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Occupancy Report - by Company

This article describes the Occupancy Report grouped by Company, which shows occupancy and Tariff Quoted revenue figures rolled up per Company for the selected period, alongside the Company's contact details.

 

Overview

The Occupancy Report grouped by Company shows one row per Company with their contact details and the count of reservations, nights, occupancy percentage, and revenue contribution for the selected date range. Use this layout to identify the highest-value corporate accounts for follow-up calls, contract reviews, or partnership decisions.

For the full description of the report, the report options panel, the Data Sources & Calculations that govern shared columns, and how the Operational Revenue model differs from Financial Revenue, see the main Occupancy Report article.

✎ 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.

 

 

âš  Important: The Occupancy by Company layout calculates revenue from Tariff Quoted on each reservation, NOT from posted Operational Revenue transactions. Sundries, Periodic, and Repeat Charges are not included in the Gross / Nett Revenue figures on this layout. To see Operational Revenue (the full posted figure), use Occupancy By = Category or No Group.

 

Use Cases

  • Corporate account performance review - the Sales Manager runs the report for the previous month or quarter to identify the highest-volume Company accounts, prioritise outreach, and set corporate rate tiers.
  • Account-based follow-up - with each Company's contact details on the same row as their reservation and revenue figures, sales can quickly call or email the corporate account about a slowdown or new opportunity without switching screens.
  • Identify at-risk accounts - low Total Res or Tariff % share for a Company that historically drives more business is a signal for a retention conversation or contract review.

 

How to Access

In the side menu of RMS, go to Reports > Management > Statistics > Occupancy. On the Report Options panel set Occupancy By to Company. Select Build.

 

Column Headers

The columns below appear on the report output when Occupancy By is set to Company. The Source / Calculation column references the concepts under Data Sources & Calculations in the main Occupancy Report article rather than repeating them here.

Column Description Source / Calculation
Company Company name. Setup > Accounts > Companies.
Contact Primary contact name on the Company profile. Company > Contact field.
Email Email address on the Company profile. Company > Email field.
Phone Phone number on the Company profile. Company > Phone field.
Address Address on the Company profile. Company > Address fields.
Total Res Count of reservations linked to this Company during the selected period. Reservation count where Company matches the row.
Nights Unit-nights consumed by reservations on this Company. See Used capacity.
Occ % Occupancy percentage for this Company. (Nights ÷ Available Nights) × 100.
Gross Revenue Tariff Quoted revenue including taxes for reservations on this Company. Sum of Tariff Quoted on each reservation, grouped by Company.
Nett Revenue Tariff Quoted revenue excluding taxes. Gross Revenue − Taxes.
Tariff % This Company's share of the report's total Gross Revenue. (Row Gross Revenue ÷ Report Total Gross Revenue) × 100.

Screenshot of the Occupancy Report in RMS showing the Occupancy By Company output with default report options on The Lake House

 

✎ Please Note: The Occupancy Report's footer notice on this variant reads: "Revenue figures represent Tariff Quoted for all reservations. Sundries, Periodic and Repeat Charges are not included. Rooms marked as maintenance are not counted as available on this report unless you have chosen the option 'Include Maintenance in Avail for Occupancy' under Property Information. Day use reservations are not counted as used unless you have chosen the option 'Include Day Use in Used for Occupancy' under Property Information."

 

Related Reports

 

Related Articles

  • Operational Revenue - full reference for the revenue model the main Occupancy Report uses (note: this variant uses Tariff Quoted instead).
  • Occupancy Calculation Rule - Property Occupancy vs Category Occupancy property setting.

 

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