Step 1 – Print the AutoClerk Report

In AutoClerk Cloud, go to Reports > Manager > Manager’s Report. The date should already be yesterday’s. Check the box next to “Include Last Years Data” and click Submit Query. Leave the Display Method as “Screen” for now, otherwise the report will print sideways cutting off the section we want to look at.

The Manager’s Report will now appear on screen. From here, you may want to print the report. It should print in normal portrait format and all the data we’ll be looking at will appear on one page. If you prefer to leave the report on the screen and transfer the numbers over, that works too!

Step 2 – Complete the morning spreadsheet

Click here to open the daily report spreadsheet for BWC in a new tab.
Click here to open the daily report spreadsheet for BWAC in a new tab.

Go to the current month we’re in using the tabs at the bottom of the spreadsheet. Click the tab to open this month and find yesterday’s date. It should be in the far left section with no data filled in yet.

Fill in the “Sold” field using the figure from the Manager Report “Occupied” for Today
Fill in the “Revenue” field using the figure from the Manager Report “Room” for Today

When you’re done, simply close the spreadsheet tab. The data will save on its own.

Step 3 – Complete the morning report

Using the same Managers Report, the columns under “Occupancy” for Today, MTD, and LYMTD. You’ll notice the form below is asking for the same information. Simply fill in the data asked for as displayed. Note the LYMTD is separated from the other information by two columns.