The Occupancy Report shows occupancy and Operational Revenue statistics for a selected date range, broken down by Category or daily.
Overview
The Occupancy Report is an interactive report that combines occupancy figures with Operational Revenue for a selected date range. Results can be reported by Category or as a Daily Breakdown, and rows can be expanded to view the individual reservations contributing to each figure.
Any Additional Charge Labels set to 'Include in Occupancy Count' are included in the report figures.
Pencil Reservations are not included in the occupancy figures on this report. A Pencil Reservation only deducts from availability and will count toward occupancy once converted to a Reservation.
Use Cases
- Daily occupancy snapshot - the duty manager runs the report at the start of shift with default options to see today's occupancy and revenue across all Categories.
- Period revenue analysis - the Revenue Manager runs the report for a month or season with Daily Breakdown on to compare occupancy and RevPAR day-by-day.
- Category mix comparison - Operations runs the report grouped by Category to compare utilisation across category types (e.g. Cabins vs Event Spaces vs Campground), where the Period column will switch between Days and Hours depending on Category type.
How to Access
In the side menu of RMS, go to Reports > Management > Statistics > Occupancy.
Report Options
The report options below control the data set, the grouping, and the optional totals shown on the report. Additional options are available by clicking More Options on the report panel.
| Report Option | Type | Default | Description |
|---|---|---|---|
| Reservation Between | Date range | Today | The date range used to select reservations. |
| Category Grouping | Dropdown | None Selected | Optional grouping that combines selected Categories under a shared heading on the output. |
| Include Inactive Category | Checkbox | Off | Includes Categories marked as inactive in the report figures. |
| Category | Selector | All | Limits the report to selected Categories. |
| Occupancy By | Dropdown | Category |
Sets how figures are grouped on the report. Options: |
| Area Statistics | Dropdown | On |
Sets how Area statistics are calculated. Options:
|
| Group 1 | Dropdown | None |
Adds a primary grouping level (for example, Property or Region) above the Category breakdown. Options:
|
| Group 2 | Dropdown | None |
Adds a secondary grouping level beneath Group 1. Options:
|
| Daily Breakdown | Checkbox | Off | Adds a daily row for each date in the selected range alongside the Category totals. |
| Do Not Show Occupancy Graph | Checkbox | Off | Hides the occupancy graph at the top of the report output. |
| Include Infant in Occupants Total | Checkbox | Off | Counts infants in the Occupants total. |
| Breakdown Adult/Child/Infants | Checkbox | Off | Splits the Occupants column into Adult, Child, and Infant totals. Only available if Occupancy By = Category or No Group. |
| Replace Occupants with Guest Nights | Checkbox | Off | Replaces the Occupants column with Guest Nights (Occupants multiplied by nights stayed). Only available if Occupancy By = Category or No Group. |
| Exclude Owner Stays | Checkbox | Off | Removes Owner Stay reservations from the figures. |
| Exclude Complimentary and House Use | Checkbox | Off | Removes Complimentary and House Use reservations from the figures. |
| Export to CSV (Detailed) | Checkbox | Off | Outputs a detailed CSV file with one row per reservation per night instead of the on-screen summary. |
Column Headers
The columns below appear on the report output when Occupancy By is set to Category (the default). Other Occupancy By values produce a different column structure - see Column structure varies by Occupancy By below. Where a value depends on a property setting or report option combination, the Source / Calculation column points to the relevant concept under Data Sources & Calculations.
