I have created some custom reports for the new dashboard however I would like to change the column headings to match the headings of the standard reports.
For example in the standard reports for Current Guests there are column headings:
Check-in
Name (first name and surname in 1 field)
Charges
Balance
In the Custom report the fields are:
First Night
First Name
Last Name
Invoice Charges Value
Invoice Balance Value
There is also no option for a column for Payments in the standard report
custom report field names
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annettemorgenroth
- Posts: 1378
- Joined: Sun Jun 30, 2013 8:44 am
You can exchange any fixed text in the control panel when you click on SUB ACCOUNT (top right menu) the click on 'Manage Account' under 'CUSTOM TEXT'. For instructions how exactly this works please use the context help (? icons).
"Invoice Payments" will show the payments the guest has already made.
"Invoice Payments" will show the payments the guest has already made.
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cmartinpage
- Posts: 111
- Joined: Sat May 17, 2014 3:58 pm
Thanks for that.
And is it possible to have one column for Name that combines First Name and Last Name as in the standard reports rather than having a separate column for each?
And is it possible to have one column for Name that combines First Name and Last Name as in the standard reports rather than having a separate column for each?
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annettemorgenroth
- Posts: 1378
- Joined: Sun Jun 30, 2013 8:44 am
Which standard report do you mean? The dashboard components show first name and last name combined.
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cmartinpage
- Posts: 111
- Joined: Sat May 17, 2014 3:58 pm
The Current Guests report has a column headed Name which has both first and last name in the single column. But when you create a custom report you need 2 columns, a First Name column and a Last Name column
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markkinchin
- Site Admin
- Posts: 936
- Joined: Fri Mar 02, 2012 1:43 pm
We have added a column called "Full Name" to the custom reports.
This column with show the title, first and last name together in one column
This column with show the title, first and last name together in one column
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cmartinpage
- Posts: 111
- Joined: Sat May 17, 2014 3:58 pm
Thanks for that.
One last thing: When scrolling through the custom reports on the dashboard, the column headers also scroll. Is it possible to make them fixed?
One last thing: When scrolling through the custom reports on the dashboard, the column headers also scroll. Is it possible to make them fixed?