|
|
|
Profile Production Statistics (profileproductivitystat with STA2.FMX)
Note: When printing this Report help topic, we recommend printing with Landscape page orientation.
The Profile Production - Summary Report allows a property the means to determine the production a profile is generating for their property. The figures that can be produced include room nights, revenues, cancellations, block bookings, etc. The user has the ability to determine or choose what will be displayed on the report output. Further filters allow for the user to narrow down the number of profiles that will be printed by stipulating a minimum revenue production or a specific country or owner code. This report can then assist when determining negotiated rates, contracts, or possible block bookings for the future. The report can be printed for any date range and can either be run for one profile type or multiple profile types.
A profile will only appear on the report if it has been or is attached to an active reservation, financial posting, or block. A profile that appears with 0 statistics means that it was attached to an active reservation that generated forecast or statistical rows (this would include No Show or Cancelled reservations).
Keep the below items in mind when reading this report, as there are notable differences when making comparisons between the Profile History tab, profile_productivity_detailed, and profileproductivitystat. Balancing the three is possible when it is understood what the figures represent and when using the appropriate columns. The profileproductivitystat report considers the following:
Note: For Share Reservations, if one reservation arrives, the report will reflect 0 No Show Rooms. This matches the Manager Report logic.
Note: For Share Reservations, if one Reservation is a cancel and one reservation arrives, this report will reflect 0 Cancellation Rooms.
The report is populated from the following tables/views:
Past Statistics - Productivity_view
Forecast Statistics – Reservation_summary
Legacy/Manual Statistics – Reservation_history
Individual and Contacts – pms_guest_history_resv_view1
All other profile types – pms_history_reservation_view1
From/To. Enter any date range; this can include past, present and future dates. When selecting to include the current date, keep in mind that any postings that have been made for today will NOT be included on the report.
Room Class. Multi-select LOV for filtering on specific room classes. Room classes may be configured to define groupings of room types that have some characteristics in common. The Room Class filter is only displayed when the General>Room Class application function is active.
Note: The Room Class LOV displays all room classes that were available at any time during the period specified by the date range you have selected, regardless of whether the room class was subsequently deleted and is not currently available. This ensures that statistics will be available for room types that were associated with room classes that have since been deleted.
Individuals/Blocks. When the Blocks>Business Block Type application parameter is active, then the list of values will display each individual configured booking type, including the inactive ones. When the parameter is inactive, then only the Individuals and Block options are available for selection. Selecting a booking type will limit the report to statistics belonging to profiles associated with business blocks having that booking type.
When reporting on Selected Profiles, all fields in the Profile Filter section will not be available for selection except for the Include Legacy/Manual Statistics.
Minimum Revenue. The minimum amount of Revenue that a Profile has produced, in order to be included on the report.
Note: Which kind of revenue will be taken into consideration for the Minimum Revenue field depends on the sort order that is chosen for the report.
When the sort order is Alphabetical, Room Nights, Room Revenue, or Arrival Rooms then the Minimum Revenue is based on Room Revenue.
When the sort order is F&B Revenue then the Minimum Revenue is based on Food & Beverage Revenue.
When the sort order is Total Revenue then the Minimum Revenue is based on Total Revenue.
Minimum Nights. The minimum amount of Room Nights that a Profile has stayed, in order to be included on the report.
From Postal Code. The postal code to begin the results with.
To Postal Code. The postal code to end the results with.
Industry Code. Select the industry type(s) to be included in the results.
Account Type. Select the account type, or account types, to be included in the results from the multi-select list of values.
Currency Code. The currency code that will be used when determining the exchange rate to be displayed in the results.
Owner. When the General>Owner application function is active, select a specific Sales Manager for filtering on the report. When selecting a Owner from the list, all the profiles that the Owner is selected for, Primary Owner or not, will be displayed in the report output.
OPERA users can be configured with an owner code. The owner code can then be associated with account profiles (and business blocks). If the owner has no profiles associated with it, the owner will be excluded from the report. The LOV will display all owners with access to the selected property.
Business Segment. Available for Company, Travel Agent, Source, and Contact profiles. This refers to the Business Segment attached to a profile, not on the reservation. The Business Segment field is not available for Group profiles. However, for all other profile types, the Business Segment field is available on the Sales Info tab.
Rollup Master Statistics. Three SID data relationship types have been introduced to the application. These relationships must be used in creating the hierarchy in order for the Statistical Master Account Reporting to work. The relationships have been created for Company, Source, and Travel Agents, and may not be edited or deleted. The Relationships are as follows:
From Type: |
Company |
From Relationship: |
C-Master |
Relationship Description: |
Company Master |
To Type: |
Company |
To Relationship: |
C-Sub |
Relationship Description: |
Company Subsidiary |
From Type: |
Travel Agent |
From Relationship: |
T-Master |
Relationship Description: |
Agent Master |
To Type: |
Travel Agent |
To Relationship: |
T-Sub |
Relationship Description: |
Agent Subsidiary |
From Type: |
Source |
From Relationship: |
S-Master |
Relationship Description: |
Source Master |
To Type: |
Source |
To Relationship: |
S-Sub |
Relationship Description: |
Source Subsidiary |
The report profileproductivitystat will be used to provide the Master account statistical information. This enables the property to print statistics based on an established hierarchy, and, therefore, quickly ascertain those Companies, Travel Agents or Sources that are providing the most business for the property.