| Column | Description | Source / Calculation |
|---|---|---|
| Description | Category name (or chosen grouping). | Setup > Category Setup. |
| Period | Unit used to count Avail and Used: Days for room/site categories, Hours for hour-based categories such as Event Spaces. | Set by Category Setup > Charge by Hour. |
| Area | Count of Areas in the Category. | Setup > Category Setup > Areas. |
| Avail | Available unit-periods over the date range. | See Available capacity. |
| Maint | Unit-periods consumed by Maintenance reservations. | Maintenance reservations on Areas in the Category. |
| Used | Unit-periods occupied by reservations counted toward occupancy. | See Used capacity. |
| Unused | Available capacity not consumed. | Avail − Used − Maint (when Maint is excluded from Avail). |
| RevPAR | Revenue Per Available Room. | Gross Revenue ÷ Avail. |
| Occ % | Occupancy percentage. | (Used ÷ Avail) × 100. See Available capacity for what Avail includes. |
| Discount | Total discounts applied to reservations counted in this row. | Reservation account transactions whose GL code has 'Include in Accommodation Revenue for Reporting' enabled. |
| Taxes | Total taxes on Operational Revenue for this row. | Tax transactions on the same reservation accounts. |
| Gross Revenue | Operational Revenue including taxes. | See Operational Revenue. |
| Nett Revenue | Operational Revenue excluding taxes. | Gross Revenue − Taxes. |
| Gross Avg (RevPOR) | Gross Revenue Per Occupied Room. | Gross Revenue ÷ Used. |
| Nett Avg (RevPOR) | Nett Revenue Per Occupied Room. | Nett Revenue ÷ Used. |
| Avg LOS | Average Length of Stay for reservations in this row. | Sum of nights stayed ÷ count of reservations. |
| Conf % | Percentage of reservations with the status of Confirmed. | (Confirmed reservations ÷ Total reservations) × 100 |
| Occupants | Total guests counted across reservations in this row. | See Occupants. |
Column structure varies by Occupancy By
The columns shown above are for the default Occupancy By = Category. Selecting a different Occupancy By value changes the report's column structure. The variants observed in RMS are summarised below.
| Occupancy By | Columns shown |
|---|---|
| Category (default) | Description, Period, Area, Avail, Maint, Used, Unused, RevPAR, Occ %, Discount, Taxes, Gross Revenue, Nett Revenue, Gross Avg (RevPOR), Nett Avg (RevPOR), Avg LOS, Conf %, Occupants (see main Column Headers table above). |
| Rate Type | Description, Total Res, Available Nights, Used Nights, % Total of Report, % Used Against, Gross Revenue, Nett Revenue, % of Total. |
| Booking Source | Booking Source, Reservations, Nights, Occupancy %, Gross Revenue, Nett Revenue, Tariff %. |
| Person | Date, Area Used, Adult, Children, Infant, Total. One row per date showing person counts by age group. |
| Area | Area, Period, Avail, Used, Unused, Occ %. One row per Area, multi-page output. |
| Company | Company, Contact, Email, Phone, Address, Total Res, Nights, Occ %, Gross Revenue, Nett Revenue, Tariff %. Includes contact details for each company. |
| No Group | Description, Area, Avail, Maint, Used, Unused, RevPAR, Occ %, Discount, Taxes, Gross Revenue, Nett Revenue, Gross Avg (RevPOR), Nett Avg (RevPOR), Avg LOS, Conf %, Occupants. Same as Category but without the Period column - shows totals across the whole property without sub-grouping. |
| Travel Agent | Travel Agent, Contact, Email, Phone, Address, Total Res, Nights, Occ %, Gross Revenue, Nett Revenue, Tariff %. Includes contact details for each travel agent. |
| Loyalty Membership Type | Loyalty Membership Type, Reservations, Nights, Occupancy %, Gross Revenue, Nett Revenue, Tariff %. |
Data Sources & Calculations
The following concepts each govern more than one column on the report.
Operational Revenue
The Occupancy Report uses Operational Revenue, not Financial Revenue. Operational Revenue distributes accommodation value across the dates of a reservation, which is the right shape for occupancy and yield reporting but does not match the Charges report or Night Audit.
Operational Revenue is sourced from any transaction on a reservation account whose General Ledger Account Code has 'Include in Accommodation Revenue for Reporting' enabled. This includes Category, Rate, Sundry Charge, Discount, Periodic Charge, and Repeat Charge transactions where the GL code carries that flag.
Key behaviours:
- Reservations with full Rate posted: Total Rate is divided evenly across the reservation's accommodation dates. Nightly Rate uses the per-night transactions as posted.
- Reservations with partial or no Rate posted: Operational Revenue is projected using the Quoted Rate. The reservation must have a valid Rate Type and be Unconfirmed, Confirmed, or Arrived (and not Long Term).
