Generating Organization Production Report

Use the Organization Production Report page to generate a report about property revenue information grouped by organization.

To generate the report:

  1. Select Administration > Reports > Profiles and Production > Organization Production Report .
  2. Specify the information that you require. See additional details about these fields:
    Property
    Select the property for which you want to generate the report.
    Report View
    Specify the report view. The report has the following views:
    • The List View displays organization information followed by total room night and revenue information. The total is not separated based on transient or group revenue.
    • The Summary View displays organization information grouped by transient and group business.
    • The Detail View displays organization information grouped by transient and group business and includes the individual records that make up the transient and group business.
    • The Parent/Child Summary View displays organization information grouped by parent organization and then grouped by child organizations.
    • The Summarized by Parent View displays the information grouped by the Parent Organization and the Parent’s Child Organizations.
    Organization
    Specify the organization to generate a report that includes only guest account or group records that are associated with the selected organization.
    Organization Type
    Specify the organization type to generate a report that includes only the selected organization type.
    Sales Person
    Specify the sales person to generate a report that includes the given sales person.
    Building
    The assigned building code based on which the revenue information for the organization is displayed in the report.
    Include Inactive Organizations
    If this check box is selected, the report includes organizations in both Active and Inactive status.
  3. Specify this information, in the Report Options section:
    Guest Cancelled/No-show/Waitlist Status
    If this checkbox is selected, the guest reservation status (cancelled/no-show/waitlist) with the related organization name is displayed in the report.
    Group Prospect/Tentative/Definite/Cancel/In-House/Checked Out Status
    If this checkbox is selected, the group booking status (Prospect/Tentative/Definite/Cancel/In-House/Checked Out) is displayed in the report.
    Include Inactive Booking
    If this checkbox is selected, the organizations with inactive status are displayed in the report.If this checkbox is cleared, the organizations with active status are displayed in the report.
    Include Complimentary in ADR
    If this checkbox is selected, the ADR column in the report displays the total amount of revenue extracted from the transaction value for the complimentary rooms.
    • If Include Complimentary in ADR checkbox is selected, the ADR amount displayed in the report is calculated using this process: ADR Calculation= Total Rooms Revenue / Sold Rooms
    • If Include Complimentary in ADR checkbox is cleared, the ADR amount displayed in the report is calculated using this process: ADR Calculation: Total Rooms Revenue / (Sold Rooms – Complimentary Rooms)
    Include House Use in ADR
    If this checkbox is selected, the ADR column in the report displays the total amount of revenue extracted from the transaction value of the house use rooms.
    • If Include House Use in ADR checkbox is selected, the ADR amount displayed in the report is calculated using this process: ADR Calculation= Total Rooms Revenue / Sold Rooms
    • If Include Complimentary in ADR checkbox is cleared, the ADR amount displayed in the report is calculated using this process: ADR Calculation: Total Rooms Revenue / (Sold Rooms – House Use Rooms)
    Report Revenue as Net
    If this checkbox is selected, the Revenue columns in the report displays the transaction amount excluding the inclusive taxes for the rooms.
    Group By Building
    If this checkbox is selected, the report includes information related to building, wing and floor. The report is grouped by the building code and includes the associated Reservation data.
    Note: 
    • The report is categorized based on the building defined at the Room Type level.
    • If the rooms have no building assigned, ‘No Building’ text is displayed in the report.
  4. Select the sort options in the Sort By section. You can sort the report by organization, organization type, room nights, room revenue, salesperson, or total revenue.
  5. Click Print.