Estatell文档

Print the board

Print the Housekeeping board as a work sheet, export it to Excel or CSV, print one housekeeper's rooms, and choose its columns.

Housekeeping prints the board each morning as a work sheet. Export gives you a PDF, an Excel file or a CSV file of the rooms. Columns sets which columns the sheet has, for the whole property.

The sheet holds today's business date. It lists the same rooms as the board, in the same order.

Before you start

  • Permission: View the housekeeping board, to export. Owners, managers, front desk and housekeeping staff have it by default.
  • Columns needs Manage property settings. Owners and managers have it by default. Other staff do not see the button.
  • The PDF uses the letterhead and footer from the printing settings. See Printing.
  • Read Room status board first, for the filters and the order of the rooms.

Export the board

  1. Open Housekeeping.

  2. To print some rooms only, filter the board or tick the rooms. See Which rooms are printed.

  3. Select Export.

    The Housekeeping page with Columns (1) and Export (2) numbered

  4. Choose a format.

    The Export menu with PDF (1), CSV (3) and Excel (2)

FormatWhat you get
PDFThe print sheet. It opens in a new tab. Print it from there.
CSVA plain file of the same rows and columns.
ExcelA spreadsheet of the same rows and columns.

The first rows of the print sheet: the letterhead, then Room, Status, Assigned, Guest, Arrival, Departure, Flags and Remarks

The sheet has the property's letterhead, the title Housekeeping tasks and the date. Excel and CSV files keep the columns and order but not the letterhead.

Which rooms are printed

What you didWhat prints
Ticked no roomsEvery room that matches the filters on screen. With no filter, every active room.
Ticked some roomsOnly the ticked rooms. The filters do not matter.

When you tick a room, a bar shows at the bottom of the screen. It has its own Export button, with the same three formats.

Two rooms ticked: the bar at the bottom says 2 selected and has Export

Rooms with a Blocked badge have no tick box, so you cannot tick them. They print when you tick nothing and they match the filters. See Blocked rooms.

  1. In the Assigned filter (it reads Anyone until you choose), pick the housekeeper.
  2. Select Export, then PDF.

The board filtered to one housekeeper, with the filter numbered 1 and Export numbered 2

The sheet holds that person's rooms only. Pick Unassigned in the same filter to print the rooms nobody has yet. To give rooms to someone first, see Update rooms.

The order of the rooms

Rooms print in the order of the board: departures first, then arrivals, then the other rooms by room number, and blocked rooms last. The group views (By room group, By room type) do not change the print order. The PDF is one list with no group headers.

If you click a column header on the board, for example Room, the sheet follows that sort instead. Click the header a third time to go back to the board order.

Choose the columns

  1. Select Columns.
  2. In the Layout · Housekeeping tasks sheet, choose Portrait or Landscape under Orientation. The sheet starts in Landscape.
  3. Under Columns, show or hide each column with its switch, change its order, and choose Left, Center or Right alignment.
  4. To see the paper version, select Preview PDF. It opens in a new tab and saves nothing.
  5. Select Save.

The Layout sheet: Orientation (1), Columns (2), Reset to default (3), Preview PDF (4) and Save (5)

One layout serves the whole property. When you save, every user prints the same sheet. The layout changes the PDF, the Excel file and the CSV file. The board on screen has fixed columns and does not change.

The Layout sheet works as it does for every report. See Report layout for dragging columns, Reset to default and the rest.

The columns you can show

Some columns put two values in one cell. Each has split columns, hidden at first. Show them if you need them apart.

ColumnShown at firstWhat it holdsSplit columns
RoomYesThe room number.
GroupNoThe room group.
Type / roomNoThe room type and number, for example "Deluxe Twin / 203".Room type
StatusYesDirty, Clean, Inspected or Blocked.
AssignedYesThe housekeeper.
GuestYesThe guest who departs or stays, otherwise the one who arrives.
ArrivalYesThe date and expected time, for example "14 Oct · 15:00".Arrival date, Arrival time
DepartureYesThe date and expected time.Departure date, Departure time
FlagsYesPriority, Do not disturb and Maint., separated by dots.Priority, Do not disturb, Maintenance
RemarksYesThe remark and the grey reason line.Remark, Reason

A split column sits right after the column it comes from. You can show both, or hide the merged column.

Special cases

SituationWhat happensWhat to do
You have no Columns buttonYou do not have Manage property settings.Ask an owner or manager. You can still export.
You ticked rooms, then filtered the boardThe export holds the ticked rooms that you can still see.Clear the ticks to print every room that matches the filters.
A filter shows no roomsThere is nothing to export.Change the filter.
You save a new layoutEveryone sees it on their next print, not only you.Ask first if others print the sheet.
You choose Landscape and the Excel file looks the sameOrientation only affects the PDF.Use Preview PDF to check the paper.
The PDF does not show your latest remarkYou exported before the remark was saved.Click out of the remark cell, then export again.
The letterhead is wrongIt comes from the printing settings, not from the board.Change it under Settings, then Printing. See Printing.
Housekeeping staff cannot open ReportsThey can still export from the board.None.
A room is blockedIt prints last, with Blocked in the Status column.None.

本页目录