Reports
SunPMS reports catalogue
75 reports in 10 categories. Each page lists the filters, every column with how it is calculated, and a worked example.
Reports open in one common screen with a filter panel and a table, and can be exported to Excel or PDF or e-mailed. Which reports a user sees depends on the privileges the owner assigns.
- Room reports (8)
- Guest reports (9)
- Daily reports (18)
- Monthly reports (22)
- Yearly reports (4)
- Ledger reports (6)
- Reservation reports (3)
- Housekeeping reports (2)
- Charts (2)
- Custom reports (1)
Room reports 8
| Report | What it shows |
|---|---|
| Block Room Report | The Block Room Report lists the rooms that are blocked out of sale (for repair, maintenance, owner use) for a range of dates, with the reason and the user… |
| Change Room Report | The Change Room Report is the log of guests who were moved from one room to another during their stay or reservation. |
| Rate Type Report | The Rate Type Report is meant to show how much each rate plan (RACK, Corporate, Weekend Special...) sold in a period: how many rooms, what share of the… |
| Revenue By Room Type Report | The Revenue By Room Type Report shows, for each room type and for a range of dates, how many room-nights were sold, the rent, the occupancy tax, the other… |
| Room History Report | The Room History Report shows, room by room and night by night, which guest occupied the room, what rent and tax the night produced, what other charges were… |
| Room Type Rate Change Report | The Room Type Rate Change Report is the audit trail of the Rate Manager. Every time someone saves a rate for a room type and rate plan, the old and the new… |
| Room Type Rate Report | The Room Type Rate Report is the printed rate card of the hotel. It lists, for every room type and every rate plan (rate type), the price that is loaded in… |
| Room Type Restrictions Change Report | The Room Type Restrictions Change Report is the audit trail of the booking restrictions in the Rate Manager: Close To Arrival, Close To Departure, Sold Out… |
Guest reports 9
| Report | What it shows |
|---|---|
| Adult Child Detail Report | The Adult Child Detail Report counts, for each day of a month, how many adults, children and pets stay in the hotel and how many rooms are occupied. |
| Guest Arrival Report | The Guest Arrival Report lists every stay whose arrival date falls in the dates you choose: guests who are still only reserved and guests who have already… |
| Guest Classification Report | The Guest Classification Report groups stays by where the guest came from: the sales and channel category (for example Walk-In, Travel Agent, OTA… |
| Guest Departure Report | The Guest Departure Report lists the stays whose departure date is the date you choose. It splits them into Guests To Check Out (still to leave) and Guests… |
| Guest List Report | The Guest List Report lists the guests of all stays that touch the dates you choose: who is In house and who has Checked Out, with room, room type, address… |
| Guest Stay Summary Report | The Guest Stay Summary Report shows, guest by guest, the stays that start in a date range: room, arrival date, the rent, tax and other charges of the stay… |
| Guest Vehicle Detail Report | The Guest Vehicle Detail Report lists the vehicles of the guests who are in the hotel on a chosen date: guest, room, arrival and departure, make, model… |
| Most Stayed Guest | The Most Stayed Guest report ranks your guests by the number of stays that arrived in a date range. |
| Remaining Guest Checkout Report | The Remaining Guest Checkout Report lists the guests who are due to leave on a chosen date and are still in their room (not checked out yet), with building… |
Daily reports 18
| Report | What it shows |
|---|---|
| Cashiers Report | The Cashiers Report is for counting the till. It does not take a date: it shows what one desk user has taken in the shift that is open right now, by payment… |
| Credit Card Activity Report | The Credit Card Activity Report lists every card transaction of a date range, including deleted payments, declines and business-source card payments, with… |
| Daily Balance Report | The Daily Balance Report lists the in-house guests of one day and how much each of them owes at the end of that day: the balance brought forward, the… |
| Daily Collection Payment Type Report | The Daily Collection Payment Type Report lists the payments of one day grouped under each payment type (Cash, UPI, Visa...), with the desk user, payment… |
| Daily Collection Report | The Daily Collection Report lists every payment received on one day, line by line, with the guest, room, desk user, payment date and time, payment type and… |
| Daily Credit Card Collection Report | The Daily Credit Card Collection Report lists the card payments of one day with the card type, the masked card number and the authorization code, grouped by… |
| Daily Deposit Report | The Daily Deposit Report lists the deposits (advance payments) taken on one day, grouped by deposit type, with the folio number, guest, room and the desk… |
