Prerequisites for Group Room Pace (BI) Report
The Group Room Pace Report is sorted by Property Year and grouped by Total, Catering Only Y (Sales) and Catering Only N (Catering).
Report Elements
This report is a BI Publisher report. Customizing the report is not recommended. The following are the report elements:
Report Name - Group Room Pace (BI)
File Name - rep_group_rooms_pace_bi.rtf
Form to run - rep_group_rooms_pace_bi.fmx
Data Template - rep_group_rooms_pace_bi.odt
Selection Criteria
Report Output
Production Period. Each change to Revenue or Status is recorded in production change logs. When dates are entered in the Production From and To Date fields, those dates are used as filters when querying the logs. To illustrate, a business block created on status TEN in April 2018 with a start date in October 2018 turns to DEF in June 2018. In this scenario, two entries would appear in the status change log for this business block: one for the creation of the business block on status TEN in April 2018, and one for the status change to DEF in June 2018. If revenue is added to the DEF business block in July 2018, another change log entry is written to record that revenue. Because they filter on a date when something has already happened in OPERA, the dates entered here should be for today’s date or earlier.
For STLY (Same Time Last Year) calculations, the report considers the Production From Date as empty and the Production To Date as the Production Date entered, minus one year.
From. (Mandatory). Enter the calendar date to indicate the beginning of the Production Period for which the report is to be filtered.
To. (Mandatory). Enter the calendar date to indicate the end of the Production Period for which the report is to be filtered.
Stay Dates. These dates are the calendar stay periods that appear in the report. The calculations for STLY are affected by the Fixed Stay Dates check box. When the Fixed Stay Date check box is selected, the Stay Dates used for calculating STLY are the same as those entered here. When the check box is not selected, the Stay Dates used for calculating STLY are the Stay Dates entered, minus one year.
From. (Mandatory). Enter a start date range when the report will filter business blocks by allotment date.
To. (Mandatory). Enter an end date ranged when the report will filter business blocks by allotment date.
Property. Select the property for which the report should be printed. When you are logged in at the hub level, the property LOV is multi select, which allows you to run the report for multiple properties.
Origin. Select Origins. This LOV lists all of the possible values from the internal field allotment_origin values from the Business Block header. When a value is selected, only events from business blocks with this origin are considered. If no value is selected, all business blocks are considered. Possible values are based on the user who created the block and the Act As and At values set on the user in Role Manager.
If the Act As value = Conference Sales Person, and the At value = Property level, then the block is flagged as Sales and Catering.
If the Act As value = Reservation Sales Person, and the At value = Central, then the block is flagged as ORS.
If the Act As value = External System, then At value = not required, and the block is flagged as EXT.
If the Act As value = Reservation Sales Person, and the At value = Property, then the block is flagged as PMS.
If the Act As value = Conference Sales Person, and the At value = Central level, then the block is flagged as SFA.
BLOCK
New Definite. (Mandatory). Select one status code from a list of all status codes that can turn to an Actual status. The New Definite column is calculated based on the business blocks that turned to this status during the requested production period.
Incl Actual. (Enabled when a Status is selected in the New Definite field). Select this check box to include Actual business blocks with the figures in the Definite On the Books totals.
Cancel. (Mandatory). Select status codes from a list of all Return-to-Inventory statuses. The Cancel column is calculated based on the business blocks that turned to this status during the requested production period. All figures are reported as a negative.
OTB Status 2. (Mandatory). Select status codes from a list of all status to be used when calculating the first of the last two sections.
The TY (This Year) column is calculated based on the business blocks currently in this status for the stay dates.
The STLY (Same Time Last Year) column is calculated based on business blocks with this as a Last Status for the Production Period and Stay Period minus one year.
OTB Status 3. (Mandatory). Select status codes from a list of all status codes to be used when calculating the second of the last two sections.
The TY (This Year) column is calculated based on the business blocks currently in this status for the stay dates.
The STLY (Same Time Last Year) column is calculated based on business blocks with this as a Last Status for the Production Period and Stay Period minus one year.
REVENUE
Currency. Select the currency you want to be used for calculating the figures in this report. All figures are reported in the selected currency. If no value is selected, the report will be calculated using the Base Currency of the logged in Property.
Revenue. One of the options must be selected, Net or Gross. You can select the Incl Packages check box if either Net or Gross is selected.
Net. When selected, Room Revenue will be calculated as: Net Room Rate calculated as Room Only.
Included generates are deducted.
Excluded generates are not added.
Included packages and their generates are excluded.
If Incl Packages is selected, then Included and Excluded Packages are included but their Included and Excluded Generates are not included.
Gross. When selected, Room Revenue will be calculated as: Gross Room Rate calculated as:
Included generates are not deducted.
Excluded generates are added.
Excluded packages are not added.
Included Packages and their generates are excluded.
Note:
Net and Gross calculations are only done for On the Books and ACTLY (Actual Last Year) calculations. All other revenue is reported as seen in OPERA Cloud.Owner. All 3 filters are multi select. If no value is selected, then all Owners listed in the LOV are considered.
Block Owner. Only business blocks with this Overall Owner are considered.
Rooms Owner. Only business blocks with this Rooms Owner are considered.
