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Configuring Headers for Hospitality Reports

Before users can generate a Hospitality report, administrators must configure the report headers. Report headers that are associated with line items, that contain generic comments, or that contain function-specific comments can appear in a report.

This task is a step in Roadmap for Administering Hospitality Reports.

This topic includes the following topics:

• Creating Global Report Headers
• Setting Up Report Headers for a Property
• Setting Up Report Headers for Property-Specific Products
• Setting Up Report Headers for Non-Property-Specific Products

Creating Global Report Headers

Although Siebel Hospitality includes multiple global report headers, administrators can create additional global report headers. Administrators can then associate these headers with properties and products so that users can associate these report headers with the line items that appear in Hospitality reports.

To create a global report header

1. Navigate to the Report Headers screen.
2. In the Report Headers list, create a new record.

Setting Up Report Headers for a Property

Administrators can associate a global report header with any property. Siebel Hospitality includes multiple global report headers. If the global report header that you want to associate with a property is not set up in Siebel Hospitality, you can associate a property-specific report header with the property. In this case, you can change the name of the property-specific report header to another name that accommodates your business needs.

Administrators can also create generic comments for property-specific report headers. Users can include these comments in a report, exclude these comments from a report, or add new comments to a report.

To set up a report header for a property

1. Navigate to the Property Administration screen, then the Properties view.
2. In the Properties list, query for and select the property to associate with a report header.
3. Drill down on the link in the Property Name field.
4. Click the Report Headers view tab.
5. In the Report Headers list, create a new record.

   The following table describes some of the fields.

   Field	Comments
   Report Header	Select a value for the report header. You create the available values in the Report Headers screen. For more information, see Creating Global Report Headers.
   Label	Enter the report header name to appear in the generated report. Use this field to customize the label for the global report header.
   BEO Sequence	Select a number that determines the order in which the report header appears in the report. For example, if you select 1, the report header appears as the first header in the report.

6. To create generic comments for the property-specific report header, complete the following steps for each comment you add:
   1. Scroll down to the Comments list, and create a new record.
   2. In the Sequence field, select a number that determines the sequence in which the comment text appears in the dialog box that Siebel Hospitality displays when users add comments to the report.
   3. In the Comments field, enter a description.
   4. (Optional) To check the comment text for spelling errors, click the Check Spelling button.

Setting Up Report Headers for Property-Specific Products

After administrators set up property-specific report headers, they can associate those report headers with the products assigned to the properties that use those report headers.

To set up a report header for a property-specific product

1. Navigate to the Property Administration screen, then the Properties view.
2. In the Properties list, query for and select the property associated with the product for which to set up a report header.
3. Click the link in the Property Name field.
4. Depending on the product for which you want to set up a report header, click one of the following view tabs:
   • Event Order/Menu Items
   • Menus
   • Packages
5. In the list of products, query for and select the product to associate with a report header.
6. In the Report Header field, click the select button, and select the report header.

   If more than one value is available, you can select multiple values. The value in the Property field for the product determines the values that you can select in the Report Header field.

Setting Up Report Headers for Non-Property-Specific Products

Administrators can associate any global report header with the products that are not assigned to any property.

To set up a report header for a non-property-specific product

1. Navigate to the Administration - Product screen, then the Products view.
2. In the Products list, query for and select the product to associate with a report header.
3. In the Report Header field, click the select button, and select the report header.

   If more than one value is available, you can select multiple values. The value in the Property field for the product determines the values that you can select in the Report Header field.