- Sundry Charges before Arrival: assigned to Operational Revenue on the Arrival Date.
- Sundry Charges after Departure: assigned to Operational Revenue on the Departure Date.
- Cancelled and No Show reservations: revenue applies to the Arrival Date and contributes to revenue totals only - not to occupancy or room-night counts.
- Quote reservations: excluded entirely.
-
Group Master accounts: sundries on the Group Master are excluded; only individual reservation accounts contribute.
Available capacity
Avail is not simply Areas × Days. Three property settings change it:
-
Setup > Property Options > Property Information > Options > Include Areas with Maintenance Reservations as Available for Occupancy Calculations
- Off (default): Areas with a Maintenance reservation are removed from Avail.
- On: Maintenance areas remain in Avail, so the denominator is larger and Occ % is lower.
- Setup > Property Options > Property Information > Options > Include rooms with Out of Order Reservations as Available for Occupancy - the Out of Order equivalent of the Maintenance setting above.
- Setup > Property Options > Property Information > Options > Occupancy (Property Occupancy vs Category Occupancy) - affects how rules elsewhere in RMS (Dynamic Pricing, Restrictions, charts) interpret occupancy. The Occupancy Report itself always shows the Category breakdown; the property setting determines what the totals row treats as 100%.
For hour-based categories (e.g. Event Spaces), Avail is Areas × Operating Hours for the date range, not Areas × 24. Operating hours are configured on the Category.
Worked example. A property with 100 Total Areas, 50 Guest Occupied, and 10 with Maintenance reservations:
| Setting | Calculation | Occ % |
|---|---|---|
| Off (Maintenance excluded from Avail) | (50 ÷ 90) × 100 | 55.56% |
| On (Maintenance included in Avail) | (50 ÷ 100) × 100 | 50.00% |
Used capacity
Used counts unit-periods consumed by reservations the report includes. The set of included reservations depends on the report options:
- Exclude Owner Stays - when on, Owner Stay reservations are removed from Used.
- Exclude Complimentary and House Use - when on, those reservation types are removed from Used.
- Cancelled / No Show / Quote reservations - never included in Used (their revenue may still appear; their nights do not).
- Maintenance reservations - never included in Used; they may appear in the Maint column and may or may not be in Avail (see Available capacity).
Occupants
Three report options reshape this column:
- Include Infant in Occupants Total - when off (default), infants are excluded from Occupants.
- Breakdown Adult/Child/Infants - splits Occupants into three sub-columns. Only available when Occupancy By is Category or No Group.
- Replace Occupants with Guest Nights - changes the column to Occupants × nights stayed. Same Occupancy By constraint.
Guide
- Select the Reservation Between date range.
(Optional) Select the Category Grouping. - Select the Category.
- Select the Occupancy By option.
(Optional) Select the Area Statistics.
(Optional) Click More Options for additional report selections. -
Select Build.
Occupancy By Variants
Each of the nine Occupancy By options has a dedicated article that documents the columns and use cases for that specific layout. Use these to deep-dive on a single grouping without working through the full report.
- Occupancy Report - by Category
- Occupancy Report - by Rate Type
- Occupancy Report - by Booking Source
- Occupancy Report - by Person
- Occupancy Report - by Area
- Occupancy Report - by Company
- Occupancy Report - by No Group
- Occupancy Report - by Travel Agent
- Occupancy Report - by Loyalty Membership Type
Related Reports
- Occupancy & Revenue Comparison Report - compares occupancy and revenue across two date ranges.
- Marketing Report - targeted breakdown of Operational Revenue by booking source, market segment, and rate type.
- Pace Report - year-on-year comparison of reservations, nights sold, ADR, occupancy, and Operational Revenue.
- Projected Forecast Report - forward-looking occupancy and revenue projection.
Related Articles
- Operational Revenue - full reference for the revenue model used by this report.
- Occupancy Calculation Rule - Property Occupancy vs Category Occupancy property setting.
- Include Areas with Maintenance Reservations as Available for Occupancy Calculations - controls whether Maintenance reservations are removed from Avail.
- Additional Charge Labels - controls which sundry charges are 'Include in Occupancy Count'.
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