Understand profile reports
Profile Reports focus on guest-level data and reservation activity within the CRM. Each report serves a specific analytical purpose and includes customizable filters to narrow results based on date ranges, properties, guest attributes, and booking characteristics. These reports provide insights into arrival patterns, spending habits, data quality, and guest segmentation to support targeted marketing and operational planning.
Available profile reports
Listed below are the available profile reports.
Arrival report – View detailed arrival information for upcoming or past reservations.
Top guests – Identify your highest value guests by revenue, room nights, or number of stays.
RFMAC category summary – Analyze guest segments using behavioral scoring metrics.
Reservation analysis – Examine booking patterns by channel, market, rate code, or room type.
Explicit versus implied consent – Review marketing consent status across your guest database.
Common uses for profile reports
Listed below are the common uses for profile reports.
Preparing for guest arrivals and identifying VIP treatment opportunities.
Building targeted marketing segments based on guest value.
Evaluating booking channel performance and data capture quality.
Ensuring compliance with marketing consent regulations.
Tracking guest engagement trends over time.
Before you start
Before running profile reports ensure the follow is in place.
Verify your user role has access to the reports menu.
Determine which date range and filters are relevant to your analysis.
Consider whether you need to export the report for additional analysis or sharing with other teams.
Review any property-specific or tier-level filters you want to apply.
📌Note: Exported reports may contain additional fields not displayed in the on-screen report view.
Access profile reports
Follow the steps below to navigate to profile reports.
From the left navigation menu, click Reports.
Click Profile in the left menu categories or select the Profile tab at the top of the screen.
Select the specific report you want to run from the list.
Arrival report
The arrival report displays guest arrival information for a specified date range, including reservation details, loyalty status, rewards, and preferences. This report helps hotel staff prepare for incoming guests by showing who is arriving, their membership level, and any special considerations.
When to use this report
Listed below are some of the common reasons to use the arrival report.
Prepare for upcoming guest arrivals and identify VIP members.
Review guest preferences and special requests before check-in.
Analyze arrival patterns by property or date range.
Export detailed arrival data for operational planning.
Run the arrival report
Follow the steps below to run the arrival report.
From the left navigation menu, click Reports.
Click Profile and select Arrival Report.
Set the Begin Date and End Date for your reporting period.
Apply optional filters:
Hotel or property – Filter by specific property.
Member level – Filter by loyalty tier.
Reservation Status – Filter by reservation status:
Reserved.
In-house.
Checked-out.
Sort Column – Choose which field to sort results by.
Sort Direction – Ascending or descending order.
Click Run Report to generate results.
Optionally, click Export to download the report as CSV.
Arrival report output fields
The arrival report includes the following information.
FirstName – Guest's first name.
LastName – Guest's last name.
Email – Guest's email address.
MemberID – Loyalty program member ID.
MemberLevelName – Name of the guest's loyalty tier.
HotelName – Name of the hotel property.
RoomType – Type of room booked.
DayIn – Arrival date.
DayOut – Departure date.
Birthday – Guest's date of birth.
totalCharge – Total reservation charge.
amountRoom – Room charge amount.
amountService – Service/add-on charge amount.
taxRoom – Room tax amount.
taxService – Service tax amount.
Rewards – Rewards issued to the guest for this reservation.
Preferences – Guest preferences in format RequestName:DetailsName.
OriginRoomtype – Original room type before upgrade.
NewRoomtype – New room type after upgrade.
UpgradeAmount – Amount paid for upgrade.
UpgradeTime – Date and time of upgrade.
CrsConfirmationNumber – Central Reservation System confirmation number.
PmsConfirmationNumber – Property Management System confirmation number.
ServiceItems – Service items associated with the reservation.
Top guests report
The top guests report identifies and ranks your highest-performing guests based on revenue, room nights, or number of stays within a specified date range. This report helps identify VIP guests and high-value customers for targeted marketing and special treatment.
When to use this report
Listed below are some of the common reasons to use the top guests report.
Identify your most valuable customers for VIP programs.
Build targeted marketing segments for high-value guests.
Analyze guest value distribution across your database.
Recognize and reward your best customers.
Run the top guests report
Follow the steps below to run the top guests report.
From the left navigation menu, click Reports.
Click Profile and select Top Guests.
Set the Begin Date and End Date for your reporting period.
