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S&C Advanced Reporting Subject Areas
S&C Advanced Reporting provides views of Sales and Catering (S&C) data that can be used for analysis, planning, and forecasting within the OPERA Business Intelligence (OBI) user-interface. The S&C data is accessed directly from OPERA tables by using real-time online transactional processing (OLTP) and does not require data cubes as in typical OBI online analytical processing (OLAP). Making queries and building reports in OLTP may increase processing time.
The S&C Advanced Reporting Subject Areas appear in the OBI interface when either the OBIEE (OPB_<version number> license is active (no additional add-on license necessary); or without OBIEE, when the add-on license OPS_SAREP <version number> Advanced Reporting is active with ORO_<version number> Oracle BI SE-one User Interface license for S&C Advanced Reporting views.
In OBIEE (OPB_<version number>), select the OBI button or the S&C Advanced Reporting button on the OPERA Sign-in Screen. Once the BI interface opens, select OBI>Answers.
When the add-on license OPS_SAREP S&C <version number> S&C Advanced Reporting is active with the ORO_<version number> Oracle BI SE-One User Interface license, select the S&C Advanced Reporting button on the OPERA Sign-in Screen. Once in the BI interface, select OBI>Answers.
Note: Users must be granted permission for each individual subject area. See S&C Advanced Reporting Setup and OBI User Access.
S&C Advanced Reporting subject areas are available in two different schemas: Oracle 10g and 11g. Depending on the environment in which you are working, the subject areas may vary slightly between the two. The following tables containing columns, attributes, and measurements are identified as either pertaining to 10g or 11g.
S&C Advanced Reporting provides the following subject areas for querying and building reports:
A description of each subject area follows.
This subject area contains Account Room Night and Revenue statistics broken down between Group and Individual stays and can be summarized by Property, Stay Date, Business Segment, Owner, and Profile Type. Both Local and Central currency revenue can be reported. When relationship hierarchies are used, these statistics are rolled up to the master account level with the possibility of reporting on the subsidiaries up to 10 levels deep.
The statistics are calculated from daily, monthly and yearly summary tables that are populated from reservation_stat_daily. These tables improve processing time and are directly accessed by the system when users create reports. With an upgrade from an earlier version to OPERA v5.0.04.00, these tables need to be initially populated in each property using the Synchronize Summary Profile Statistics Utility (Utilities>Synchronize Summary Profile Statistics Utility permission required). In the property, tables will be updated from reservation_stat_daily during the Night Audit. In SFA, it is necessary to configure the transfer of reservation_stat_daily from the interfaced properties. The child tables will populate only when the application parameter General>Populate Reservation Statistics Tables is set to Y. Refer to Configuring the Transfer of Data Mart reservation_stat_daily from Property to SFA.
The table profile_relationship_hier, maintains the accounts' hierarchy up to 10 levels. This table must also be populated after upgrading to OPERA v5.0.04.00 with the Synchronize Relationship Hierarchy Utility (Utilities>Synchronize Relationship Hierarchy permission required). After synchronization, this table will be populated by the Forecast Processor when the application parameter General>Populate Reservation Statistics Tables is set to Y.
Note: For optimal performance and whenever possible, when creating Account Statistics reports we suggest using the Stay Filter Stay Year or Stay Month. When the Account Statistics Report must be filtered on a Stay Date Range, the provided Account Statistics report template should be used as it combines Daily, Monthly, and Yearly tables and statistics. See Account Statistics Template for more information.
Note: If account statistic reports will be run from SFA for an interfaced property, the reservation_stat_daily table must be transferred via OXI and the application parameter General>Populate Reservation Statistics Tables must be set to Y. Refer to Configuring the Transfer of Data Mart reservation_stat_daily from Property to SFA.
This table displays the columns, attributes, and measurements available for selection for Account Statistics reports.
This subject area contains S&C Activity information and can be summarized by Account, Author, Business Block, Contact, Class, Completion Date, Owner, Property, Start Date or Type.
Note: When the Application Parameter>ACTIVITY - USE TIME ZONES FOR ACTIVITIES is active, S&C Advanced Reports that are based on the Activities subject area will generate the Activity times based on the time zone of the user currently logged into the application. For SFA users, the user must have a time zone set in the Employee screen for the times in S&C Advanced Reporting to match with the times in SFA. The BI Activities report will match the times shown for the particular user when looking at activities on these screens: Account Search and Account Screen (New/Edit).
This table displays the columns, attributes, and measurements available for selection for Activities reports.
This subject area contains S&C Group Rooms Budget information with the possibility to compare those figures to Blocked, Contracted or Picked-up Room Nights and Revenue. The Budget and Revenue figures are split out considering the Catering Only check box on a business block with an additional option to report these figures without considering the Catering Only check box.
