Module-specific report configuration options

Tree menu to select an organization and job levels to be included in report.

Displays KBIs that are not included in other revenue centers or market segments.

• Other KBIs—Include KBIs that were created independently from revenue centers and market segments, for example total rooms.
  

Select data to be displayed. Datasets display Year and Type of data that are grouped in an organized manner. Base Dataset is used as basis against which other datasets are compared.

• Year—Select a year of dataset.

• Type—Select a type of dataset.

Select data to be displayed. Datasets display Year and Type of data that are grouped in an organized manner. Comparative Dataset is dataset to which Base Dataset is compared.

• Year—Select a year of dataset.

• Type—Select a type of dataset.

Select data as necessary. Datasets display the Year and Type of data that are grouped in an organized manner.

• Year—Select a year of dataset. 

• Type—Select a type of dataset.

Show any audits that a manager made to their record.

• Select—Select budget line(s) to be included in report.

• Budget Line—Displays name of budget lines.
  

  Note:Read-only.

• Buttons:

  • Select All—Click to select all budget lines.

  • De-Select All—Click to clear all budget lines.

Select a period of dataset.

Display a budget dataset to be included in report.

Print adjustments made to an employee's schedule.

Displays budget line totals by period.

Displays amounts and KBIs by detail for each by profit center.

Displays columns of information.

• Amounts Only—Displays all dollar amounts.

• Amounts and Percents—Displays dollar amounts and percentage lines where applicable.

• Amounts, Percentages and POR—Displays dollar amounts and percentage lines, as well as a POR column which displays cost per occupied room for that month.

• Amounts, Percentages and PAR—Displays dollar amounts and percentage lines as well as a PAR column which displays cost per available room. This information is helpful with knowing expenses when occupancy has a key role.

• Percentages Only—Displays all percentages where applicable.

• POR Only—Displays expenses per month per occupied room. This option displays only POR figures across board. 

• PAR Only—Displays each budget line expense or revenue per available room, in detail.

• Units Only—Displays units that are associated with budget line.
  

• Amounts, Units—Displays dollar amounts associated with cost per available room and displays units that associated with budget line.
  

• Amounts, Units, Productivity

• Units, Productivity

• Amounts, Productivity
  

Displays all budget lines even if data entered is zero.

Use period separator lines to group information.

Displays variance between BaseDataset(s) and Comparative Dataset.

Inserts a page break between each new top level line.

Table includes:

• Select—Select top level line(s) you want to be included in report.

• Top Level Line—Displays name of top level line(s).
  

  Note: Read-only.

• Buttons:

  • Select All—Click to select all top level line.
    

  • De-Select All—Click to clear all top level lines.

Choose which departments or jobs to display in report.

Choose which budgets to display in report.

Displays primary configurations of a line.

• Account Number

• Budget Line Name

• Allocation – Yes/No

• Factor Mode

• Line Type

• Active – Yes/No

Displays a periodic total of units in budget line calculation.

• KBIs

• Hours

• Cost

Select a year of dataset.

Displays configured cost per units per period as an average wage or a cost per unit.

Displays configured factor.

Displays configured fixed amount.

Displays periodic total dollars by line.

Set starting period for report which you are running. two periods subsequent to Start Period, as well as period you selected, will be represented in report.

Determine latest date for which you want to include data.

View data from first period to current period.

View year-to-date data from Period 1 through period selected from Period drop-down.

Display units as Productivity.

In this section, you designate both the report start and end periods and the start and end days within those periods. For example, you can run the report for day 10 of period 1 through day 25 of period 6.

Options include:

• Start Date—Select a start date for when the date should be collected in the report.

• End Date—Select a end date for when the date should be collected in the report.

• Period—Select a period for when the data should be collected in the report.

• PeriodDay—Select a day for the period for when the data should be collected in the report.
  

