Prerequisites for Account Statistics Report
The Account Statistics report shows the number of room nights generated by a master (with the option to roll up subsidiary statistics) and whether the reservations (split between group and individual) were attached to a company, travel agent, or source profile, and if so, which one(s). The account statistics can be detailed by source code, origin code, market code, company profile, travel agent profile or source profile.
For this report, the definition of a Master Account is any company, agent, or source profile that has hierarchical relationships linked beneath it and does not have any hierarchical relationships linked above it.
SELECTION CRITERIA
The Property filter should be Visible, Required, and displayed at the top of the Parameter.
The logged in Property will be passed to the Property filter.
No other Properties will be available for selection.
The Property filter should be Visible, Required, Multi-Select, and displayed at the top of the Parameter.
The Property selected in the Report Property search filter should be passed to the Property filter.
All Properties in the HUB will be available for selection.
From Date. Filter account statistics from the selected date.
To Date. Filter account statistics to the selected date.
When selected, the field displays the list of selected profiles.
The Account Name or Account ID value can be entered in this field, which will be validated against the Search and Select Profile.
Owner Code. Filter accounts by Owners. This filter applies to the account being detailed, not to the accounts that may be reported as details of that account.
Priority. Filter accounts by Priority codes. This filter applies only to the account being detailed, not to the accounts that may be reported as details of that account.
Territory. Filter accounts by Regions. This filter applies only to the account being detailed, not to the accounts that may be reported as details of that account.
Business Segment. Filter accounts by Business Segments. This filter applies only to the account being detailed, not to the accounts that may be reported as details of that account.
Country. Filter accounts by Account Countries. This filter applies only to the account being detailed, not to the accounts that may be reported as details of that account.
Postal From/To. Filter accounts by a Postal Code range. This filter applies only to the account being detailed, not to the accounts that may be reported as details of that account.
Profile Type. Filter accounts by Profile Type (Company, Travel, or Source). This filter applies only to the account being detailed, not to the accounts that may be reported as details of that account.
Rollup Sub-Account Statistics.If checked, the selection field is enabled. 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 are 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.
Net/Gross. Select the Net or the Gross option button depending on how you want to display actual figures.
Currency. Visible when the application parameters Rate Management > Ability to Quote Rates in Foreign Currency is Active. (parameter already exposed in Cloud)
REPORT DATA
Name, Name 2, Name 3.
Address Line 1, City, Postal, Country, State.
Address Line 2, Priority, Owner Name, Owner Code, Business Segment, Territory.
Stays.
Total Nights (Individual, Blocked, Total).
Net Revenue or Gross (depending on the selection made: Room, Food and Beverage, or Miscellaneous), and Total Revenue.
This report does not consider DAY USE rooms in the Room Nights figures.
The figures in rep_acc_stats are calculated using the following Profile summary tables:
profile_yearly_statistics - when the date range requested includes a full calendar year.
profile_monthly_statistics – when the date range requested includes full calendar months, but not a complete calendar year.
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 tablet 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 1, 2011 – December 30, 2011, then profile_monthly_statistics will be used for January 1 – November 30 and company_stat_daily will be used for December 1 – December 30.