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 Configure tab. 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.