Revenue Summary Report .ng
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:
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 |
Gross Revenue | Revenue including taxes and fees | YES | =sum(revenue) + (taxes + fees) |
Net Revenue | 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:
Export: ability to download and save the file into an alternate format.
Filter: filter a range of data based on criteria defined by the user.
Highlight: also known as conditional formatting is the ability to highlight certain values making them easier to identify.
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.
Group By: ability to group data All, Date, Charge Type and Charge Type Category
Pie Chart: ability to view grouped data in a Pie Chart view.
Available Configuration:
User Preferences: allows the user to customize their report view by repositioning or removing columns.
Property Preferences: allows the property to customize the report view for all users by repositioning or removing columns.
Baseline Configuration:
Property Preferences Settings:
Following columns to be disabled for initial deployment:
None