The Staff Productivity report shows every account transaction made by reservations within a selected date range, broken down by the user who made or modified each reservation.
Overview
The Staff Productivity report is a reservation-account audit report. It lists every transaction posted to the accounts of reservations that match the selected filters, with one row per transaction. Each row shows the reservation, guest, accommodation dates, and the transaction amount, with subtotals rolled up by the grouping selection (default: Property).
The report supports six different output layouts (controlled by Display By), Cash or Accrual accounting methods, and a choice of which transaction types to include. It is the canonical report for revenue-by-user, revenue-by-property, and reservation-account audit workflows.
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.
Important! Each row on the Staff Productivity report represents one transaction on the reservation's account - not one reservation. A reservation with three transactions on its account (for example, a Tariff posting and two Sundry charges) will produce three rows with the same Date Made, Reservation, Guest, Arrive, and Depart values but different Amount values. The Total For [Reservation] subtotal then sums the row amounts to give the per-reservation figure.
Use Cases
- Revenue by user - the General Manager runs the report with Group By set to User for the past month to attribute Tariff and Sundry revenue to the staff member who made or modified each reservation.
- Property revenue audit - the Revenue Manager runs the report with Group By set to Property for a finance period to reconcile reservation-account transactions against the General Ledger, switching between Cash and Accrual accounting methods as needed.
- Sales channel performance - the Sales team runs the report with Group By set to Booking Source, Travel Agent, or Company to see which sales channels contributed the most account revenue for the selected period.
How to Access
In the side menu of RMS, go to Reports > Management > Reservations > Staff Productivity.
Report Options
The report options below control the data set, the grouping, the accounting method, and which transactions are included. Additional options are available by clicking More Options on the report panel.
| Report Option | Type | Default | Description |
|---|---|---|---|
| Reservation Mode | Radio | Arrive |
Selects whether the Date field filters reservations by Arrival date or Departure date. Options:
|
| Date | Date range | Today | Date range used in combination with the Arrive/Depart radio. |
| Any Part of Reservation Falls Between From and To Date | Checkbox | Off | When on, includes any reservation that overlaps the selected date range, not just those starting or ending in it. |
| Reservation Confirmed | Checkbox + Date range | Off | Filters by the date the reservation was Confirmed in RMS. |
| Reservation Modified | Checkbox + Date range | Off | Filters by the date the reservation was last Modified in RMS. |
| Reservation Made | Checkbox + Date range | Off | Filters by the date the reservation was originally Made in RMS. |
| Display By | Dropdown | Detailed |
Controls the output layout of the report. Options:
|
| Sub Group Option | Dropdown | No Grouping |
Adds a secondary grouping level beneath the primary Group By. Options:
|
| Group By | Dropdown | Property |
Primary grouping level for the report rows and subtotals. Options:
|
| Sub Group Option2 | Dropdown | No Grouping | A third-level grouping beneath Group By and Sub Group Option (where applicable). |
| Staff Made or Modified | Dropdown | Made |
Controls which Staff User attribution is used for grouping when Group By is set to User, Property Then User, or User Then Property. Options:
|
| Accounting Method | Dropdown | Accrual |
Controls how transactions are recognised. Options:
See Accounting Method under Data Sources & Calculations. |
| Show Group Master | Checkbox | Off | Includes Group Master account transactions in the figures. |
| Exclude Reservation without Charge | Checkbox | Off | Excludes reservations that have no transactions on their account. |
| Exclude Complimentary Reservation | Checkbox | Off | Excludes reservations flagged as Complimentary. |
| Show Transaction | Radio | Base Rate + Reservation Requirement |
Selects which Accommodation transactions are included. Options:
See Show Transaction under Data Sources & Calculations. |
| Properties | Multi-select | All | Limits the report to selected Properties. |
| Sundry | Multi-select | All | Limits the report to selected Sundry charge types. |
| Res Type | Multi-select | All | Limits the report to selected Reservation Types. |
| Booking Source | Multi-select | All | Limits the report to selected Booking Sources. |
| Reservation Status | Multi-select | All | Limits the report to selected reservation statuses. |
| Company | Multi-select | All | Limits the report to reservations linked to selected Companies. |
| Travel Agent | Multi-select | All | Limits the report to reservations linked to selected Travel Agents. |
| User | Multi-select | All | Limits the report to reservations Made or Modified by selected Users. |
Column Headers
The columns below appear on the report output when Display By is set to Detailed (the default). The Source / Calculation column references the concepts under Data Sources & Calculations rather than repeating them here.
