Information on building and using the Traces report in RMS.

Overview

The Traces Report offers a printable summary of all Traces within a selected date range, providing a clear snapshot of inter- and intra-departmental communication.

Traces are internal notes used to delegate or communicate tasks across departments. They can be created and tracked in various areas of the system, including the To Do Chart, Area, Reservation, Company, Travel Agent, Guest, or Group profiles.

Key Features

• Can be assigned to a Department, with the option to select a specific User.

• Optional notifications can be sent to the selected Users Message Centre.

• Include a Due Date, or set a Repeat Frequency within a defined Date Range.

• Traces can be marked as Completed by Users with the appropriate Security Profile access.

Guide

In the side menu of RMS, go to Reports > Daily > Traces.

1. Select a Date Range.
2. Select a Trace Template (if nothing is selected, 'All' will show by default).
   (Optional) Select a Department.
   (Optional) Select a User.
3. Select a Show option.
   (Optional) Select a Group By.
   (Optional) Choose a Sort By.
4. Select Build.
   

Report Columns

The built report presents the following columns for each Trace within the selected date range.