Revenue Summary
Report Description: The Revenue Summary report provides a breakdown of the revenue by “gross revenue,” that is revenue including taxes and fees vs. “net revenue,” that is revenue excluding taxes and fees by charge type for a specified period of time.
Date Range: This report can render the data for up to 365 days in the past.
Available Report Columns for Following Sections:
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Column Name |
Column Description |
Amount Includes Taxes and Fees |
Calculation |
|
Date |
The date for which revenue data is summarized |
Not Applicable |
Not Applicable |
|
Day of the Week |
The day of the week corresponding to the date |
Not Applicable |
Not Applicable |
|
Charge Type |
The different types of financial transactions or charges that occurred during the date range |
Not Applicable |
Not Applicable |
|
Transaction Code |
The unique identifier associated with the charge type name |
Not Applicable |
Not Applicable |
|
Charge Type Category |
The broad classifications under which various charges are grouped. (Example Categories include: Room Rent, MISC, Room Service, Transportation, etc.) |
Not Applicable |
Not Applicable |
|
Revenue Including Taxes |
Revenue including taxes and fees |
YES |
=sum(revenue) + (taxes + fees) |
|
Revenue Excluding Taxes |
Revenue excluding taxes and fees |
NO |
=sum(revenue) |
|
Tax 1 |
Tax or Fee name for the individual property (example: VAT) |
YES |
=sum(tax) |
|
Tax 2 |
Tax or Fee name for the individual property (example: Long Stay VAT) |
YES |
=sum(tax) |
|
Tax 3 |
Tax or Fee name for the individual property |
YES |
=sum(tax) |
|
Tax 4 |
Tax or Fee name for the individual property |
YES |
=sum(tax) |
Misc Report Information:
Available Features:
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Export: ability to download and save the file into an alternate format.
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Filter: filter a range of data based on criteria defined by the user.
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Highlight: also known as conditional formatting is the ability to highlight certain values making them easier to identify.
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Bar Graph: ability to view Net Revenue, Gross Revenue, Total Taxes, Tax 1, Tax 2, Tax 3, Tax 4, etc. data in a bar chart.
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Group By: ability to group data All, Date, Charge Type and Charge Type Category
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Pie Chart: ability to view grouped data in a Pie Chart view.
Available Configuration:
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User Preferences: allows the user to customize their report view by repositioning or removing columns.
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Property Preferences: allows the property to customize the report view for all users by repositioning or removing columns.
Baseline Configuration:
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Property Preferences Settings:
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Following columns to be disabled for initial deployment:
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None
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