When Rollup Master Statistics is selected, the report output will only display those Master profiles at the highest level and, in turn, will include all statistics attached to the Subsidiary Profiles that have a Relationship established.
Print All Subsidiary Profiles. When a single Company, Source, or Travel Agent profile is selected in conjunction with the Rollup Master Statistics check box, this check box is displayed. Selecting this check box along with the Rollup Master Statistics check box, the results will display all of the Subsidiary Statistics accordingly and will display the Master Profile Statistics without any of the subsidiary statistics included.
Include Legacy/Manual Statistics. When selected, the report will include the migrated stay history from previous property management systems or statistics that were manually added to a Profile. The Legacy/Manual reservations will not be displayed on separate lines, but incorporated into the existing rows for Rooms and Revenues. For the breakdown of Individual/Block, all legacy/manual reservations will be considered as Individual as these stored reservations would have no indication of Block Codes, etc.
You may filter and report on an entire profile type category (Individual, Company, Travel Agent, Group, Source, or Contact), or you may select individual profiles from one or more type category.
To filter and report on one profile type category, select the Individuals, Companies, Travel Agents, Groups, Sources, or Contacts radio button. All profiles in the category you select are eligible for the report, depending on the other filter criteria you choose.
To filter and report on selected profiles from one or more profile type categories, select the Selected Profiles radio button. A field with a down arrow appears to the right, allowing you to make your selection of profiles from all categories. (At least one profile must be selected.)
To choose profiles, select the down arrow. The Profile Search screen appears. Use this screen as you normally would to search for the profile you want to include in the report (see Profile Search screen). Two special features appear on the Profile Search screen when it is accessed from the Profile Production Statistics screen:
(Options such as editing profiles and creating new profiles are not available from the Profile Search screen when accessed for purposes of this report.) When you select the Close button on the Profile Search screen, the Select Profile screen appears.
This screen shows the profiles you have chosen for the report, including address information. The profile type of the highlighted profile appears in blue text in the lower left-hand corner of the screen.
Use this screen to verify your choices of profiles and to add or remove profiles from the report.
Add. Select this button to return to the Profile Search screen to choose additional profiles for reporting.
Remove. Highlight a profile and select this button to remove the profile from the profiles being reported on.
When you are done, select the OK button to return to the report options screen.
Note: Once you have chosen one or more profiles for reporting, the Profile Select screen, rather than the Profile Search screen, will appear when you select the down arrow on the Selected Profiles field.
Room Nights. Displays the total number of room nights.
Cancelled Rooms. Displays the total number of cancelled rooms.
No Show Rooms. Displays the total number of no show rooms.
Day Use Rooms. Displays the total number of day use rooms.
ADR. Displays the average daily revenue.
Total Revenue. Displays the total revenue.
Room Revenue. Displays the total room revenue.
F&B Revenue. Displays the total F&B revenue.
Extra Revenue. Displays the total extra revenue.
Non Revenue. Displays the total non revenue.
Adults. Displays the total number of adults.
Total Revenue Per Guest. Displays the total revenue per guest.
Room Revenue Per Guest. Displays the total room revenue per guest.
F&B Revenue Per Guest. Displays the total F&B revenue per guest.
Extra Revenue Per Guest. Displays the total extra revenue per guest.
Non Revenue Per Guest. Displays the total non revenue per guest.
Reservation Nights. Displays the total reservation nights.
Reservation Arrivals. Displays the total reservation arrivals.
Cancelled Reservations. Displays the total cancelled reservations.
No Show Reservations. Displays the total no show reservations.
Day Use Reservations. Displays the total day use reservations.
The following options will display more than one result on the report when selected:
Arrival Rooms. Sorts the results by Arrival Rooms and on the "Top xxx Arrival Rooms." This option only considers the primary share and the number of rooms reserved.
Children. When the Rates>Rates by Defined Buckets application function is active, the report will break down the rates into age buckets that have been defined in the Rates>Rate 1-5 application setting.
Block Breakdown. Will display the breakdown of Room Nights, Room Revenue and ADR that has been generated for reservations attached to a Block.
Individual Breakdown. Will display the breakdown of Room Nights, Room Revenue and ADR that has been generated for reservations not attached to a Block.
Sort Order. Alphabetical, Arrival Rooms, F&B Revenue, Room Nights, Room Revenue, Total Revenue.
When F&B Revenue, Room Nights, Room Revenue or Total Revenue is selected, an additional field will be displayed, Top. This allows the user to further filter their criteria to only look for those profiles that have "produced" for their resort. For example, if the user selected Profile Category Companies and sorted on Room Nights and then inserted a 20 in the Top field, the report would only return the Company Profiles that produced the top 20 most room nights. Therefore the number of profiles displayed on the report can be more than the number entered in the Top field. This is due to the fact that some profiles may have the same number of nights.
Net. The room/food/other/total revenue values are displayed without taxes. The non-revenue values include all tax postings plus all other non-revenue postings (e.g., paid-outs).
Gross. All tax postings will be shown under their respective revenue types, i.e. tax postings that have been created by room revenue postings will be included in the Room Revenue Total. That means that the non-revenue column will now show only the 'real' non-revenue postings plus any tax postings that have been created by non-revenue postings.
