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Things to know about the Revenue Report
- 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 (not common), then the report date range will take any future posted folio Charges if the date range is included in the request. To see a list ofsystem 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. See Bookings Report
- Revenue displayed in Booking revenue reported on 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 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.
- 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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- Go to REPORTS | MANAGERS REPORTS
- Click on Revenue Report
- Choose Date: Choose a single date or date range. I.e. for a single date choose Dec. 1, 2015 and Dec. 1, 2015 in both the start and end dates.
- Revenue By: Sorts revenue by chosen term in drop down list: Agent, Company, Guest Type, Rate Plan, Room Type, Source and User. You must choose a sort term. Note: All reports will result in the same revenue amount, but will say "none" for Agent and "unassigned" for Company if none is chosen in the Booking data.
- Choose the report format: HTML, Excel or Text.
- Click Generate Report
Bookings Revenue Report displays the following information:
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