End of Month Reports in GuestPoint

66 - Reports - End of Month - End of Month Reports

GuestPoint Reports menu with End of Month Reports option highlighted

Procedural Note 66   

Reports – End of Month – End of Month Reports

End of Month Reports screen showing report title field, year and month selectors, and Download button

            1.      Modify your report title (might want to include the month), choose the year and month of data you are saving. Press download.


                  File explorer showing downloaded ZIP file containing end-of-month report documents

            2.     The files are downloaded as a .zip file to the location designated during setup and onboarding. You can download these files as many times as needed. This process is separate from the month-end roll and serves as a comprehensive set of documents covering all aspects of the business. It acts as a 'dry'             run to ensure all inputs are correct before completing the actual month-end roll. To officially roll the month end, refer to TrustPoint Procedural Note 31.