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When someone wishes to get a report for all Income made for a day, you should use the Manager's Report for the given day.
Notice the section at top called "Folio Charges / Income". This summarizes the groups of income and then provides a Total at the bottom. That is the daily total of income.
If further detail is needed on any Income category, then use the Transactions Report and select the drop-down menu "Transaction Category" and use the same date to get a detailed list of transactions for all folios that made up the 'Income' reported by the Manager's Report.
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The Reports are designed to be used in combination to give a summary view and detailed information when needed. For example, run the Revenue Report by "Source" for June. To see the details of the bookings from a source, run the Bookings Report by "Source" for June.

The most comprehensive summary or "day-at-a-glance" report offered in MyPMS is the Manager's Report. This report is often run daily to see daily activity and transactions. The report provides a summary of daily, month-to-date and year-to-date totals of revenue, charges, payments, AR Accounts, ARC, ARD and Forecasted Occupancy.

The Revenue Report creates a summary report of total Room Rent and Non-Room Revenue (excluding taxes) by: Country, Agent, Company, Guest Type, Rate Plan, Room Type, State, Source and User.

This report is primarily used to analyze actual Room Rent (the posting of the RENT Item to a Group or individual Booking folio) generated by source, room type, etc. and includes # of room nights, ADR, total revenue and % of revenue.

It is useful for tracking revenue from specific channels or agents and can be used to see which room types are generating the highest % of Revenue and have the highest ADR, etc.

 

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titleUnderstanding Reports
Page Tree
rootUnderstanding Reports
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titleMyPMS User Manual - Reports
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rootReports Tab


Section

Overview

Manager's Report: Daily snapshot of all transactions, balances and forecasted Occupancy. (Past and Future Dates)

The Manager's Report is the most comprehensive summary report of daily, month-to-date and year-to-date revenue, payments, AR Accounts, ARC, ARD and Forecasted Occupancy. It is recommended that all property managers run this report each day to see a summary of Daily/Monthly/Yearly activity and transactions: You can then see the details of the summary data displayed in other reports see, Manager's Report to see details and examples. To see details on any transaction, use the Transactions Report

Revenue Report : Actual Room and Non-Room Revenue in the past, use the Revenue Report. (Past Dates Only)

The Revenue Report creates a summary report of total Room and Non-Room Revenue (excluding taxes) Country, Agent, Company, Guest Type, Rate Plan, Room Type, State, Source and User.  This is a historical report as it only displays data from actual Room Rent and Non-Room Rent charged to folios. It does not display payments you have received by cash, credit card, etc. To see payment receipts, see the Manager's Report, Transaction Summary Report and Advanced Deposits Report. To see details on any transaction, use the Transactions Report