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.