Account Ranking - Catering (REP_ACCOUNT_RANK_CAT.REP with REP_ACCOUNT_RANK_CAT.FMX)

This report allows the printing of accounts ranked by a selection of criteria. The data that is being considered for the ranking comes solely from the group bookings associated with the appropriate accounts, not any individual production that might be linked.

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.

Selection Criteria

Property. Available when either the OPP_MHT2 or OPS_MHT2 license is active. Select the property for which the report should be printed.

Arrival Period. Enter a date range for the arrival period.

Business Block Status. Will filter on business blocks whose status is within the selected status list at the time the report is run.

Note: Lost and canceled type statuses are included if no specific selection is made.

Account Sales Manager. Select one, multiple or all account sales managers to filter this report by.

Account Type. Select an account type to filter this report by (e.g., company, employee, travel agent, source).

Note: When a Travel Agent or Source is calculated, their bookings are considered even if the Booking also has a Company attached. Meaning that all Bookings linked to an Account are considered, regardless of another Profile also being linked.

Select Status for Status Change. Will look at the booking change logs and select all bookings that had a status change to the selected status applied to them in the selected date range.

Example: If a combination of the following filters is selected

• Business Block Status: DEF, ACT
• Status Change Status: DEF
• Status Change Date Range: 01-01-03 to 07-01-03

the report will consider only bookings that are at the time of printing either on status DEF or ACT and which had their status changed to DEF between the selected dates when calculating the rank of the linked account.

Date Range (Status Change). Select a date range From and To between which status changes to accounts would have occurred.

Revenue Group 1, 2 & 3. Allows the selection and grouping of the configured catering revenue groups to display on the report. The F&B group will not be shown for selection as this column will always print. The other configured revenue groups (not revenue types) can either be selected separately or combined into one column.

Rank By. Select one of the following options from the list of values:

• Number of Bookings. Physical number of group bookings that are linked to the account.
• Rooms Nights. Number of Rooms Nights associated with the account.
• Room Revenue. Amount of Room Revenue generated by the account for the selected period.
• F&B Revenue. The calculation will be based on the catering F&B revenue type only.  If actual catering revenue exists, the actual revenue will be taken, otherwise expected/guaranteed, if exists, or forecasted revenues will be added to the total.
• Total Revenue. Room revenue and all catering revenue will be evaluated as a total for each booking and the account ranked by these totals of all linked bookings. All catering revenue is considered, not only the revenue linked to the revenue groups selected on the filter.
• Average Rate. Average rate for the account.
• Covers. Ranking is done by the total number of covers of all bookings that fall into the selected filter criteria.
• F&B Rev. Por. The rank will be determined by the amount of revenue generated per occupied room for each account. The total revenue generated by the account is divided by the number of room nights to calculate this figure.
• Catering Revenue. Amount of Catering Revenue generated by the account for the selected period.

Number of accounts. Number of accounts to be printed onto the report.

Sort Rank Criteria. Select to sort the rank criteria in either ascending or descending order.

Currency. Select the currency in which the revenues on this report will display.

Report Data

The report is a line report that will print the following data: Account rank and account name. Account type, country, state and city. Account owner, generated covers, number of bookings, number of room nights, room revenue, F&B revenue, other revenue divided by revenue groups as defined in the filters (up to three), total revenue and revenue per occupied room. Revenue per occupied room is an average amount per room-nights based on produced room revenue and catering revenue. The report can be ranked and printed in ascending or descending order.

The room revenue is not calculated NET. It is based on the rate amounts as entered into the grid, irrespectively of any taxes or packages that might be included in the rate.

If the booking status is ACTUAL the pick-up room nights and room revenue will be calculated into the total, if the status is not ACTUAL, the booked room nights and revenue will be taken instead.

For catering revenue, the calculation is done depending on which revenue level exists. If actual revenue exists for an event, the actual revenue is taken. If no actual revenue exists, the guaranteed revenue is taken. If no guaranteed revenue exists, the expected revenue is taken. If no expected revenue exists, the forecasted revenue will be taken.