strglobal.com training guide property reports Reports - Create... · training guide property...

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property reports

reports: main screenThe Reports tab allows you to create reports, resend or rerun STAR Reports and create Rate STAR Reports.The first tab displayed is Create Report. Currently, this tab is only available outside the United States and Canada.

Select a report template. The template you choose will affect the options in the following steps.

reports: create report

Click on one of the following templates to see instructions specific to that report type.

Standard Template: My Property or Properties Vs. Competitive Set

Standard Template: My Property or Properties Vs. Industry Segments

Standard Template: My Industry Segment (Not a comparative report)

Performance Snapshot: My Property Vs. Competitive Set

Daily Flash: My Property Vs. Competitive Set

reports: standard property vs. comp set reportSteps 1 & 2: To create a Competitive Set Report using the standard template, choose Standard in Step 1 and My property (or properties) in Step 2.

If you do not have multiple properties in your current drop-down list, you will see these options.

If you want to change your active property, choose the Find Property button and follow the usual procedure to select a different property.

If you have multiple properties in your drop-down list, they will be displayed under Available Properties.

Use the right arrow buttons to add properties to the Selected list. The double arrows move all properties at once. You may remove properties from your selections by choosing the left arrows. If you select more than one property, the data will be aggregated in your report.

Primary competitive sets are selected by default. If you have multiple competitive sets, you have the option of selecting a different one.

Also, if you are creating a report for multiple properties, the data for all of the properties’ competitive sets will be aggregated in the report.

Step 2 (continued): Next, you will choose what group your property will be compared to: My competitive set(s).

reports: standard property vs. comp set report

Step 3: Choose the type of data and availability. The date range options in Step 4 will change based on the type of data you select in this step.

For any option that includes daily data, choose from the following options for availability:

STAR Report: This setting shows the data online on the same basis as within your STAR Report. It shows your reported availability – either adjusted or full – versus the full availability of the competitive set.

Adjusted: This setting calculates the results based upon the adjusted, i.e. reduced, room availability for your property, your competitive set and your industry segment.

Full: This setting calculates the results based upon the full room availability for your property, your competitive set and your industry segment.

Your Property Competitive SetSTAR Report Adjusted FullAdjusted Adjusted AdjustedFull Full Full


Step 3 (continued): If you select Advanced, you will see the following options. Any option you select will affect the date range in Step 4.

Only one of these options can be selected at a time.

If you choose either of the Weekday/Weekend options, you will be prompted to enter which days are considered weekend.

The definition of a “Running” option is as follows:

Running 12 Month: The sum of the 11 previous months plus the current month. (The purpose of utilizing the data in this way is to remove the impact of seasonality on the figures.)

If you choose “X-Days” or “X-Months” please specify the number of days or months in the text box.

Step 4: Choose a date range for your report. The date range option will vary depending on your selection from Step 3.

For options that include daily data, you can also choose how to compare the days. Day to Day compares by day of the week (“Monday to Monday”) and Date to Date compares by actual calendar date (“January 1 to January 1”).

Daily

Monthly

Advanced

Any Advanced option you select in Step 3 will affect the date range options in this step. The Standard Weekly option is shown here.


Step 5: Select the type of data columns you would like to see in your report.

• The columns included in the Basic option for single property reports are selected in the screenshot below. Multiple property reports will have fewer available options.

• Select All columns if you would like to see all available columns for your report type.

• Select Advanced if you want to customize the columns in your report.

Note: TY = This Year, and LY = Last Year.


Step 6: Select any subtotals or grand totals you would like to see in your report.

• Select Basic for the default subtotals.

• Select None to eliminate all subtotals.

• Select Advanced if you want to customize the subtotals in your report.

The date range you selected in Step 4 can affect subtotals in your report. When your date range includes any incomplete periods (such as partial weeks or months), you will see partial subtotals in your report.


Step 7 - Currency: The default currency will always be your local currency.

Step 8 - Favorites: Choose Save to Favorites to add your current set of report specifications to your Favorites list.

Step 9 - Graphs: Choose Include Graphs to add a second tab to your report with graphs (see below). You will not see this step if you have selected an Advanced type of data in step 3.

Here is an example of the graphs generated for a report. Subject property and competitive set daily performance data is shown in line graphs and tables.

After you click Submit, a report is generated within a few seconds and displayed in Excel format.


This is a snapshot of a Standard Report comparing aggregated data for multiple properties to multiple competitive sets.

reports: standard property vs. industry reportSteps 1 & 2: To create a report using the standard template that compares your property or properties to industry segments, choose Standard in Step 1 and My property (or properties) in Step 2.

If you do not have multiple properties in your current drop-down list, you will see these options.


If you have multiple properties in your drop-down list, they will be displayed under Available Properties.