| Daily Other Charge Report | The Daily Other Charge Report lists the other charges (laundry, mini bar, miscellaneous and so on) posted on one day, with quantity, rate, amount, tax and… |
| Daily Rate Change Report | The Daily Rate Change Report lists the stays where the rate charged to the guest differs from the rate on your rate card for that room type and date. |
| Daily Report | The Daily Report lists every folio that moved on one business day (reservations, arrivals, stay-overs and departures) with that day's rent, tax, other… |
| Daily Sheet Report | The Daily Sheet Report is the Daily Report with the payments split by type and every tax of your property in its own column. |
| Daily Summary Report | The Daily Summary Report (card Summary) is the one page that owners read: rent and taxes, other charges, payments by type, discounts, miscellaneous income… |
| Desk User Activity Report | The Desk User Activity Report counts, day by day, what front desk users did: reservations made and cancelled, check-ins, check-outs, and the money they… |
| Desk User Shift Report | The Desk User Shift Report (card Daily Shift, shown with the screen title Desk User Shift Report) lists the payments of every shift of every desk user in a… |
| Hourly Check In Report | The Hourly CheckIn Report (screen title Hourly CheckIn Report) lists the hourly (short-stay) check-ins of one day with the duration in hours, charges… |
| Sales and Channel ADR Report | The Sales & Channel ADR Report (screen title Sales & Channel ADR Report) shows the average daily rate you obtain from each Sales & Channel, such as… |
| Sales and Channel Aging Report | The Sales & Channel Aging Report shows, for each sales and channel that is billed directly (a company or travel agent account), what it still owes and how… |
| Tax Detail Report | The Tax Detail Report shows, for each guest staying on one day, the rent and the tax charged on it, one column for each tax of the property, and the total… |
Monthly reports 22
| Report | What it shows |
|---|---|
| Hotel Statistics Report | The Hotel Statistics Report is a one-page management summary for the date you choose. It has a column Description and two blocks, Current Year and Last… |
| Monthly Bad Debts Report | The Monthly Bad Debts Report lists payments whose payment type belongs to the Bad Debts category: bills that the hotel gave up collecting. |
| Monthly Balance Due Report | The Monthly Balance Due Report lists checked-out folios of the period that are not fully paid. |
| Monthly Balance Report | The Monthly Balance Report shows, for every day of the period, the Previous Balance carried from the day before, the day's Today's Rent, tax and other… |
| Monthly Collection Report | The Monthly Collection Report lists, for every day of the period, how much money was collected in each payment type (Cash, Check, UPI, Visa Card, Master… |
| Monthly Commission Report | The Monthly Commission Report lists folios that have a commission posting for a Sales & Channel (travel agent, company, OTA...). |
| Monthly Credit Card Report | The Monthly Credit Card Report lists card payments only: one row per day and one column for each card type that has payments in the period (Visa, Master… |
| Monthly Multi Currency Report | The Monthly Multi Currency Report lists the folio payments received in a currency other than the property (base) currency. |
| Monthly Other Charge (Columnar) Report | The Monthly Other Charge (Columnar) Report shows other charges as a grid: one row per Date, one column per other charge that has a posting in the period… |
| Monthly Other Charge Report | The Monthly Other Charge Report lists every other charge posted to folios in the period: Charge Name, Room Name, Guest Name, the desk User Name, the Amount… |
| Monthly Refund Report | The Monthly Refund Report lists every refund payment of the period: the date, room, guest, payment type, the Bill Amount of the folio and the Refund amount. |
| Monthly Report | The Monthly Report is the day by day financial summary of the hotel for any period you choose (usually a month). |
| Monthly Room Sold Report | The Monthly Room Sold Report has one row per date with the number of Room Sold and the number of Available Room, plus a Total row. |
| Monthly Sales & Channel Report | The Monthly Sales & Channel Report (card Monthly Sales & Channels, report key monthly-business-source) lists, per Sales & Channel, the checked-in folios… |
| Monthly Sales & Channel Summary Report | The Monthly Sales & Channel Summary Report (card Sales & Channel Summary) has one line per Sales & Channel: Sales & Channel (the name), Balance B/F, Room… |
| Monthly Sales Report | The Monthly Sales Report is a room by day grid for one calendar month: one row per room, one column per day with the rate sold that night, then totals per… |
