is where you can pick how the report will be formatted. Generate Report will be used to pick how many times you want the report to be created. Start Reporting and Create Report At can be used to define the start date and time that you would like to generate the report. 
  
  After choosing  the settings you would like to use, click Save to set up your automated report.