Apply required filters:
Top guests type and select ranking metric:
Revenue this is the default.
Room nights.
Stays.
Apply optional filters:
Hotel or property – Filter by specific property.
Member level – Filter by loyalty tier.
Number of results – Limit the number of top guests displayed.
Click Run Report to generate results.
Optionally, click Export to download the report as CSV.
Top guests report output fields
The top guests report includes the following information:
FirstName – Guest's first name.
LastName – Guest's last name.
Email – Guest's email address.
MemberID – Loyalty program member ID.
MemberLevelName – Name of the guest's loyalty tier.
Language – Guest's preferred language.
Revenue – Total revenue generated by the guest.
RevenueStr – Formatted revenue string.
Room Nights – Total room nights stayed.
Stays – Total number of stays.
Top Guests Type – The metric used for ranking revenue, room nights or stays.
The TopGuestsType field indicates which metric was used to determine the ranking. When you run the report sorted by revenue, this field displays revenue and the revenue column contains the values used for sorting. When sorted by room nights, it displays room nights and the room nights column contains the sorting values. When sorted by stays, it displays stays and the stays column contains the sorting values.
RFMAC category summary report
The RFMAC category summary report provides a summary of guest profiles categorized by RFMAC recency, frequency, monetary, add-on and canceled scores. This report compares profile distribution between two dates to show movement between categories and helps identify trends in guest engagement.
When to use this report
Listed below are some of the common reasons to use the RFMAC category summary report.
Understand how your guest base is distributed across behavioral segments.
Track changes in guest engagement over time.
Identify shifts in guest value or activity patterns.
Build targeted marketing campaigns based on guest behavior.
How RFMAC date comparison works
The RFMAC category summary report uses dates to compare snapshots of RFMAC category distribution between two points in time. The system stores daily snapshots of RFMAC category counts for this report.
When you select dates, you are comparing two historical snapshots to see how your guest profile distribution has shifted:
Start date retrieves the RFMAC category snapshot recorded on that specific day, showing how many profiles were in each category.
End date retrieves the RFMAC category snapshot recorded on that specific day.
The report shows the difference between the two snapshots.
The dates do not filter reservations or activity within a time range. Instead, they retrieve stored snapshots to show how category distribution has changed.
For example : If you set start date is equal to January 1 and end date is equal to January 15, you will see:
Category 111 had 500 profiles on January 1, now has 520 on January 15 (+20).
Category 555 had 200 profiles on January 1, now has 180 on January 15 (-20).
Run the RFMAC category summary report
Follow the steps below to run the RFMAC category summary report.
From the left navigation menu, click Reports.
Click Profile and select RFMAC Category Summary.
Set the Start Date.
Set the End Date.
Apply optional filters:
Hotel or property – Filter by specific property.
Member Level – Filter by loyalty tier.
Click Run Report to generate results.
Optionally, click Export to download the report as CSV.
RFMAC category summary report output fields
The RFMAC category summary report includes the following information:
Category – RFMAC category identifier is a numeric code representing guest segment.
Start date profiles – Number of profiles in this category on the start date.
Start date percent profiles – Percentage of total profiles in this category on start date.
Start date profiles rate – Decimal rate of profiles on start date.
End date profiles – Number of profiles in this category on the end date.
End date percent profiles – Percentage of total profiles in this category on end date.
End date profiles rate – Decimal rate of profiles on end date.
Compare profiles – Difference in profile count between end and start dates.
Compare percent profiles – Difference in percentage between end and start dates.
Reservation analysis report
The reservation analysis report analyzes reservation data by different code types such as channel code, market code, rate code, or room type code to provide insights into booking patterns, revenue distribution, and data capture rates. This report includes both revenue analysis and data capture quality metrics.
When to use this report
Listed below are some of the common reasons to use the reservation analysis report.
Evaluate booking channel performance and revenue contribution.
Assess data capture quality across different booking sources.
Identify which channels or rate codes drive the most value.
Analyze market segment distribution and room type utilization.
Run the reservation analysis report
Follow the steps below to run the reservation analysis report.
From the left navigation menu, click Reports.
Click Profile and select Reservation Analysis.
Set the Begin Date and End Date for your reporting period.
Apply required filters:
Analysis Type – Select code type to analyze:
Channel code.
