The Occupancy & Revenue Comparison Report compares occupancy statistics and Operational Revenue between two date sets.
Overview
The Occupancy & Revenue Comparison Report is an interactive Operational Revenue report. This report shows occupancy and revenue statistics for two date sets side by side, so a property can track period-over-period performance (for example, this month against the same month last year) and spot trends across Categories, Properties, or Travel Agents.
The report can be viewed Monthly, Weekly, or by Category, and grouped by Property or Travel Agent. If no comparison criteria is set, the report automatically compares against the same dates one year earlier. Every output has three column groups: the primary period, the comparison period, and the Variance between them.
The Occupancy & Revenue Comparison Report is an Operational Revenue report, so its figures will not match a Financial Revenue report such as the Charges Report or the Night Audit Report.
Tip! Use the default comparison option (no comparison dates set) when scheduling this report so it always compares the current period against the same period the previous year.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Use Cases
- Year-on-year performance: Run this report with the default settings to compare the current period against the same dates last year.
- Category benchmarking: Set View By to Category to compare occupancy and revenue across Category types in a single row each.
- Travel Agent contribution: Filter by one or more Travel Agents and tick Group By Travel Agent to see how each agent performed period-over-period.
- RevPAR and RevPOR analysis: Tick Replace Total Arrivals and Avail Nights with RevPar and RevPOR to focus the comparison on per-room revenue rather than raw night counts.
How to Access
In the side menu of RMS, go to Reports > Management > Financial > Occ Rev Comparison.
Report Options
The report options below control the data set, the comparison period, and the grouping shown on the report. Additional options are available by selecting More Options on the report panel.
Tip! Report build screens default to a common use configuration, and selections can be made as required.
| Report Option | Type | Default | Description |
|---|---|---|---|
| Category Grouping | Multi-select dropdown | All Selected | Limits the report to selected Category Groupings. |
| Include Inactive Category | Checkbox | Off | Includes inactive Categories in the report. |
| Category | Multi-select dropdown | All Selected | Limits the report to selected Categories. |
| All Reservation Made Prior To | Radio and single date | Selected, Today | Includes reservations made on or before the selected date. |
| For Reservation Between | Date range | Today | Sets the stay dates of the primary period. |
| Compared To All Reservation Made Prior To | Checkbox and single date | Off | Sets a custom made-prior-to date for the comparison period. |
| For Reservation Between (comparison) | Date range | Today | Sets the stay dates of the comparison period. |
| All Reservation Between | Radio and date range | Not selected | Includes reservations made within the selected date range. |
| Compared To All Reservation Between | Checkbox and date range | Off | Sets a custom made-between range for the comparison period. |
| Add Report to Favourites Menu | Checkbox | Off | Adds the report to the Favourite Reports menu. |
| Travel Agent | Multi-select dropdown | None Selected | Limits the report to selected Travel Agents. |
| Display As | Dropdown | Landscape |
Sets the page orientation. Options:
|
| View By | Dropdown | Monthly |
Sets the date breakdown of each row. Options:
|
| Area Statistics | Dropdown | On |
Sets how Area statistics are calculated. Options:
|
| Operational Revenue | Dropdown | Gross Revenue |
Sets the revenue basis and the revenue column heading. Options:
|
| Include Long Term Reservation | Checkbox | Off | Includes Long Term Reservations in the totals. |
| Exclude Reservation with Status of Owner Occupied | Checkbox | Off | Removes reservations with the Owner Occupied status from the totals. |
| Group By Travel Agent | Checkbox | Off | Groups the output by Travel Agent. |
| Group By Property | Checkbox | Off | Groups the output by Property on multi-property databases. |
| Show Graph | Checkbox | Off | Adds a graph to the report. The graph only renders when Display As is Landscape. |
| Replace Total Arrivals and Avail Nights with RevPar and RevPOR | Checkbox | Off | Replaces the Period Nights, Total Arrival, and Avail Nights columns with RevPAR and RevPOR in every column group. |
Column Headers
The report header restates the filter in the form "All bookings made prior to [date] for reservations between [date] and [date]", followed by the View By selection. Each Property and Category combination is then reported as its own block. Within a block, the leftmost column holds the row label set by View By (a month, a week, or a Category), followed by a Total row. The same measures then repeat in three column groups: the primary period, the comparison period, and the Variance between them.
