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Profitability Report

The Profitability Report allows you to view results for a selected month or period and simultaneously see the Year-to-Date results. This report can be configured in the P & L Report Builder or you can choose to use the report builder configuration created for some other reports. For assistance, please contact Tech Support.

Click the image to view a sample report.

Key Information

This report lets you select different two different data sets for comparative to the actual. For example, you may want to look at Actual, Original Budget and Same Month Last Year. Or you can look at Actual, Same Month Last Year and Flex. Once you choose the data sets for the month the report will provide the same data sets with year-to-date numbers.

Report Options

Base Dataset

Consists of a Year and Type of data that are grouped in an organized manner. The Base Dataset is used as the basis against which other datasets are compared.

  • Year. Allows you to choose which year of the dataset you wish to use for the basis.
  • Type. Allows you to choose which type of dataset you wish to use for the basis.

Comparative Dataset

Consists of a 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. Allows you to choose which year of the dataset you wish to use as a comparison.
  • Type. Allows you to choose which type of dataset you wish to use as a comparison.

Display

Allows you to choose additional options to be displayed in the report.

  • Use Owner. Denotes that you want the report to use the report builder that was configured for the Owner reports.
  • Use P&L Performance. Denotes that you want the report to use the report builder that was configured for the P&L Performance.
  • Use Periodic Budget. Denotes that you want the report to use the report builder that was configured for the Periodic Budget Report.
  • Percent of Line. Denotes that you want to display the percent of line data for that budget line. The percent of line is a percentage represented by the formula: budget line dollars / percent of line dollars (for that line).
  • CPOR. Denotes that you want to display the cost per occupied room (rate of dollars for that line, ammortized over the number of occupied rooms).
  • Variance. Allows you to view the variances between the Base Dataset and the Comparative Dataset.

Running the Report

To run the report:

  1. Choose Configuration from the Reports menu.
  2. Click Profitability. The report options screen appears.
  3. Select the appropriate View.
  4. Choose a Year and Type for the Base Dataset
  5. Choose a Year and Type for the Comparative Dataset.
  6. Select a Period.
  7. Select either Summary-Rollup Level P&L View or Detail-Account Level Data
  8. Select or de-select Variance.
  9. Click the Run icon. The report is displayed.

 

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