Note: 1) To provide Group Budget figures in the Business Block Budget reports, users must set up the figures in the OBI Budget Forecast screens (see OBI Budget Forecast).
2) The Business Block Status codes that will be used to calculate the booked room figures in the S&C Advanced Reports must be defined at the Application Setting>OBI>OBI Budget Status.
This table displays the columns, attributes, and measurements available for selection for Business Block Budget reports.
The subject area Business Block Deposits contains the Deposit Request and Payment details for each business block and can be summarized by Business Block Start Date, Deposit Due Date, or Deposit Type.
This table displays the columns, attributes, and measurements available for selection for Business Block Deposits reports.
This subject area contains Blocked Rooms and Room Revenue (Gross and Net) as of the date a business block changed status and can be summarized by Status, Account, Market, Start Date, Status Change Date, Owner, Property, Rate Code or Reservation Method.
This table displays the columns, attributes, and measurements available for selection for Business Block Status Changes reports.
This subject area contains the Total Room Nights (Available, Blocked, Contracted & Picked-up), Room, F&B, Other and Total Revenue per business block and can be summarized by Status, Start Date, Account, Market, Owner, Property, Rate Code or Reservation Method.
This table displays the columns, attributes, and measurements available for selection for Business Block Summary reports.
This subject area contains S&C Group Catering Budget information with the possibility to compare those figures to Forecast, Expected, Guaranteed or Actual catering revenue.
Note: 1) To provide Catering Budget figures in the Catering Budget reports, users must set up the figures in the OBI Budget Forecast screens.
2) The event types used to calculate the catering figures in the S&C Advanced Reports Catering Budget subject area must be defined at the Application Setting>OBI>OBI EVENT TYPES.
3) The budget figures in the Catering Budget subject area are calculated from the Revenue Types budget entered in the OBI Budget Forecast module.
4) For the best performance results, use the Budget Date field when filtering by date.
This table displays the columns, attributes, and measurements available for selection for Catering Budget reports.
This subject area contains S&C Group Catering Budget information with the possibility to compare those figures to Forecast, Expected, Guaranteed or Actual catering revenue. This subject area has an Event Type dimension that can be used for filtering.
Note:
1) The budget figures in the Catering Budget by Event Type subject area are calculated from the Event Types budget entered in the OBI Budget Forecast module.
2) For the best performance results, use the Budget Date field when filtering by Date.
This table displays the columns, attributes, and measurements available for selection for Catering Budget by Event reports.
The Catering Budget by Meal Type subject area contains S&C Group Catering Budget information with the possibility to compare those figures to Forecast, Expected, Guaranteed or Actual catering revenue and allows for filtering by Meal Type.
Note:
1) The budget figures in the Catering Budget by Meal Type subject area are calculated from the Meal Types budget entered in the OBI Budget Forecast module.
2) For the best performance results, use the Budget Date field when filtering by Date.
This table displays the columns, attributes, and measurements available for selection for Catering Budget by Meal Type reports.
This subject area contains Attendee and Revenue (Actual, Billed, Expected, Forecasted, Guaranteed & On the Books) information for each catering event and can be summarized by Status, Account, Business Block Start Date, Event Start Date, Event Type, Function Space, Meal Type, Property, Revenue Groups or Revenue Types.
This table displays the columns, attributes, and measurements available for selection for Catering Revenue reports.
The Event Audit Changes subject area contains details on the changes that were made to an Event, Function Space, or Resource (i.e. Name change, Time Change, Function Space Change). You are able to query on the Actions NEW, UPDATE or DELETE. The records in this subject area are similar to those that can be accessed in the applications Detailed Options via Event Options.
This table displays the columns, attributes, and measurements available for selection for Event Audit Changes reports.
This subject area contains Room Nights (Available, Blocked, Booking Position, Contracted, Original & Picked-up) and Rates per stay date & occupancy and can be summarized by Status, Account, Market, Business Block Start Date, Stay Date, Owner, Property, Rate Code, Reservation Method, Room Type or S&C Room Type.
Note: For the specific type of Snapshot to be calculated and displayed in Room Block reports, the application setting OBI>OBI Allotment Snapshot Type must be set. This setting is available when the application parameter BLOCKs>Block Snapshots is enabled.
This table displays the columns, attributes, and measurements available for selection for Room Block reports.
This Subject Area contains Sales Manager Arrival Goal figures for Activity, Catering, and Room Goals. These goals can be compared to the Total Number of Completed Activities, Catering F&B Revenue, Other Catering Revenue and Catering Covers, and Blocked or Picked-up Rooms, Revenue and Average Rate.
Note: The application setting OBI>OBI GOAL STATUS is used to control which status will be used to calculate the booked room and catering figures in the S&C Advanced Reporting Manager Arrival Goals subject area.
This table displays the columns, attributes, and measurements available for selection for Sales Manager Arrival Goals reports.
See Also
