RoomMaster Setup

Please follow these steps (you can also watch the attached video for guidance):

1. In roomMaster click on Reports and find the section called Custom Reports

2. Right click on Custom Reports and choose Add Report

3. Give the report a title and description. These can be the same, but name it something similar with HelloShift in the title

4. Make sure in the Select Report Type you choose Embedded SQL Report and then click on the SQL Statement button

5. Copy the following SQL into the SQL Statement window:

SELECT RESERVE.CONFNUM,
RESERVE.LASTNAME,
RESERVE.FIRSTNAME,
RESERVE.PHONE1,
RESERVE.PHONE2,
RESERVE.CHECKIN,
RESERVE.CHECKOUT,
RESERVE.BEDTYPE,
RESERVE.GROUPCODE,
RESERVE.RESERVESTATUS
FROM RESERVE
WHERE RESERVE.CHECKIN BETWEEN {?Select Lower And Higher Date%%}

6. Put a check in the “Allow export of data” box at the bottom of the SQL statement window. Click “Run Query” choose a date. On the report that comes up, select the “Export” button at the top of this window.

7. On the General tab select the three dots in the Export File Parameters section and it should default to the C:roomMaster directory. Name the file ‘helloshift’ and click Save.

8. In the section named “Action After Exporting” select the email using internal mail (SMTP) and paste the HelloShift mailbox in the Email Address field.

9. Select the Options tab and click on the “Create Export Specification” button. It should open to the C:roomMaster directory. At this time, the .qwe file needs to be saved in this location. Name the file ‘helloshift’ and click Save. You should get the message that the Export Specification was successfully created, click OK. Click OK again.

10. Back in the SQL Statement window copy and paste the following SQL code to the bottom of your SQL query:

EXPORT USING ‘helloshift.qwe’

11. You should now have the following complete SQL query in this window, confirm it is exactly the same and then click the Green Check mark to save.

SELECT RESERVE.CONFNUM,
RESERVE.LASTNAME,
RESERVE.FIRSTNAME,
RESERVE.PHONE1,
RESERVE.PHONE2,
RESERVE.CHECKIN,
RESERVE.CHECKOUT,
RESERVE.BEDTYPE,
RESERVE.GROUPCODE,
RESERVE.RESERVESTATUS

FROM RESERVE
WHERE RESERVE.CHECKIN BETWEEN {?Select Lower And Higher Date%%}

EXPORT USING ‘helloshift.qwe’

12. After clicking the green check mark to save the SQL query, you will be back on the report properties screen. In the “Run Report” field select the dropdown and choose “After Dayend Close” and then click OK.

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