Catering Owner. Only business blocks with this Catering Owner are considered.
Block Type. (1 of the 3 options must be selected).
All. Select if all business blocks will be considered.
Catering. Select if only business blocks marked as Catering Only will be considered.
Rooms. Select if only business blocks not marked as Catering Only will be considered.
Same Time Last Year. Select how you want the calculations made for STLY. When the Fixed Stay Date check box is selected, the Stay Dates used for calculating STLY are the same as those entered in Stay Dates To/From fields. When the check box is not selected, the Stay Dates used for calculating STLY are the dates entered in the Stay Dates To/From fields, minus one year.
The first grouping depends on the value selected in the Block Type filter.
If All is selected, the grouping will contain Total Sales and Catering, Total Sales, Total Catering.
If Catering is selected, only Total Catering will print.
If Rooms is selected, only Total Sales will print.
The second grouping is by Stay Month (based on the Stay Date range selected in the report parameter screen)
Row Headers
Calendar Periods. Determined by the values selected in the Stay Date range.
Production Period Section:
New DEF. Calculated from business blocks that turned Definite during the Production Period. Definite is determined by the New Definite filter in the report parameter screen.
Can. (Cancel). Calculated from business blocks that turned to Cancel during the Production Period. These numbers will always be reported as a negative. Cancel is determined by the Cancel filter in the report parameter screen.
Rev. (Revaluations). Calculated from business blocks that were already Definite when the Production Period began and had a change during the Production Period while still in Definite. Definite is determined by the New Definite filter in the report parameter screen.
Slip. (Slippage). Calculated from business blocks that were already Actual when the Production Period began and had a change during the Production Period.
An example for the above columns:
In June 2018, Block turns DEF with 100 Rooms.
In July 2018, Block drops to 95 Rooms (still DEF).
In August 2018, Block turns to ACT with 97 Rooms.
If the report is run for Production Period June – August 2018, the results are:
NEW DEF +100 rooms
Reval -5 rooms
Slippage +2 rooms
Net. (Net Change) = (New Definite + Cancel + Reval + Slippage).
Rooms On The Books Section:
The Rooms On the Books column header will be updated with the Status Code selected in the New Definite filter in the report parameter screen and the Actual Status Code, if Incl. Actual is selected in the report parameter screen.
Total. The current number of Room Nights for business blocks in this status for this Stay Period. If the business block is in an Actual status, picked-up room nights are considered. Otherwise, blocked room nights are considered.
ACTLY. (Actual Last Year) The current number of picked-up room nights for Actual business blocks for the Stay Period minus one year (production period is not considered).
STLY. (Same Time Last Year) Rooms Nights for business blocks in this status at the end of the selected Production Period minus one year for the selected Stay Period minus one year. The calculation considers the Production From Date as empty and the Production To Date as the Production Date entered, minus one year.
Budget. Room Night Budget for the Stay Period as entered in the OBI Budget Forecast module.
ACTLY Var. Total – ACTLY.
STLY Var. Total – STLY.
Budget Var. Total – Budget.
Rates On The Books Section:
The Rates On the Books column header are updated with the Status Code selected in the New Definite filter in the report parameter screen and the Actual Status Code, if Incl. Actual is selected in the report parameter screen.
Total. (Total OTB Revenue ÷ Total OTB Room Nights).
ACTLY. (ACTLY Revenue ÷ ACTLY Rooms Nights).
STLY. (STLY Revenue ÷ STLY Room Nights).
Budget. (Budget Revenue ÷ Budget Room Nights).
ACLTY Var. Total – ACTLY.
STLY Var. Total – STLY.
Budget Var. Budget Var = Total – Budget.
Room Revenue On The Books
The Room Revenue On The Books column header are updated with the Status Code selected in the New Definite filter in the report parameter screen and the Actual Status Code, if Incl. Actual is selected in the report parameter screen.
Total. Total Room Revenue for business blocks in this status for this Stay Period. If the business block is in an Actual status, picked-up room revenue is considered. Otherwise, blocked room revenue is considered.
ACTLY. (Actual Last Year) The picked-up room revenue from Actual business blocks for the Stay Period minus one year (production period is not considered).
STLY. (Same Time Last Year) Room Revenue for business blocks in this status at the end of the selected Production Period minus one year for the Stay Period minus one year. The calculation considers the Production From Date as empty and the Production To Date as the Production Date entered, minus one year.
Budget. Room Revenue Budget for the Stay Period as entered in the OBI Budget Forecast module.
ACTLY Var. Total – ACTLY.
STLY Var. Total – STLY.
Budget Var. Total – Budget.
On the Books Status 2 and 3 Sections:
This section reports Room Nights, Average Rate and Room Revenue for the Stay Dates based on the status selected in the OTB Status 2 and OTB Status 3 filters in the report parameter screen.
TY. (This Year). Current, on the books Room Nights, Average Rate and Room Revenue for the selected Status and Stay Period.
STLY. (Same Time Last Year). Room Nights, Average Rate and Room Revenue for business blocks in this status at the end of the Production Period minus one year for the Stay Period minus one year.
Var. TY – STLY (This Year – Same Time Last Year).