When creating a new report you are asked to choose a type of report. Here is a guideline for all the different types you can choose.
You can directly modify the type of your report or adjust the different options to make it more personalized. The option may vary depending on which type of report you are on.
You want to have different views on your report ? No need to choose, you can just clone your report !
First, let's see how to access the menu of your report to change the option or the type.
Now, let's see all the different types !
Standard
Standard V2
You don't have data for last year ? Or do you want to focus on your objective ? Choose the Standard only with budget.
Daily, Weekly, Monthly and Yearly
Daily:
The same logic applies to Weekly, Monthly and Yearly one.
If you have a classic fiscal year (January to December), the Quarterly Type works perfectly ! But if you have a specific fiscal year or if your season doesn't correspond to the traditional quarter, you can use the seasonal.
Seasonal
For this example, we want to create a low season that goes from January to April included, and a high season that end in October.
Monthly with Cumulative Values
The Monthly with Cumulative Values report allows you to compare ;
Actual, Budget, Last Year, On-the-Books, and Landing.
On-the-Books (OTB) number is an overall number for the current month that is comprised of the actual data from the 1st day of the month up until yesterday, plus the On-the-Books data from today until the end of the month. For example, if today is the 4th of March, then you OTB number will have Actual data from 01/03 till 03/03 (incl.), plus the OTB data from 04/03 till 31/03 (incl.).
Landing means that if today is, for example, 15th of March 2024, then it will make the sum (sum - for revenues and other cumulative values, and average for ratios) of the actual numbers for the MTD until yesterday (01/03-14/03) and budgeted numbers for the remaining days of the month (15/03-31/03).
It shows that with the actual performance that you had up to today, what result you will achieve at the end of the month if you stick to your budget from now on.
All the other types are specific report, built to show you specific information, and you can find their guide here ;
Accommodation performance (Soon)
Pickup for restaurant (Soon)
Pace Pickup
Forecast (Soon)
Global Hotel performance (Soon)