Business Data by User report
The Business Data by User report displays the number of rooms consumed per month by user. The report helps you evaluate business trends by using actual business data for both senders and receivers.
Subscription Admin |
May view the report only if you also have Director or Supervisor access. |
Location Admin |
May view the report only if you also have Director or Supervisor access. |
Director |
May view room consumption for the locations where you have access. |
Supervisor |
May view room consumption for the locations where you have access. |
Sales Manager |
May view room consumption only for RFPs that you have either sent or received. |
To run the report
-
Click the Reports tab.
-
Select Business Data by User Report from the list.
-
Do one of the following:
- Select Sender to display sender information in the first column of the report.
- Select Receiver to display receiver information in the first column of the report.
-
Select whether you want to group the RFP data in the report by
or . -
In the Start Date box, select the range of months to display in the report.
-
In the First Sent Date box, select the range of first sent dates to display in the report.
-
Select the type of business data to display in the report (actual, agreed, blocked, pick up, or
).
- Select the currency to which you want to convert the budget figures in the report. More
- The currency for business data is converted using the exchange rate associated with the date closest to the status change date of the business data.
-
If an exchange rate is not available for the status change date, the business data is converted using an exchange rate associated with the closest date prior to the status change date.
-
If an exchange rate is not available for the closest date prior to the status change date, the business data is converted using an exchange rate associated with the closest date after the status change date.
- Select one or more statuses of the business data you want to view in the report.
-
Do one of the following:
- If you selected the Sender report type, enter or select the users within the subscription who sent the RFPs in the Sending User box.
- If you selected the Receiver report type, enter the users within the subscription who received the RFPs in the Receiving User box.
All active users within the subscription are displayed.
-
Click the Search button to select a location:
-
If you selected the Sender report type, choose a receiving location in the Select User Locations window.
-
If you selected the Receiver report type, choose a sending location in the Select User Locations window.
All active locations within the subscription are displayed.
-
Select whether you want to print the report in HTML or Microsoft Excel format.
-
Click Create Report.
Report details
Sender |
The sender of the RFP leading to room consumption. |
Receiver |
The receiver of the RFP leading to room consumption. |
Receiver Currency |
The default currency of the receiving location. |
User |
|
Rooms |
The number of rooms consumed. |
Total Revenue |
The total revenue generated by the RFPs in the report. |
Avg. Room Rate |
The average rate of the rooms consumed. |