  Note: Period and Period Day describe the Start/End Date. Appears on the KBI Quantity Average Revenue, KBI Revenue, KBI Spreadsheet Style, and Budget Notes reports in Budgeting.

Display volume selected.

Display unit price.

Display total revenue.

Display a six week rolling average.

Display last year's actuals for every day in report.

Display current year actuals.

Display actual volumes by a specific period.

Eliminate some of detail and only view data by quarter rather than by single Period.

Displays market segments for chosen budget by displaying period totals for rooms occupied, occupancy %, ADR, RevPAR, and revenue by segment.

Use report builder that was configured for Owner reports.

Use report builder that was configured for P&L Performance.

Use report builder that was configured for Periodic Budget Report.

View data for period selected from Period drop-down.

Displays variance between Base and Comparative Datasets as either Dollars or Percentages.

Display percent of line data for that budget line. percent of line is a percentage represented by formula: budget line dollars ÷ percent of line dollars (for that line).

Displays cost per occupied room (rate of dollars for that line, distributed over number of occupied rooms).

Options for dataset wage rates that will be used to calculate costs for scheduled and projected datasets.

This selection is relevant only if scheduled or projected datasets are selected as comparative datasets.

When selected, report will include column for each dataset that displays productivity for each level of labor structure included in report. Variance columns will display difference between actual productivity and that of comparative datasets.

When selected, report will include column for each dataset that displays labor cost percent for each level of labor structure included in report. Variance columns will display difference between actual labor cost percent and that of comparative datasets.

Sort by budget line.

Select where the data is pulled from.

Choose which revenue centers to include in the report.

• Revenue Center—Select one specific revenue center or all revenue centers to be included in the report.

Produces a report that is grouped by the selection(s) you make in this category. You can select any or all of the following:

• Input KBIs—Produces a report that displays all input KBIs.

• Calculated KBIs—Produces a report that displays all calculated KBIs.

• Statistical KBIs—Produces a report that displays all statistical KBIs.

If selected, all KBIs in the report are displayed.

If selected, the report displays scheduled hours.

If selected, hours are organized by shift categories:

• Regular—Hours in all shift categories that are not tagged as Contract or Training.

• Contract—Hours in all shift categories that are tagged as Contract.

• Training—Hours in all shift categories that are tagged as Training.

• TOTAL—All hours in all shift categories.

If selected, the report displays which standard set was used for each day of the week to project hours and which standard set was used to used to generate standard hours.

Select your own KBIs to be run in the report.

Show only the KBIs that are configured on your Labor standard for each job to be included in the report.

See units displayed as hours in a daily format.

See units displayed as hours in a weekly format.

See units displayed as full-time equivalents (divide actual hours by 40) in a weekly format. The resultant value tells you how many people worked in this job (or department or division) if each employee worked 40 hours. If the report period is greater than seven days, RMS will divide the number of days by seven to arrive at a standard week for use in calculating FTEs.

Table includes:

• Select—Select the code number you want to be included in the report.

• Name—Displays the name of the KBIs.

• Code—Displays the code number of the KBIs.

Display units as worked.

Display units as paid.

Displays actual data in the report.

Displays forecast data in the report.

If a goal was entered, the goal is displayed in the General Tab.

Display the report totals by one of the following:

• Hours

• Costs

Create a page break between each schedule group.

Choose whether to see any notes that associated with an employee.

Select to print the report with graphs. Graphs display peak demand periods (flow) and the required amount of staff (in half-hour increments) to meet the anticipated demand.

View total payroll for projected and scheduled hours.

Determine whether one specific market group or all market groups are included in the report. Market groups are used as reporting mechanisms to help you track and forecast categories of rooms and guests.

Determine which market segment type(s) are included in the report. There are two types of market segments: Rooms and Casino. Rooms market segments are room-related and are categorized into several market segment types. Casino market segments are unique entities.

Market Segment types include:

• Contract—Represents rooms that are held each day for an organization at an agreed-upon rate.

