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Calendar Report

The Calendar Report outlines KBIs in a "calendar" format for viewing daily figures. The report displays the three main figures (quantity, average, and revenue) that were generated for a given day from a specific KBI. An example would be banquet covers; this report will show how many covers you had or plan to have, the average rate per cover and the revenue from the covers on a given day.

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Click the image to view a sample report.

Key Information

  • Allows you to view View and compare KBI performance on a daily basis.
  • Displays quantity, average, and revenue for all KBIs by day-of-week, as well as weekly and end-of-month totals.


Tip
Handy Hint
Handy Hint

Tip: This is a great report to print at the beginning of the month and distribute to department heads and outlet managers so they can see their forecast.

Report Options

OptionDescription

Filter

Allows you to determine

Filter the amount of detail you

wish

want to view.

  • Market Segments
. Displays
  • —Displays the KBIs associated with a market segment.
    • Market Group
. Identifies
    • —Identifies the market group, which is usually the hotel/location. If there are multiple hotels on the property, there will be more than one market group.
      If you de-select the Show Segments option, this report will display the revenue and daily totals only for the entire market segment.
    • Segment Type
. Identifies
    • —Identifies specific groupings of guests. For example, group contract or transient guests are segments type.
    • Market Segment
. Allows you to designate
    • —Designate a specific market segment or all market segments that are associated with the Market Group and Segment Type.
    • Show Segments
. Displays
    • —Displays line-by-line details. If you choose a market group and select this option, you will see details for the entire market segment.
  • Revenue Centers
. Displays
  • —Displays the KBIs associated with revenue centers. You designate the Revenue Center and Revenue Center Period.
    • Revenue Center
. Allows you to select
    • —Select individual revenue centers. If you de-select the Show Detail option, this report will display the revenue and daily totals for the entire revenue center.
    • RC Period
. Allows you to select
    • —Select which revenue center periods you want to display. For example, breakfast, lunch and dinner would be periods for a room service department.
    • Show Periods
. Displays
    • —Displays line-by-line details. If you choose a revenue center and select this option, you will see details for the entire revenue center.
    • KBIs
. Displays
    • —Displays KBIs that are not included in other revenue centers or market segments.
    • Other KBIs
. Allows you to include
    • —Include KBIs that have been created independently from revenue centers and market segments, i.e. total rooms.

Base Dataset

Allows you to select

Select the data you

wish

want to be displayed. Datasets

consist of a

display the Year and Type of data that are grouped in an organized manner.

    • Year
. Allows you to choose which
    • —Select a year of
the
    • dataset
you view
    • .
    • Type
. Allows you to choose which
    • —Select a type of dataset
you wish to view
    • . 

Date Range

(Start Date/End Date). Allows you to designate the period of time that you wish the report to cover.

Running the Report

To run the report:

  1. Choose KBI from the Reports menu.
  2. Click Calendar. The report options screen is displayed.
  3. Select the appropriate View.
  4. Select the Filter upon which you wish to work: Market Segments, Revenue Centers or KBIs.
    • If the Market Segment option is chosen:
      • Choose the appropriate Market Group, Segment Type and Market Segment from the drop-down list.
      • Select or de-select Show Segments.
    • If the Revenue Center option is chosen:
      • Choose the appropriate Revenue Center and RC Period.
      • Select or de-select Show Periods.
    • If the KBI option is chosen:
      • Choose the appropriate option under Other KBIs.
  5. Select a Year and Type for the Base Dataset
  6. Enter the Start Date and End Date for the Date Range that the report should cover.
  7. Click the Run icon. The report is displayed.

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Comparative Dataset

Select the data to be displayed. Datasets display the Year and Type of data that are grouped in an organized manner. The Comparative Dataset is the dataset to which the Base Dataset is compared.

    • Year—Select a year of dataset.
    • Type—Select a type of dataset.

Date Range

Select a start date and end date for the period.