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Yield Management Reporting

Monitoring Yielding can be done in many different ways, although it may be complicated in determining exact yielding reasons after the fact, such as a guest changing room types in the middle of their stay.

To pull up a list of all reservations which have been yielded in some way, you can use the Filter List option on the F5 Reservation browse screen. Select Yielded/Upgraded for the first field, not equal to in the second field and select 1(one) for the last field (YIELDED <> 1) and press Add. For reservations that have not been yielded or upgraded in some way, select 0 (YIELDED <> 0).

The Manager's Daily and Manager's Yearly reports show the Yielding Variance, which is calculated each night directly from the room posting on the folio. Only the following fields are included in the Yielding Variance calculation:

  • Folios that do not have an overridden rate.

  • Folios which are Daily Charge postings only (Weekly, Monthly and Package rates are ignored)

  • Folios which have a yielding flag of 1 (YIELDED = 1)

  • Folios which do not have a COMP rate code or zero posted rate.

  • Folios which have a valid room number or have been originally posted from valid room number.

To find records which have been yielded, the following SQL query can be used. You can remove the section you do not which to include. The first section is Reservation records, the second section is folios and the third section is history folios. This query can be pasted in the Interactive SQL window (CTRL+F9) from the Tools menu.


select 
  'R' AS 'Type',
  Confnum,
  CONCAT(LASTNAME,', ', FIRSTNAME) as 'Name',
  RATE_REQ as 'Rate Code',
  CheckIn,
  CheckOut,
  RESERVE.EnteredBy,
  RESERVE.EntryDate

FROM RESERVE
WHERE RESERVESTATUS = 'R' AND YIELDED = 1 and 
      Entrydate BETWEEN '{?Lower Entry Date}' and '{?Higher Entry Date}'
 
UNION ALL

select 
  'F' AS 'Type',
  Number,
  CONCAT(LASTNAME,', ', FIRSTNAME) as 'Name',
  RATE_REQ as 'Rate Code',
  CheckIn,
  CheckOut,
  EnteredBy,
  EntryDate

FROM FOLIOHD
WHERE YIELDED = 1 and 
      Entrydate BETWEEN '{?Lower Entry Date}' and '{?Higher Entry Date}'
 
UNION ALL

select 
  'H' AS 'Type',
  Number,
  CONCAT(LASTNAME,', ', FIRSTNAME) as 'Name',
  RATE_REQ as 'Rate Code',
  CheckIn,
  CheckOut,
  EnteredBy,
  EntryDate

FROM HISTHD
WHERE YIELDED = 1 and 
      Entrydate BETWEEN '{?Lower Entry Date}' and '{?Higher Entry Date}'

Note: Yielding variances are exclusive of any discount placed on the folio, such as a yield increase of $5.00 and also placing a 5% discount on the folio as well. The actual yielding variance in this case is simply YIELDED RATE - RACK RATE, before discount. Yielding variances can be confirmed by running the Rate Variance Report or the running an SQL Query over the YMVARNCE table. See the SQL Queries folder for a sample query which gives yielding variances by selected audit date.