Use the right arrow buttons to add properties to the Selected list. The double arrows move all properties at once. You may remove properties from your selections by choosing the left arrows. If you select more than one property, the data will be aggregated in your report.

reports: standard property vs. industry report

Choose from the list of available segments on the left, and add one segment to the selected list on the right. Use the left and right arrow buttons to move a segment between the two lists. Only one industry segment can be selected at a time.

Step 2 (continued): Next, you will choose what group your property will be compared to: My industry segments.

Market: Outside the U.S., a market can be defined as a city, region or country with at least 30 participating hotels. A market must contain a sufficient number of hotels to permit further subdivision into submarket and price segments.

In the U.S., a market is defined as a geographic area composed of a Metropolitan Statistical Area (i.e. Atlanta, GA), a group of Metropolitan Statistical Areas (i.e. South Central Pennsylvania) or a group of counties (i.e. Texas North). Submarket: A geographic area which is a subset of a market. A market is made up of one or more submarkets.

Market Class: The class of a hotel/hotel chain is based on its ADR. The class for a chain-affiliated hotel is the same as its chain scale. An independent hotel is assigned a class based on its ADR, relative to that of the chain-affiliated hotels in its geographic proximity. There are six class segments: Luxury, Upper Upscale, Upscale, Midscale with F&B, Midscale without F&B, Economy.

Submarket Class: This designation is similar to Market Class with the following exceptions: The Luxury and Upper Upscale Classes are collapsed to form a single class. The Upscale and Midscale with F&B classes are collapsed to form a single class. The Midscale without F&B and Economy classes are collapsed to form a single class.


Step 3: Choose the type of data and availability. The date range options in Step 4 will change based on the type of data you select in this step.


STAR Report: This setting shows the data online on the same basis as within your STAR Report. It shows your reported availability – either adjusted or full – versus the full availability of the selected industry segment.

Adjusted: This setting calculates the results based upon the adjusted, i.e. reduced, room availability for your property and the selected industry segment.

Full: This setting calculates the results based upon the full room availability for your property and the selected industry segment.

Your Property Industry SegmentSTAR Report Adjusted FullAdjusted Adjusted AdjustedFull Full Full


Step 3 (continued): If you select Advanced, you will see the following options. Any option you select will affect the date range in Step 4.

Only one of these options can be selected at a time.


The definition of a “Running” option is as follows:

Running 12 Month: The sum of the 11 previous months plus the current month. (The purpose of utilizing the data in this way is to remove the impact of seasonality on the figures.)

If you choose “X-Days” or “X-Months” please specify the number of days or months in the text box.

reports: standard property vs. industry reportStep 4: Choose a date range for your report. The date range option will vary depending on your selection from Step 3.


Daily

Monthly

Advanced








Step 5: Select the type of data columns you would like to see in your report.




Note: TY = This Year, and LY = Last Year.




Here is an enlarged snapshot of a graph generated for a report. Subject property and industry segment daily performance data is shown in line graphs and tables.


This is a snapshot of a Standard Report comparing data for a property to its industry segment.


reports: standard industry reportSteps 1 & 2: To create an Industry Segment Report using the standard template (not a comparative report), choose Standard in Step 1 and My industry segments in Step 2.

Choose from the list of available segments on the left, and add one segment to the selected list on the right. Use the left and right arrow buttons to move a segment between the two lists. Only one industry segment can be selected at a time.

Market: Outside the U.S., a market can be defined as a city, region or country with at least 30 participating hotels. A market must contain a sufficient number of hotels to permit further subdivision into submarket and price segments.

In the U.S., a market is defined as a geographic area composed of a Metropolitan Statistical Area (i.e. Atlanta, GA), a group of Metropolitan Statistical Areas (i.e. South Central Pennsylvania) or a group of counties (i.e. Texas North). Submarket: A geographic area which is a subset of a market. A market is made up of one or more submarkets.

Market Class: The class of a hotel/hotel chain is based on its ADR. The class for a chain-affiliated hotel is the same as its chain scale. An independent hotel is assigned a class based on its ADR, relative to that of the chain-affiliated hotels in its geographic proximity. There are six class segments: Luxury, Upper Upscale, Upscale, Midscale with F&B, Midscale without F&B, Economy.

Submarket Class: This designation is similar to Market Class with the following exceptions: The Luxury and Upper Upscale Classes are collapsed to form a single class. The Upscale and Midscale with F&B classes are collapsed to form a single class. The Midscale without F&B and Economy classes are collapsed to form a single class.

reports: standard industry reportStep 3: Choose the type of data and availability. The date range options in Step 4 will change based on the type of data you select in this step.

If you select Advanced, you will see the options highlighted below. Only one of these options can be selected at a time.


The definition of a “Running” option is as follows:Running 12 Month: The sum of the 11 previous months plus the current month. (The purpose of utilizing the data in this way is to remove the impact of seasonality on the figures.) If you choose “X-Days” or “X-Months” please specify the number of days or months in the text box.


