Help For Patron Reports

Patron Reports

This help file covers the following topics:
Report Purpose HTML Report Toolbar Report Filter Settlement ID	Related Pages BO Transaction Codes

1. Report Purpose

This report provides a detailed listing of banking transactions (grouped by transaction type) with their status and host (bank) information. Reports can be filtered based on date range, transaction type, settlement ID and machine(s) selected.

Here's an example of a Bank Transaction By Host Date Report (displaying "Deposit" transactions).

Bank Transaction By Host Date Report

1. Unit ID	Unit ID identifies the QuickJack unit.
2. Transaction #	Transaction number.
3. Unit Date	Unit Date is the date/time of this transaction.
4. Status	Status of the transaction. (status list)
5. Deposited Amt	Amount deposited. (with currency type)
6. Patron	Patron's card number. (masked)
7. Host Seq ID	Host tracking number.
8. Host Date	Host Date is the date/time per the host.
9. Host Code	Code returned by host.

Note:

The columns which are displayed is dependent upon the transaction type.

The sort order is Trans Type | Unit ID | Trans #.

2. HTML Report Toolbar

report header This toolbar provides refresh, search, export, print, page navigation etc.

1. Preview	Preview will display the report as a PDF file in the browser window.
2. Style	Select style of report. (color \| gray scale \| no fill)
3. Open All	Select "Yes" to expand and show detail lines for all collapsed sections. (unit ID with (+) sign)
4. Rpt Format	Select report format (e.g. PDF, Excel) from list, then click GO to export report in selected format.
5. Navigation	Use navigation controls to step forward or backward through report pages.
6. Parent Rpt	Return to parent report. (if currently within child report)
7. Search	Enter search string and then use find and next to step through matches. (case-insensitive)
8. Refresh	Refresh report reloading with current data.
9. + Print	Open print dialog box so that you can specify print options. (must install "print control" first!)

3. Report Filter

Here's a screenshot of the report filter screen.

Bank Transaction By Host Date Report

1. * Date Range	Select a date range to filter on (or) go with the default (gaming day).
2. Bank Trans Type	Select bank transaction type(s) you wish to filter on. (none selected = all statuses)
3. + Machine	Select any machines which you would like to filter on. (see notes below)
4. + Mach Group	Select any machine groups you would like to filter on. (see notes below)
5. + Mach Location	Select any machine locations you would like to filter on. (see notes below)
6. Settlement ID	Settlement ID to filter report on. See Settlement ID for more information.

Submit button will forward you to the report generation screen.

Notes:	1. *	The default date range is based on the GamingDayStart and GamingDayEnd system parameters.
	2. *	You can enter a new date using the format yyyy/mm/dd (or) select one using the calendar tool.
	3. +	These lists are automatically populated with the machines, groups and locations for the current property.
	4. +	If no machines, groups or locations selected, the report is based on all machines for the current property.
	5. +	The Unit IDs which match the selected machines (or) groups (or) locations are included in the report.
	6. +	You can select more than one machine, group, or location within a list by using Ctrl+Click or Shift+Click.

4. Settlement ID

The Settlement ID can be obtained from the Settlement Slip or the Cash Settlement History Report.

The Settlement ID is composed of the Unit ID Prefix and the Settlement Batch Number.

Notes:	1.	When you enter a Settlement ID the Date Range setting is ignored.
	2.	The Unit ID Prefix is the 1st 3 characters of the Unit ID. (e.g. Unit ID = 'QJ201' Prefix = 'QJ2')
	3.	The Settlement ID can be common to more than one machine, if they share the same Unit ID Prefix.
	4.	Enter Settlement Batch Number without leading zeroes. (e.g. '26' rather than '0000026')

<< BO Online Help >>

BANK TRANSACTION BY HOST DATE

1. Report Purpose

2. HTML Report Toolbar

3. Report Filter

4. Settlement ID