• Group—Represents rooms used by organizations or associations. Your Sales Department usually books this segment type. If you have certain groups with special needs or other issues that require more resources than normal, you may want to create other segments.

• Transient—Represents guests who made their own reservations (through a travel agent or your reservations department) and are not associated with a group or contract. Typically, business or commercial travelers and tourists comprise the transient market segment.

• Non-Revenue—Represents rooms that are provided on a complimentary basis for any of a variety of reasons. Many properties do not use this category as they prefer to associate complimentary rooms with the group or transient segments.

• Casino—Represents the Casino type of market segment that is used to forecast Casino Admissions, Players, or Guests. This segment type is not included on any market segment reports that are associated with an occupied hotel room.

Displays only totals for each market segment.

Displays data for each market segment, as well as totals for the market segment type.

Display additional data about arrivals.

Display additional data about guests.

Display additional data about departures.

Displays all market segments even if they have zero values.

Table includes:

• Select—Select the revenue center(s) to be included in the report.

• Revenue Center—Displays the name of the revenue centers.

  Note: Read-only.

• Buttons:

  • Select All—Click to select all revenue centers.

  • De-Select All—Click to clear all revenue centers.

Select to insert page breaks between each revenue center in the report.

Create a page break between each operating code.

Determine which totals, if any, are displayed in the report (Property, Division, Department, Job). Totals should not be included in reports that are to be printed and posted for viewing by employees.

Select the assignment to include in the report.

Sort the report by start time or by assignment.

Include KBI data in the report. Options include:

• Display KBIs associated with job standards—Include data for the KBIs that are associated with the selected job(s).

• Display Additional KBIs—Select KBIs that are associated with Job Standards along with any additional KBIs.
  

  Note: Visible only if Display KBIs associated with Job Standards is selected.

Table includes:

• Select—Select the schedule group(s) to be included in the report.

• Schedule Group—Displays the name of the schedule groups.

  Note: Read-only.

• Buttons:

  • Select All—Click to select all schedule groups.

  • De-Select All—Click to clear all schedule groups.

Determine how names should appear in the report. Options include:

• Display Name—Displays full name as entered in Employee Maintenance. 

• First Name / Last 3 of Emp. I.D.—Displays first name plus the last 3 digits of the Employee ID.

• First Name / Last Initial—Displays first name plus the first letter of the last name.

Determine the date in which the report begins and ends.

Select the number of weeks prior to the Week Ending date to print.

Select how many employee records should be included on a page.

Assign a specific name for the report.

Print the report in landscape (horizontal) format.

Print the times of when employees punched out.

Print the number of hours the employees worked.

Create a page break between each assignment.

Create a page break between each job.

Table includes:

• Select—Select the report option(s) to be included in the report.

• Report Options—Displays the name of the report options.
  

  Note: Read-only.

• Buttons:

  • Select All—Click to select all report options.

  • De-Select All—Click to clear all report options.

Table includes:

• Select—Select the employee data to be included in the report.

• Options—Displays the name of the option.
  

  Note: Read-only.

  • Name—Select the check box to include the employee's name in the report.

  • Employee ID—Select the check box to include the Employee ID in the report.

• Buttons:

  • Select All—Click to select all options.

  • De-Select All—Click to clear all options.

Determine the Start and End Time of a shift.

Select how to display unscheduled employees. Options include:

• Do Not show.

• Show as Off if there is no label.

• Always show as off.
  

Determine whether all information, or only the areas that are over- or under-staffed, are displayed.

Designate how many employee records should be included on a page.

Includes employees who currently have a status of ‘Leave of Absence’ on the report.

Determine the time frame for which you are running the report.

If selected, displays the forecast vs. schedule hours variance.

Sorts employees by Name, Hire Date, Skill Rank, or Skill Date.

Determine how names should appear on the report. Options include:

• Display Name—Full name as entered in Employee Maintenance. 

