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Automatic emailed "Push" reports in MyPMS.: MyPMS Automated Reports gives you the ability to schedule daily delivery of the "Manager", "Occupancy" and "Revenue" Reports to a primary email and cc email if needed. The Revenue Report revenue data is sorted by Room Type for the past 30 days from the previous day's date. . To set up an automated Revenue Report, see Automated Reports
Things to know about the Revenue Report
- This report should be run for dates in the past. Revenue data is generated from actual charges/payments to folios on or between the System Date(s) running the report.
- To see Occupancy during the Revenue period, go to Occupancy Report and run it for the same date range. NOTE:There are times when Night Audit timing may cause discrepancies in the Revenue and Occupancy reports. Occupancy and Revenue are different reporting paradigms and not intended to be equal at all times. Revenue is RENT posted to a folio during a specific time frame. Occupancy is ROOMS occupied. See this KB Article for further explanation.To see the details of the bookings summarized in the Revenue Report, run the Bookings Production Report for the same date range.
- If you are posting Charges (Rent and/or other Charges) in advance of the current system date. See Advanced Charges to Folio and Advanced Charges Report (ARC)
- The revenue totals generated in a Revenue Report are for Room Rent and Non-Room Rent. To see only total Room Rent Revenue by source or for a specific time period, use the Bookings Report. The room rent revenue on the Bookings Report will match the total room rent revenue in the Revenue Report if sorted by the same term.
- There may be times where a Group Folio has had RENT posted (or other Charges) but the Group will not have any 'Room Days' to report. For example, if you had a Group folio that you posted RENT August 29, but the Group had no actual booking until September 5, then the RENT would post for the August 29 but there would be no Room Nights to calculate for that date. The Room Nights would then post for Sep 5.
- Revenue displayed in this report looks for any status Revenue displayed in this report needs to be ACTIVE or COMPLETE status. A booking made during the reported time frame, but not checking in until a future date (ie, status is CANCELLED, CONFIRMED or , UNCONFIRMED), is NOT reported on this report. Even if an advance charge to the folio were made, the future booking is not included in the Revenue Report, ACTIVE).
- Any Direct Bill (DB:) payments will NOT be returned on the Revenue report.
- If a Booking has a $0 booking (ie, comp rate) but no Folio was ever populated with a charge and/or payment, then this makes no entry onto the Revenue report. If you issue 'comp' room bookings in this manner, then the Revenue Report's nights totals will not match your Bookings Report for the same time period.
- To see details on any non-room revenue, go to the Item Analysis Report
- To compare productivity to previous periods, run the same report for different date ranges. You can save the reports to Excel or .csv to merge the data and graph the comparisons. See Saving Reports to Excel
- You can also use Search Bookings to create detailed list of bookings filtered by search criteria such as, room type, rates, etc. This can be helpful in trying to locate any discrepancies.
"Revenue by" sort terms:
Keep in mind that since some of the sort options in this report are generated from data you enter like Source and Guest Type so - entering relevant terms to your business can help with planning and marketing.
The following sort terms can be entered and customized in setup.
- Guest Type - We provide default Guest Type terms like 'Return" and "Phone". These can be edited and you can add more Guest Types in the Setup Area. We encourage you to setup Guest Types that are relevant to you like Return, First Time Guest, Referral, etc. Guest Types are entered in the Booking Data of each booking.
- Sources - We provide default Source terms like 'Unknown" and "website". These can be edited and you can add more sources in the Setup Area. We encourage you to setup Sources that are relevant to sources you are using like Groupon, Travel Agent, Front Desk, Etc. Sources are entered in the Booking Data of each booking.
- Agent - Name of Travel Agent entered in booking. This will say "None" if not entered in booking data .
- Company - Company name in booking data if entered. This will be blank if not entered .
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See report examples: Bookings Report Source and Bookings Report Room Type
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