Review Housekeeping Reports
Housekeeping reports help managers review shift performance, room history, service request or do-not-disturb patterns, and inspection follow-up.
Quick Reference
| View | What It Shows | What To Check |
|---|---|---|
| Efficiency report | Housekeeping performance by date, staff, room group, or work area. | Confirm date range and filters before comparing staff workload. |
| History report | Historical room or staff activity. | Use it when a room status or assignment needs review. |
| SR/DND report | Service request and do-not-disturb report data. | Check records that affect room readiness or guest follow-up. |
| Inspection list | Inspection work and review state. | Use it to find inspection items that still need action. |
| Inspection templates | Templates that define what staff inspect. | Review templates before changing inspection standards. |
Before You Start
- You need manager access to HOME.
- Rooms, room types, sections, and staff should already be configured.
- Confirm the date range and property before reviewing results.
Review Efficiency
- Go to HOME -> Reports -> Efficiency.
- Select the date range.
- Apply staff, section, room type, or status filters if needed.
- Compare completed work with expected workload.
- Open related room assignment or room status pages when a number looks wrong.
Review History
- Go to HOME -> Reports -> History.
- Search or filter for the room, staff member, or date being reviewed.
- Compare the history entry with the current room or task state.
- Use the history record for handover or support review.
Review SR/DND Data
- Go to HOME -> Reports -> SR/DND.
- Select the date range.
- Review service request and do-not-disturb records that affect room readiness.
- Follow up with housekeeping or the duty manager when a record changes the shift plan.
Review Inspections
- Go to HOME -> Inspection.
- Review open, in-progress, or completed inspection records.
- Open an inspection when failed items or notes need manager follow-up.
- Confirm follow-up tasks are created when inspection issues require work after the inspection.
When you open a record with a saved checklist, the checklist appears first, so you can start reviewing immediately.
Maintain Inspection Templates
- Go to HOME -> Inspection Template.
- Review existing templates before editing standards.
- Add or update inspection sections and checklist items.
- Save changes before staff start the next inspection cycle.
- Tell staff when template changes affect what they must check.
Troubleshooting
Report data looks missing
What you see: A report does not show the expected records.
Do this:
- Confirm the date range.
- Clear filters.
- Confirm the source record exists in the operational page.
- Ask another manager to open the same report.
Inspection item is missing
What you see: Staff cannot find an inspection item they expected.
Do this:
- Check the inspection template.
- Confirm the template was saved before the inspection started.
- Confirm staff are opening the correct inspection record.
- Update the template only after confirming the property standard.