Industry SegmentSTAR Report Full Room AvailabilityAdjusted Adjusted Room AvailabilityFull Full Room Availability

reports: standard industry reportStep 4: Choose a date range for your report. The date range option will vary depending on your selection from Step 3.


Daily

Monthly

Advanced


reports: standard industry reportStep 5: Select the type of data columns you would like to see in your report.




Note: TY stands for This Year, and LY stands for Last Year.






reports: standard industry reportStep 7 - Currency: The default currency will always be your local currency.



Here is an enlarged snapshot of a graph generated for a report. Industry segment daily performance data for this year and last year is shown in line graphs and tables.


This is a snapshot of a Standard Industry Report.

reports: performance snapshotSteps 1 & 2: To create a Performance Snapshot Report, choose Performance Snapshot in Step 1.

Because this report template is designed to display a single property compared to its competitive set, all Step 2 options are greyed out when you select Performance Snapshot.

Performance Snapshot reports will display data for only one of your properties at a time.


Step 3: The options for data types are greyed out because Performance Snapshot reports include more than one data type: Day to Day, Week to Week, Month to Date, Year to Date, Running 3 Month and Running 12 Month - each period ending with your selected end date.

Choose from the following options for availability:

Your Property Competitive SetSTAR Report Adjusted Room Availability Full Room AvailabilityAdjusted Adjusted Room Availability Adjusted Room AvailabilityFull Full Room Availability Full Room Availability

reports: performance snapshotStep 4: Choose the end date for your report. The report will include data for several periods ending with the date you choose. Each of these periods will be compared to the same period of the previous year.

• Day to Day• Week to Week• Month to Date• Year to Date• Running 3 Month • Running 12 Month

Steps 5 & 6: Because data columns and sub/grand totals cannot be customized in the Performance Snapshot template, these options are greyed out.




This is a portion of a Performance Snapshot Report, enlarged to show detail.

reports: daily flashSteps 1 & 2: To create a Daily Flash Report, choose Daily Flash in Step 1.

Because this report template is designed to display a single property compared to its competitive set, all Step 2 options are greyed out when you select Daily Flash.

Daily Flash reports will display data for only one of your properties at a time.


Step 3: The options for data types are greyed out because Daily Flash reports include more than one data type: Daily, Month to Date, Month to Date Weekday and Month to Date Weekend - each period beginning with the first day of your selected month and ending with your selected end date.

Choose from the following options for availability:

Your Property Competitive SetSTAR Report Adjusted Room Availability Full Room AvailabilityAdjusted Adjusted Room Availability Adjusted Room AvailabilityFull Full Room Availability Full Room Availability

reports: daily flash

Step 4: Choose the end date for your report. The report will include data beginning with the first day of your selected month and ending with your selected end date. Each of these periods will be compared to the same period of the previous year.

• Day to Day or Date to Date: Day to Day compares by day of the week (“Monday to Monday”) and Date to Date compares by actual calendar date (“January 1 to January 1”).

• Month to Date• Month to Date: Weekday• Month to Date: Weekday

Steps 5 & 6: Because data columns and sub/grand totals cannot be customized in the Performance Snapshot template, these options are greyed out.

reports: daily flashStep 7 - Currency: The default currency will always be your local currency.


Step 9 - Graphs: Choose Include Graphs to add a second tab to your report with graphs (see below).


This is a portion of a Daily Flash Report, enlarged to show detail. Daily Flash Reports also include ADR and RevPAR data.

Here is an enlarged snapshot of a graph generated for a report. Subject property and competitive set daily performance data is shown in line graphs and tables.

If you have already saved a report as a favorite, you can click here to run the same report.

reports: create report from favorites

Click on the name of your saved report from this list to automatically fill in the report specifications on the Create Report tab.

Click Submit if you do not wish to make any changes to the pre-filled report specifications.

reports: resend STARThis tab allows you to request a resend of a STAR report, an identical copy of the originally received report of your hotel’s Weekly or Monthly STAR report.

You may also add a message to STR before submitting your report request.

The report will be sent to your email address within one business day. To order this report, your email address must already be on the distribution list for this hotel. The report will only be sent to your email address.

Choose either weekly or monthly, then select the specific date range. You have the option to request a resend of a STAR report from the previous two months or two weeks. Older reports are not stored for resending, but you may request a Rerun Report instead.

reports: rerun STARThis tab allows you to request that a Weekly or Monthly STAR Report be rerun because of a data change, a competitive set change, late data or back data. There is a $75.00 fee for a STAR Report rerun.

Choose the reason for the rerun before clicking Submit to send your report request.

Reports will be emailed to everyone on the distribution list within one business day after any change has been approved and completed. To order this report, your email address must already be on the distribution list for this hotel.

Choose either weekly or monthly, then select the specific date range.

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