| Column | Description | Source / Calculation |
|---|---|---|
| Period Nights | Number of nights in the row's date range. | Calendar nights in the row's period. Not shown on Total rows. Omitted when RevPAR and RevPOR are enabled. |
| Total Arrival | Number of reservations with an arrival date inside the period. | Reservation arrival dates. Omitted when RevPAR and RevPOR are enabled. |
| Avail Nights | Nights available for sale in the period. | See Available capacity below. This is not the number of Areas multiplied by Period Nights. Omitted when RevPAR and RevPOR are enabled. |
| Used Nights | Nights sold in the period. | See Used capacity below. |
| Occ % | Occupancy percentage for the period. | Used Nights ÷ Avail Nights × 100. |
| Gross Revenue or Nett Revenue | Operational Revenue for the period. The heading follows the Operational Revenue report option. | See Operational Revenue below. |
| AVG Lead Time | Average number of days between the date a reservation was made and its arrival date. | See Lead Time below. |
| Gross RevPAR or Nett RevPAR | Revenue Per Available Room. Only shown when Replace Total Arrivals and Avail Nights with RevPar and RevPOR is ticked. | Revenue ÷ Avail Nights. |
| Gross RevPOR or Nett RevPOR | Revenue Per Occupied Room. Only shown when Replace Total Arrivals and Avail Nights with RevPar and RevPOR is ticked. | Revenue ÷ Used Nights. |
| Variance | The third column group. Repeats Used Nights, Occ %, and the revenue column, plus RevPAR and RevPOR when those are enabled. | Primary period value minus comparison period value. A negative figure means the primary period is behind the comparison period. |
Data Sources & Calculations
The following concepts each govern more than one column on the report.
Operational Revenue
The Occupancy & Revenue Comparison Report uses Operational Revenue, not Financial Revenue. Operational Revenue spreads accommodation value across the dates of a reservation, which is the correct shape for occupancy and yield reporting but does not match the Charges Report or the Night Audit Report.
Operational Revenue is sourced from any transaction on a reservation account whose General Ledger Account Code has Include in Accommodation Revenue for Reporting enabled. Selecting Gross Revenue reports those figures including tax. Selecting Nett Revenue reports them excluding tax, and every revenue heading on the report changes to Nett Revenue.
Available capacity
Avail Nights is the number of nights the selected Areas were available for sale across the period. It is not a simple multiplication of Area count by Period Nights: Area availability, the Area Statistics report option, and property-level occupancy settings all change the figure. The property settings that affect it are documented under Available capacity in the Occupancy Report, and the property-level rule is covered in Occupancy Calculation Rule.
Used capacity
Used Nights counts the nights consumed by the reservations the report includes. Two report options change that set: Include Long Term Reservation adds Long Term Reservations to the totals, and Exclude Reservation with Status of Owner Occupied removes Owner Occupied reservations from them.
Lead Time
Lead Time is the number of days between the date a reservation was made and its arrival date. The AVG Lead Time column averages that figure across the reservations counted in the row.
Please Note! The comparison period defaults to the same date range one year earlier. Setting an explicit comparison date or comparison date range overrides that default.
Related Reports
- Occupancy Report - occupancy and revenue for a single date range, with nine different output layouts.
- Monthly Income Summary Report - income by month for a selected year.
- Budget Vs Projected Report - Category budget against on-the-books occupancy and revenue for a month range.
- Budget Vs Actual Report - budget against actual occupancy and revenue for a single month.
- Area Income Summary Report - income summarised by Area.
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