Exporting Final Data from Astra
Since the last day of Read-Only access for Astra is December 14th, it is recommended to run any reports that you may need going forward.
Some reports that we recommend generating and printing/exporting are listed below:
- Customer data base - From the top menu in Astra, click on "Setup > Customers > People". Build the list of all customers and export this information.
- Rent Roll Report - From the top menu in Astra, click on "Work > Reports". Then expand "Sales & Revenue" then click on "Rent Roll". Use the "Export" button at the bottom to export this report to your computer.
- Revenue by Code - If revenue information is needed, this is recommended. From the top menu in Astra, click on "Work > Reports". Then expand "Sales & Revenue" then click on "Revenue by Code". Remember to enter the date range you are interested in. Use the "Export" button at the bottom to export this report to your computer.
- Cash Receipts by Clerks - This will report on payment information. From the top menu in Astra, click on "Work > Reports". Then expand "Sales & Revenue" then click on "Revenue by Code". Remember to enter the date range you are interested in. Use the "Export" button at the bottom to export this report to your computer.
- Reservations - Click on the Customer tab at the top of the Astra dashboard. Then click on the "Search Selection" drop-down and select "Stay Between". Enter the entire time that you have been using Astra. Use the "Export" button at the bottom to export this report to your computer.