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27.7. Guide Schedule Reports
There are two customizable reports you can create for guide schedules and a third Gantt style allocation report that can be also be run to show guide schedules. The first report you can create is a "Guide Schedule (Individual)" which will allow you to pull an individual guide's schedule for a specific date range. It will list all trips that a single guide is scheduled for. The second report you can create is a "Guide Summary" that will list all of your upcoming trips and the guides that are scheduled on the trips for a specific date range. The final option isTo create either the "Guide Schedule (Individual)" or the "Guide Summary" report, go to the "Reports" menu and choose "Manage". On the "Browse Reports" page and choose the "Formatted Lists" tab then click the "Create" icon in either the "Guide Schedule (Individual)" or "Guide Summary" sections of the tab. As with the other formatted list reports available in Arctic these reports can be used right out of the box by giving them a name and then scrolling to the bottom of the "Report Editor" and clicking "Submit" to create the report. You can also customize these reports so they work for what you need and want to see. (For more information on using the "Report Editor" see the Using the Reports Editor section of the Reports Chapter.)
You will be able to pull any of the custom fields you created on the "Guide" form or the "Guide Schedule" form into these reports for customization. You will find the custom fields from these forms under the "Guide" tab and the "Guide Schedule" tab of the Data menu.
Once you have created the Guide Summary and Guide Schedule (Individual) reports, you will find them on the "Formatted Lists" tab of the "Browse Reports" page. You will be able to run the Guide Schedule (Individual) report from a guide's "View Person" page.
To run the Guide Schedule (Individual) report from the "Formatted Lists" tab of the "Browse Reports" page, click either the icon above the name of the report or the name itself as shown above. To run the Guide Schedule (Individual) report from a guide's "View Person" page, click the "Guide Schedule" button also shown above.
Note: If you run the Guide Schedule (Individual) from the "Formatted Lists" tab of the "Browe Reports" page, you will have to select the guide for whom you want the schedule. If you run the Guide Schedule (Individual) from a specific guide's "View Person" page, Arctic will automatically enter that guide in the "Guide" field.
The Guide Summary must always be run from the "Formatted Lists" tab of the "Browse Reports" page. To run the report click either the icon above the name of the report or the name itself.
In addition to these two customizable guide schedule reports, there is a third report that can be run called Guide Schedule (All). This report will show you all of your guides and the dates they are scheduled in a Gantt style allocation report that looks like this:
To run this report, go to the "Other" tab of the "Browse Reports" page and click either the icon above the name of the report or the name itself.