A Workspace holds one or more reports as tabs. All the reports in a Workspace share one date range and one set of properties, so you set them once instead of re-entering them for each report.
Prerequisites
- You have run at least one report. See Reporting: Running a Report.
Parts of the Workspace
Area | What it does |
Workspace header (top) | The Workspace name, the rename (pencil) and save icons, and the date range and Properties used by every report in the Workspace. |
Report toolbar | The report title and dates, Accrual / Cash, the property labels (EHID / Property Name / Legal Name), Report Settings and download. |
Report | The report itself. Expand or collapse rows and sort columns here. |
Hotel directory | The properties included in the report, with their address details. |
Tab bar (bottom) | + to add a report, one tab per report, and a ... menu on each tab. |
Step-by-Step Guide
Step 1: Add Another Report
- Select + at the bottom left of the Workspace.
- Search for the report or choose it from the list.
- The report opens in a new tab and uses the Workspace date range and properties.
Step 2: Switch Between Reports
Select a tab at the bottom of the page to switch reports. Each tab keeps its own report options, such as Accrual / Cash and Report Settings.
Step 3: Change the Date Range or Properties
Change the date range or Properties in the Workspace header. Every report in the Workspace uses the new selection.
NOTE: When you select more than one property, reports show a column group for each property and a combined total.
NOTE: Trial Balance reports by accounting period, so its dates are rounded to full months. A note under the report says so.
Step 4: Manage a Tab
Select ... on a tab for more options.
Summary
- A Workspace holds several reports as tabs.
- The date range and properties are set once in the Workspace header and apply to every report.
- Report options, such as Accrual / Cash, are set on each tab.
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