Generating Occupancy Statistics RMS Balancing Report

To generate the report:

  1. Select Administration > Reports > Forecast and Availability > Occupancy Statistics RMS Balancing Report.
  2. Specify the Property for which the report is generated; in the Report Parameters section.
  3. Specify this information in the Report Parameters section:
    Group By
    The group by code to display the matched records on the report. For example, if Rate code is selected as the Group By value, the report displays Rate Codes configured on the Guest stay record.
    Group By Code
    This field is defaulted with values based on the Group By field. For example, if Group By is set to Room Type, this field lists all the available room types to report.
    Group Status
    The group reservation status code. These are the available options: Checked Out, Definite, In House, and Tentative.
    Building
    The building code type based on which the Property and Building details are displayed.
  4. Specify the type of data that must be printed in the report in the Report Options section:
    Include Zero Values
    If this checkbox is selected, the report includes only the Group By codes that are not applied to a reservation or group booking for the date range specified in the report.
    Include Lease Reservations
    If this checkbox is selected, the report includes lease reservation information for the guest stay.
    Include Un-Reserved Lease
    If this checkbox is selected, the report includes the unreserved lease information for the guest stay. The unreserved lease data with these status is displayed:
    • Definite
    • Released
    • Complete
    Note: The lease status is defaulted from the Lease screen.
    Include Tentative Lease
    If this checkbox is selected, the report displays the reserved lease column with reservation information that is associated with a lease.

    The unreserved lease column with lease information and has a status set to Tentative.

    The lease related data for these status is displayed in the generated report for the specified date range:

    • Definite
    • Released
    • Complete
    Note: This value is defaulted from the status specified in the Lease screen.
    Include Day Use in Rooms and Revenue
    If this checkbox is selected, the report includes the day use room revenue in the Revenue column, and day use rooms are included in the calculation for Rooms Sold and guest counts.
    Include Day Use in Revenue
    If this checkbox is selected, the report includes the day use room revenue in the Room Revenue column, but not included in Rooms Sold, or in guest counts.
    Show Contract Columns
    If this checkbox is selected, the report displays the Contract Pickup and Contract Remaining Columns against the reservations.
    Include Contract Reservations
    If this checkbox is selected, the report displays the Room Revenue, guest details and other reservation details for Contract Pickup reservations in the Room Revenue Column.
    Include Remaining Contract
    If this checkbox is selected, the report displays the Room Revenue, guest details and other reservation details for Contract remaining in the Room Revenue Column.Contract remaining is the amount that is left after deducting the picked up rooms from the total allocated rooms for the booking contract.
    Show Group Columns
    If this checkbox is selected, the reports includes the Contract Pickup Rooms column.
    Include Group Reservations
    If this checkbox is selected, the report includes Group Pickup reservations in the Arrival column. If this checkbox is selected, the report includes the Room Revenue for Group Pickup reservations is included in the Room Revenue column. If this checkbox is selected, the report includes the Adults and Children of Group Pickup reservations in the Guest column.
    Include Remaining Group Block
    If this checkbox is selected, the report includes the Group Remaining blocks information in all the columns (Guest, Arrival, Stayover, Revenue) of the report.
    Include Transient
    If this checkbox is selected, the report includes the Transient reservation information in all the columns (Guest, Arrival, Stayover, Revenue) of the report.
    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.
    Include Complimentary in ADR
    If this check box is selected, the rooms with Complimentary rates are included in the calculation of the ADR (Average Daily Rate).
    Include House Use in ADR
    If this check box is selected, the rooms with House Use rates are included in the calculation of the ADR (Average Daily Rate).
    Note: 

    The House Use column is included in the report when generated in Excel.

    Include Complimentary
    Select this check box to consider the complimentary rooms for the calculation of the sold rooms, room revenue and ADR (Average Daily Rate).
    Note: The number of the Complimentary reservations is displayed in the report.
    Include House Use
    Select this check box to consider the house use rooms for the calculation of the rooms sold, room revenue and ADR (Averages Daily Rate).
    Note: The number of House Use reservations is displayed in the report.
  5. Specify the Start Date and the End Date in the Date Range field.
  6. Click Print Record.