| Column | Description | Source / Calculation |
|---|---|---|
| Date Made | The reservation's Made Date (when the reservation record was created in RMS). | Reservation Made Date. All rows for the same reservation share this value, because each row is a transaction on that one reservation's account. |
| Reservation | The RMS-assigned reservation number. | Reservation number (not a legacy or imported ID). |
| Guest | Primary guest name in Surname Given format. | Reservation Guest profile. |
| Requirements | Requirement type assigned to the reservation (for example, "Studio - Single Bed"). Blank when the reservation has no requirement set. | Reservation Requirement field. |
| Area | Allocated Area name. Blank when the reservation is unallocated. | Reservation Area allocation. |
| Arrive | Reservation arrival date. | Reservation Arrive field. |
| Depart | Reservation departure date. | Reservation Depart field. |
| Nights | The transaction quantity, not the total nights of the stay. For an Accommodation charge posted as one transaction covering multiple nights, Nights equals the night count. For a single Sundry charge (for example, a one-off Cleaning Fee), Nights equals 1. | Transaction quantity field. The Total For [Reservation] subtotal sums these values across the reservation's transactions. |
| Amount | Transaction amount. | Per-row transaction amount. Subtotals at Total For [Reservation], Total For [Group], and Grand Total sum the row amounts. |
Data Sources & Calculations
The following concepts each govern more than one column on the report and explain the report's behaviour.
Each row is one transaction
The Staff Productivity report has one row per account transaction, not one row per reservation. This is the most important concept for reading the report correctly.
When a reservation has multiple transactions on its account - for example, an Accommodation charge plus two Sundry charges - the report renders three rows for that reservation. All three rows show the same Date Made, Reservation, Guest, Requirements, Area, Arrive, and Depart values. Only the Nights (transaction quantity) and Amount differ.
The Total For [Reservation] subtotal sums the row amounts and gives the per-reservation total. Subsequent subtotals (Total For [Group], Grand Total) sum upwards from there.
Accounting Method
The Accounting Method option controls how revenue is recognised:
- Accrual (default): revenue is recognised when earned. Receipt transactions are excluded from the figures. This is the standard accrual-accounting view used by most properties for revenue reporting.
- Cash: revenue is recognised when received. Receipt transactions are included. Use this view when reconciling against cash-flow records.
- Not Set: legacy option; behaviour is undefined.
Show Transaction
The Show Transaction radio controls which Accommodation transactions are included:
- Base Rate + Reservation Requirement (default): both Base Rate transactions and Reservation Requirement transactions are included. In the report header this is labelled Both.
- Base Rate Only: only the Base Rate transactions.
- Reservation Requirement Only: only the per-requirement transactions.
- Rate/Package Quoted: uses the quoted rate from the reservation rather than the posted transaction amount. Useful for projection reports where the actual transactions may not yet be posted.
This option does not change Sundry, Periodic, or Repeat Charge inclusion - those are always counted (subject to the Accounting Method).
Display By layouts
The Display By dropdown selects from six output layouts. Each renders different columns and aggregations:
- Detailed (default) - one row per transaction with the 9 columns above. Shows the most granular view of account activity.
- No Grouping - flat list of transactions without subtotals.
- Summary - rolled-up subtotals only; individual transactions are not shown.
- GL Code Summary - subtotals grouped by General Ledger account code.
- Date Summary - subtotals grouped by date.
- Summary Month Consolidate - subtotals consolidated by calendar month.
Related Reports
- Charges Report - reservation-account charges in Financial Revenue terms.
- Night Audit Report - end-of-day reconciliation report.
- Occupancy Report - occupancy and Operational Revenue by Category, Rate Type, Booking Source, and more.
Related Articles
- Reservation Account - how transactions are posted to a reservation's account.
- Group Master Reservation - how Group Master accounts interact with the Show Group Master option.
- General Ledger Account Codes - referenced by the GL Code Summary layout.
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