| Monthly Sheet Report | The Monthly Sheet Report repeats the Monthly Report in an accounting layout: for every date it shows rent, one column per tax of the property (and one… |
| Monthly Statistics Report | The Monthly Statistics Report has one row per date with Arrival, Reservation, Room Sold (Occu. |
| Monthly Tax Detail Report | The Monthly Tax Detail Report has one row per Day. It shows the number of rooms sold, the rent and the tax of each configured tax (City Tax, State Tax, GST… |
| Monthly Tax Exempt Claim Report | The Monthly Tax Exempt Claim Report has one line per tax-exempt stay: Room Name, Folio #, Guest Name, Date In, the Claim Period From and To, the Rent, the… |
| Monthly Tax Exempt Report | The Monthly Tax Exempt Report lists every night in the period on which tax was exempted: date heading, Room Name, Guest Name, the Rate of the night, one… |
| Monthly Undo Report | The Monthly Undo Report lists the operations undone through Utility > Undo Transaction in the period: Desk User, Undo Date, Room, Guest Name, Folio #… |
Yearly reports 4
| Report | What it shows |
|---|---|
| MTD/YTD Comparision | The MTD/YTD Comparision report ("Month-to-date vs. Year-to-date", screen title MTD/YTD Comparison Report) puts the figures of a period (normally the month… |
| Yearly Report | The Yearly Report has one block per month for the From Month to To Month of the chosen Year. |
| Yearly Room Sold Report | The Yearly Room Sold Report is a grid with one row per day number (Sold Date 1 to 31), one column per month (Jan to Dec) and a Total column. |
| Yearly Sheet Report | The Yearly Sheet Report shows, for each month from From Month to To Month of the Year, the lines Rental Guest, Direct Billing and Miscellaneous Income in… |
Ledger reports 6
| Report | What it shows |
|---|---|
| Account Receivable Ledger Report | The Account Receivable Ledger lists the amounts that companies, travel agents and other Sales & Channels owe the hotel as of a date: opening balance, amount… |
| Advance Deposit Ledger Report | The Advance Deposit Ledger lists the advance payments the hotel holds for guests who have not arrived yet (reservations), as of a date. |
| Group Ledger Report | The Group Ledger Report lists the payments taken for a group that have not yet been allocated to the folios of the group members, as of a date. |
| Guest Ledger Report | The Guest Ledger Report lists the guest folios that have an unpaid balance as of a date: guests who are in the house and guests who have checked out but… |
| Inhouse Deposit Ledger Report | The Inhouse Deposit Ledger lists the deposits the hotel holds on guest folios as of a date: payments that were taken with a Deposit Type (for example a… |
| Ledger Summary Report | The Ledger Summary Report puts all the ledgers of the hotel on one page: the closing balance of the guest ledger, the account receivable ledger, the advance… |
Reservation reports 3
| Report | What it shows |
|---|---|
| CRS Rate Plan Report | The CRS Rate Plan Report lists the reservations made in a date range together with the rate plan name and the CRS engine (online channel) they came through. |
| No-Show/Cancel Revenue Report | The No-Show/Cancel Revenue Report lists the revenue the hotel kept from reservations that did not arrive (No-Show) or were cancelled, after it was posted… |
| Reservation Detail Report | The Reservation Detail Report is meant to list every reservation (folios that have not been checked in yet, plus cancelled and no-show ones) for a date… |
Housekeeping reports 2
| Report | What it shows |
|---|---|
| House Keeping Summary Report | The House Keeping Summary Report counts, for each day of a date range, how many housekeeping tasks of each kind are scheduled: for example how many rooms… |
| Special Request Report | The Special Request Report lists the special requests typed on reservations and folios (for example "high floor, quiet room away from the lift") for the… |
Charts 2
| Report | What it shows |
|---|---|
| ADR Chart | The ADR Chart shows, for every day of one month, the average daily rate (room rent divided by rooms sold) as a table and a line graph. |
| RevPAR Chart | The RevPAR Chart shows, for every day of one month, the revenue per available room (room rent divided by all available rooms, sold or not) as a table and a… |
Custom reports 1
| Report | What it shows |
|---|---|
| Daily Guest Payment | Daily Guest Payment is a customized report. For one day it lists every guest folio that received a payment on that day, with the cash and card amount of… |
How reports work
- Reports (overview)
- Report Finder
- Room Reports
- Guest Reports
- Daily Reports - summaries and statistics
- Daily Reports - collections, cashiers and users
- Monthly Reports - revenue, collections and balances
- Monthly Reports - tax, charges, sales and channels, statistics
- Yearly Reports
- Ledger Reports
- Reservation Reports
- Housekeeping and Custom Reports
- Charts (ADR, RevPAR, Occupancy)
- Report Dashboard
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