• First Name / Last 3 of Emp. I.D.—First name plus the last 3 digits of the Employee ID.

• First Name / Last Initial—First name plus the first letter of their last name.

Configure Earning Types that count toward National Minimum Wage.

Table includes:

• Select—Select Tip Pool(s) to be included in report.

• Tip Pools—Displays name of tip pools.
  

  Note: Read-only.

• Buttons:

  • Select All—Click to selected all tip pools.
    

  • De-Select All—Click to clear all selected tip pools.

Select end date for workweek that is included in printed report.

Select workweek that is included in printed report.

Select workweek that is included in printed report.

Determine time frame covered in report.

Determine time frame covered in report.

Select a year of dataset.

Select minimum wage to be used for adjustment.

Determine which Employee Classes (which are based on criteria determined when creating Employee Sets) are included in report.

You can choose one class or all classes.

Determine which types of work (as configured in Setup) are included in report.

You can choose one class or all of classes.

Place page breaks between divisions, Department, Job, or Employee.

Select to run report for a specific pay period.

Default: By Pay Period is selected.

Select to run report for a specified date range.

Select a pay period for which to run report.

Select a pay type for which to run report.

Choose whether to display shift categories in report.

Choose whether to display only selected jobs in report.

Choose whether earnings are summarized on report.

Displays an employee's status in report.

Determine whether to summarize data by tip pool, sub pool, or employee.

Determine whether to have just Guaranteed Wages on report or all information.

Include details of tip pools such as Worked Hours, Gross Units, and so on.

Show data for all employees rather than just employees who have accrued tip pool earnings.

Select to include employee information in generated report.

Shows whether a change was made manually or by reconcile.

Select a radio button to determine whether report is organized by categories or rule items:

• Categories—Select to display categories of points.

• Rule Items—Select to display rule items associated with events.

Determine amount of detail to view.

Select to display From Date and To Date fields. You can also view data for Other Hours and Bankable Hours.

Bankable Hours = Worked Hours + Other Hours that have been marked as "Include in Bank".

Displays data that covers a period starting six days before date you enter as To Date.

Select whether actual times are displayed on report.

Select whether report includes a signature line.

Select whether rates are displayed in report.

Select to include inactive employees in the report.

Select shift categories and corresponding hours to be included in report.

Select check box to display an employee's job(s).

Select check box to display an employee's pay group.

Select check box to display an employee's I9 information.

Select check box to display an employee's tax history.

Select check box to display a employee's regular schedule(s).

Select check box to display when a employee is available.

Select check box to display an employee's schedule group.

Select check box to display an employee's status history.

Displays an employee's scheduling availability in report.

Select check box to display an employee's pay history.

Select check box to display an employee's assignment(s).

Select check box to include an employee's employee history.

Select check box to display an employee's status.

Database table from which to retrieve data.

Sort audit by user.

Sort audit by employee.

Print employee's ID.

Group report information by Division or by Employee.

View only punches that have errors.

View all notes and signatures.

Determines what day will be used when pulling Actual Hours Data for report calculations. Actual Hours will be reported up to this date. Any dates that occur after selected Last Day of Actuals will use Scheduled hours.

Create a limit of hours a employee can work during a workweek. If an employee works that amount or more, they could be qualified to get overtime.

Identifies acceptable % variance. Anything above chosen % variance will be calculated and shown in Under Reported Tips column.

Table includes:

• Select—Select Pay Type(s) to be included in report.

• Pay Type—Displays name of pay types.

  Note: Read-only.

• Buttons:

  • Select All—Click to select all pay types.

  • De-Select All—Click to clear all selected pay types.
    

Select check box if you want a page break between each employee in printed report.

Table includes:

• Holiday—Displays name of holiday.

• Date—Displays date of holiday.

• Paid—Displays whether holiday is paid.

All fields are Read-only.

Select to display only an employee’s Home Job.

Sets number of pay periods forward for report to look for accrual expirations