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The Manager's Report provides daily summary and a running month and year to date total of revenue, charges, payments, occupancy, advanced deposits and accounts receivable. This is the most useful day-at-a-glance report offered in MyPMS. The report format always displays the data in three columns: Today, Month to Date and Year to Date. Therefore, the single date chosen in the date picker can be used to provide a specific date range. For example, if you choose June 30, you will see the totals for day of June 30, the total for the month-to-date (June 1-June 30) and the Year-to-date total (Jan 1 - June 30). If further detail is needed on any category, then use the Transactions Report and select the "Transaction Category" in the drop-down menu and use the same date range to get a detailed list of transactions. All Reports run on the system date, so if you have not performed Night audit for the current day, then the report will not be populated with all of the data. It is recommended to run this report for the previous day or after night audit has been completed for the current date. |
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| title | Managers Reports |
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To run a Manager's Report:
- Go to REPORTS | MANAGERS | MANAGER'S REPORT
- Click on MANAGER'S REPORT
- Choose Date: Choose a single date. This date also determines the Month to date and Year to date data. I.e. choosing Dec. 31 would display the entire year in the Year to date column.
- Choose the report format: HTML, Excel or Text.
- Click Generate Report
The Manager's Report is divided into the following sections:
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