Help For Patron Reports

Patron Reports

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

1. Report Purpose

This report lists the currency exchange transactions for the date range selected. Transactions are grouped by currency type and then by exchange rate. The report can be filtered by machine, transaction status, and exchange rate.

Here's an example of a Currency Exchange Summary Report.

Currency Exchange Summary Report

Here's a description of the columns used in this report:

1. Trans ID	Transaction ID is the transaction identifier.
2. Unit Date	Unit Date is the date/time of this transaction.
3. Requested Amt	Amount requested. (currency inserted)
4. Exchanged Amt	Amount in other currency to receive in exchange.
5. Dispensed Amt	Amount dispensed to the patron.
6. Printed Amt	Amount printed on a ticket.
7. Exchange Rate	Current exchange rate.
8. Unit ID	Unit ID identifies the QuickJack unit.
9. Status	Status is the current status of this transaction. (status list)

The sort order is Currency Type | Exchange Rate | Transaction ID.

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. (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.

Currency Exchange Summary Report

1. * Date Range	Select a date range to filter on (or) go with the default (gaming day).
2. + Machine	Select any machines which you would like to filter on. (see notes below)
3. + Mach Group	Select any machine groups you would like to filter on. (see notes below)
4. + Mach Location	Select any machine locations you would like to filter on. (see notes below)
5. Status	Select status(es) you wish to filter on. (none selected = all statuses)
6. Exchange Rate	Enter an exchange rate to filter on. (e.g. 1.12)

Submit button will generate and display a report in html format showing the HTML report toolbar.

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.

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CURRENCY EXCHANGE SUMMARY

1. Report Purpose

2. HTML Report Toolbar

3. Report Filter