Revenue by Transaction Items

The Revenue by Transaction Items report helps users to visualize a property’s revenue by grouping transaction items under each category or sub-category. It displays revenue for each item across daily, month-to-date (MTD), and year-to-date (YTD) periods.

Perform the following steps to generate the report:

Navigate to Reports ➜ Dynamic Reports ➜ Revenue/Forecasting ➜ Revenue by Transaction Items.

Refer to the following table and fill in the fields.

Field	Description
Report Name	Revenue by Transaction Items.
Property	This is a mandatory multi-select drop-down list that displays the current property by default. Users can select the preferred properties for report generation.
Group By	This is a mandatory single-select drop-down list that displays the following options: Category: When selected, the records are grouped based on categories. Sub Category: When selected, the records are grouped based on subcategories.
Type	This is a mandatory single-select drop-down list that displays the following options: Room Revenue: When selected, only the revenue generated by the room revenue transaction items are displayed. Non Room Revenue: When selected, only the revenue generated by the non-room revenue transaction items are displayed. All: When selected, the revenue generated by both the room revenue and non-room revenue transaction items are displayed.
Date	The start date for report generation. This is a mandatory field that displays the current property date by default. Users can select the past, present, or future dates.
Report Current & Previous Years Based On	This is a mandatory single-select drop-down list that displays the following options: Up to Date Revenue: When selected, the revenue for the previous years is displayed up to the current selected date. Revenue for Selected date: When selected, the revenue is displayed for the selected date

Click Run to generate the report.

Click Save to save the report under User Favorites section.

Sample Report

Report Fields

This report displays the following fields:

Field	Description
Total	The total revenue for both the current and previous year, including net, tax, and gross amounts, is displayed segmented by day, month, and the entire year with an accordion.
Group By	The group by option selected is displayed with an accordion.
Transaction Item	The transaction item name. This column can be sorted and filtered.
Code	The transaction item code. This column can be sorted.
GL Code	The GL code of the transaction item. This column can be sorted.
Category	The category of the transaction item. This column can be sorted.
Subcategory	The subcategory of the transaction item. This column can be sorted.
Current Year (NET)
Day	The total revenue of the item for the selected date.
Month	The total revenue generated by the transaction item for the month of the selected date.
Year	The total revenue generated by the transaction item for the year of the selected date.
Last Year (NET)
Day	The total revenue of the item on the selected date for the previous year.
Month	The total revenue generated by the transaction item on the month of the selected date for the previous year.
Year	The total revenue generated by the transaction item on the previous year of the selected date.
Current Year (TAX)
Day	The total tax charged for the transaction item on the selected date.
Month	The total tax charged for the transaction item on the month of the selected date.
Year	The total tax charged for the transaction item on the year of the selected date.
Last Year (TAX)
Day	The total tax of the item on the selected date for the previous year.
Month	The total tax charged for the transaction item on the month of the selected date for previous year.
Year	The total tax charged for the transaction item on the previous year of the selected date.
Current Year (GROSS)
Day	The total gross (inclusive of revenue and tax) of the item on the selected date.
Month	The total gross (inclusive of revenue and tax) of the item on the month of the selected date.
Year	The total gross (inclusive of revenue and tax) of the item on the year of the selected date.
Last Year (GROSS)
Day	The total gross (inclusive of revenue and tax) of the item on the selected date for the previous year.
Month	The total gross (inclusive of revenue and tax) of the item on the month of the selected date for the previous year.
Year	The total gross (inclusive of revenue and tax) of the item on the previous year of the selected date.