Account Production Difference (REP_ACC_PROD_DIFF.REP with REP_ACC_PROD_DIFF.FMX)

The Account Production report enables management to identify accounts that drop in production as compared to a similar period in previous years and allows for the appropriate sales actions to be taken to get the account back on track. The report shows a comparison of room nights, Room Revenue, and Total Revenue between the two selected date ranges.

For purposes of this report, the definition of a Master Account is any company, agent or source profile that has subsidiaries linked beneath it with the selected relationship type, but which does not have any further relationships linked to it with the selected relationship type above it.

Note: This report requires that the user be granted the ACCOUNT PRINT permission in the selected property to run the report. Also, the Property LOV in this report is further limited by the properties to which the user has the appropriate access granted.

Search Criteria

Account Name. When this option is selected the Account Search screen displays. Select the accounts for which this report is to be run.

Account Owner. Select the accounts owners for which this report is to be run.

Priority. Select the priorities for this report.

Profile Type. Select a profile type (e.g., Company, Agent, or Source).

Account Country. Select the countries to use as a filter for this report.

Bus. Segment. Select the business segments to use as a filter for this report.

Postal Code Range. Enter a range of zip codes to be used as a filter for this report.

Rollup Sub-Account Statistics. If checked, the relationship selection field is enabled. Statistics of all accounts that are linked in any level underneath the selected account with the selected relationship will be rolled up. Select from a list of all configured hierarchical relationship types where the From Type and the To Type equal the type selected in the Profile Type LOV. For example, if Company is selected in the Profile Type LOV, then the Relationship LOV will list Company to Company hierarchical relationships. Hierarchical relationships with a From Type or To Type that is not equal to Company will not be displayed. The report will then calculate statistics from all accounts linked to the master account via that relationship type.

Property. Select the properties. The report details will filter the statistics based on the selected properties.

Date Range 1 From/To. Date Range 1 to calculate and print statistics for. Date Range 1 will serve as the baseline for the Difference section.

Date Range 2 From/To. Date Range 2 to calculate and print statistics for. Date Range 2 will be compared against Date Range 1 in the Difference section.

Difference Based On. Select either Room Nights, Room Revenue, or Total Revenue. Accounts will be selected for inclusion in the report based on the value selected.

Threshold. Numeric field to define the threshold to use in filtering which accounts to select for inclusion in the report.

Based On. This refers to the Threshold field. Select either a Percentage or an Amount.

Note: Filtering on a threshold will only print those accounts where the absolute value of the production difference between date range 1 and date range 2, as defined in Difference Based On, is higher than the number specified in Threshold field (either a percentage or value determined by the field Difference Based On).

Sort Order. Select either 'Account Name' (ASC), 'Difference Amount' (DESC) or Difference Percentage (DESC). The sorting by difference refers back to the value selected in the Difference Based On field.

Report Output

This report displays for each account in four major sections. The first section contains the account name, name 2, name 3, address, address line 2, city, state, postal code, country, priority (detailed), business segment (detailed) account owner name and owner code. The second section contains room nights, room revenue, f&b revenue, miscellaneous revenue and total revenue for date range one.

This report does not consider DAY USE rooms in the Room Nights figures.

The third section contains room nights, room revenue, f&b revenue, miscellaneous revenue and total revenue for date range two.

Finally, the fourth section contains a comparison on room nights, room revenue and total revenue between date range 1 and 2 with a numeric and percentage variance comparing date range 2 to date range 1.

The figures for this report are calculated using three tables:

1. profile_yearly_statistics - when the date range requested includes a full calendar year, this table is used.
2. profile_monthly_statistics – when the date range requested includes full calendar months but not a complete calendar year, this table is used.
3. company_stat_daily (or agent_stat_daily or source_stat_daily) – when the date range requested includes dates that are less than a full calendar month, this table is used for those dates.

Example 1:

If the requested date range is January 1, 2011 – December 31, 2011, then profile_yearly_statistics will be used.

Example 2:

If the requested date range is January 2, 2011 – December 31, 2011, then company_stat_daily will be used for January 2 – January 31 and profile_monthly_statistics will be used for February 1 – December 31.

If running this report in SFA for an interfaced property, then the reservation_stat_daily table must be exchanged via OXI and the application parameter GENERAL>POPULATE RESERVATION STATISTICS TABLES must be set to Y.

The report data will be based on net revenue figures. Differences will be calculated as follows:

Room Nights = Room Nights Date Range2 - Room Nights Date Range 1 Room Nights % = (((Room Nights Date Range 2 / Room Nights Date Range 1)* 100) - 100)

Room Revenue = Room Revenue Date Range 2 - Room Revenue Date Range 1 Room Revenue % = (((Room Revenue Date Range 2 / Room Revenue Date Range 1)* 100) - 100)

Total Revenue = Total Revenue Date Range 2 - Total Revenue Date Range 1 Total Revenue % = (((Total Revenue Date Range 2 / Total Revenue Date Range 1)* 100) - 100)