Issues Report

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The Issues report enables you to track the issues that are created on a specified date. 


Follow these steps to run the report:

  1. Make sure you are at the center level for which you want to run the report.
  2. On the Main menu, click the Admin tab.
  3. On the Admin Dashboard, click Reports > Daily Reports.
  4. On the Daily Reports screen: 
    • In the Select a Report list, under Operational, click Issues.
    • Click the Calendar icon, to select the date on which you want to run the report.
  5. Click Refresh to see the report.
  6. To export the report, on the top right side of the report, click the Excel   or .CSV  icons . 

Filter Criteria

CriteriaOptionsDescription
Date   By default, the report is set to current date. To view the report for a different day, click the calendar icon and select the date.

Column Descriptions

ColumnDescriptionPossible Values
Invoice No

Invoice number against which the issue is created. An automatic issue will only have the Invoice number.

Invoice number is generated as soon as an Appointment or a Point of Sale is initiated in the system. These are sequential numbers based on the date and time of creating the invoice.
Issue Issue Number Issue number is an auto generated sequential number.  
Receipt No

Receipt number. An automatic issue will only have the Receipt number.

 

Receipt number is generated as soon as a partial or a full payment is made against an invoice. These are sequential numbers based on the date and time of payment in the invoice.
Guest Name of the guest who has reported the issue.  
Issue Title Title that summarizes what the issue is  
Issue Owner Employee who is responsible to resolve the issue  
Created On Date in which the issue is created  
Type Category of the issue Issues are assigned to a category based on the nature of the issue. You can create issue categories like Facilities, Complaints, etc. which are relevant to your center.
Status Status of the issue.

Possible values:

  • Opened
  • Deferred
  • Resolved
  • Closed
Priority Priority of the issue

Possible values:

  • High
  • Medium
  • Low
Issue Notes Additional notes about the issue. Additional notes is added when a user changes the status of the issue.

Important Notes

  • The automatic issues will have both invoice number and receipt number.
  • The invoice number, issue number, and guest name columns are links to access more information about the invoice, issue and guest.
  • This report allows you to review the long pending issues to follow up and work to get them closed.
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