Yearly Reports
On this page
Annual views, month by month. Pick the months and year under Report criteria and click Show.
Before you start
The Year list shows the current year and six before it. From Month defaults to January, To Month to the current PMS month.
Yearly
Screen title: Yearly Report. Filters: From Month, To Month, Year. For each month: rows "Rental Guest", "Direct Billing", "Miscellaneous Income", "Miscellaneous Expense", then a final Total. Columns: Particular, Rent/Month, tax, tax Exempt, Other Charges, other-charge tax, Discount, Payment, Direct Billing, Payment Transfer, Total Payment, Deposit, Other Payment. Month headings are month names.
Yearly Sheet
Same filters. Like Yearly but with each tax as its own column and payments as Cash, Check, Card, Other Payment, Total Payment, Direct Billing, Deposit, Payment Transfer. Use for accounting.
Yearly Room Sold
Screen title: Yearly Room Sold Report. Filter: Year. Columns: Sold Date (day 1-31), Jan to Dec, Total. A grid of rooms sold on each calendar day of each month; the Total column adds the row. Use it to see seasonality and busy days.
MTD/YTD Comparision
Screen title MTD/YTD Comparison Report. Filters: From Date (first day of the PMS month) and To Date (PMS date). Columns: Title, Period To Date (PTD), Last Year (PTD), Variance (PTD)(+/-), Year To Date (YTD), Last Year (YTD), Variance (YTD)(+/-). Sections: Rent, Occupancy Tax, Other Charges, Payment, Deposit, Authorized Payment, Miscellaneous Income and Expense, Other, Sales & Channel Payment, Room Summary and Statistics (Room Sold, Occupancy Rate, ADR, RevPar). Last year is the same days one year earlier; YTD starts on 1 January of the To Date year. See MTD/YTD Comparision.
Messages you may see
| Message | Why |
|---|---|
| From Month should not be greater than To Month. | Months in wrong order. |
Tips and FAQ
- Q: Yearly total differs from the sum of Monthly reports. A: The same data, but Monthly includes only your chosen range; check months and that deposits are not counted as rent.
- Q: I need a financial year (April-March). A: Choose From Month April to December for one year and run a second report for next year January-March; there is no cross-year option.
Dedicated pages (one page and one video per report)
Every report has its own page with filters, every column, a worked example, troubleshooting and a short narrated video: