Create a Custom Report with Advanced Filters

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Last updated: Sept 28, 2022
3 min read

Advanced Filters are available in most tabs on ALICE Desktop (web). Review the “Best Practices” section of the landing pages linked below to learn more about using Advanced Filters. Hotel Admin Users can share Saved Filters with other users.

Using Advanced Filters can display specific information in a list view, essentially creating a report or list view of data relevant to the filter criteria. Try using Advanced Filters to create the reports needed before requesting a custom report from our support team, as custom-built reports come with an additional cost.

User Type & Roles

To perform this action in ALICE, the user must have at least Employee User Type access.

The user must also have the following settings within “Roles” enabled”

  • Access to the tab in ALICE where the Advanced Filters will be created. Ex: Tickets List Tab, Guests Tab, Local Tab, Logbooks Tab, and/or Reports Tab.

  • Access to “View” Facilities associated with the filtering criteria in Tickets.

  • To share Saved Filters with other users, the creator must have Hotel Admin User Type access.

Things to Consider

  • Visibility within ALICE is controlled by access to the Facilities listed in the Tickets section of Roles. When using the Advanced Filters, users will only be shown information associated to the Facilities they have been granted access to.

  • Use Saved Filters to save any Advanced Filter criteria from the Tickets List Tab that you search for often.

  • A user must be a Hotel Admin User to share Saved Filters to other users.

Steps

 

  1. Locate the Advanced Filters on the tab. Advanced Filters are always found in the header of the screen and may be within or adjacent to the search bar.

     




     

  2. Use the fields provided to add the desired filter criteria.

     

  3. Select “Search” to update the list view with the Advanced Filters applied. The filter criteria will display above the list view.

     

  4. List views can be downloaded as a .csv file as needed. Select the download icon to export to .csv

 

If you are unable to get the information you need via Advanced Filters and you would like to request a custom report, contact support@actabl.com