Market code.
Rate code.
Room type code.
Apply optional filters:
Hotel or property – Filter by specific property.
Sort column – Choose which field to sort results by.
Sort direction – Ascending or descending order.
Click Run Report to generate results.
Optionally, click Export to download the report as CSV.
Reservation analysis report output fields
Reservation analysis report includes the following information:
Revenue analysis section:
Source – The code value: channel, market, rate, or room type code.
Stay count – Number of stays for this code.
Nights – Total room nights.
ADR – Average Daily Rate.
Avg LOS – Average Length of Stay.
Revenue – Total revenue.
Revenue Percent – Percentage of total revenue.
Data capture analysis section:
Source – The code value.
Stay count – Number of stays.
Email count – Number of profiles with email captured.
Email percent – Percentage of profiles with email.
Address count – Number of profiles with address captured.
Address percent – Percentage of profiles with address.
City count – Number of profiles with city captured.
City percent – Percentage of profiles with city.
State count – Number of profiles with state/region captured.
State percent – Percentage of profiles with state.
Zip count – Number of profiles with zip/postal code captured.
Zip percent – Percentage of profiles with zip.
Country count – Number of profiles with country captured.
Country percent – Percentage of profiles with country.
Mobile count – Number of profiles with mobile number captured.
Mobile percent – Percentage of profiles with mobile.
Explicit versus implied consent report
The explicit versus implied consent report displays consent status counts for guest profiles, showing the breakdown between explicit and implied consent for both email and SMS marketing communications. This report helps ensure GDPR and privacy compliance.
When to use this report
Listed below are some of the common reasons to use the explicit versus implied consent report.
Verify compliance with marketing consent regulations.
Understand your contactable audience size.
Track consent changes over time.
Identify profiles requiring consent renewal.
Run the explicit versus implied consent report
Follow the steps below to run the explicit versus implied consent report.
From the left navigation menu, click Reports.
Click Profile and select Explicit vs Implied Consent.
Apply optional filters:
Hotel or property – Filter by specific property
Member level – Filter by loyalty tier
Click Run Report to generate results.
Optionally, click Export to download the report as CSV.
Explicit versus implied consent report output fields
The explicit versus implied consent report includes the following information:
Category – The consent category type.
Total – Count of profiles in this category.
Categories included:
Do Not Contact - Email.
Do Not Contact - SMS.
Contact - Email.
Contact - SMS.
Marketing explicit consent - Email.
Marketing explicit consent - SMS.
Marketing implied consent - Email.
Marketing implied consent - SMS.
Schedule profile reports
You can schedule any profile report to run automatically and deliver results to specified recipients. Each report supports specific filters and parameters when scheduling.
Schedule the arrival report
Follow the steps below to schedule the arrival report.
From the left navigation menu, click Reports.
Click Profile and select Arrival Report.
Configure report filters:
Begin date – Start date for the reporting period.
This is a required filter.
End date – End date for the reporting period.
This is a required filter.
Hotel or property – Filter by specific property.
This is an optional filter.
Member level – Filter by loyalty tier.
This is an optional filter.
Reservation status – Filter by reservation status.
This is an optional filter.
Sort column – Choose which field to sort results by.
This is an optional filter.
Sort direction – Ascending or descending order.
This is an optional filter.
Click Schedule Report.
Set the Time Zone for report execution.
Select the Frequency. Choose from daily, weekly or monthly.
Set the Start Date or Time for the first report execution.
Enter Recipient Emails. Separate multiple recipients with a comma.
Click Save to activate the scheduled report.
Schedule the top guests report
Follow the steps below to schedule the Top Guests Report.
From the left navigation menu, click Reports.
Click Profile and select Top Guests.
Configure report filters:
Begin Date – Start date for the reporting period.
This is a required filter.
End Date – End date for the reporting period.
This is a required filter.
Top Guests Type – Select ranking metric: Revenue, RoomNights, or Stays.
This is a required filter.
Hotel/Property – Filter by specific property.
This is an optional filter.
Member Level – Filter by loyalty tier.
This is an optional filter.
Number of Results – Limit the number of top guests displayed.
This is an optional filter.
Click Schedule Report.
Set the Time Zone for report execution.
Select the Frequency. Choose from daily, weekly or monthly.
Set the Start Date/Time for the first report execution.
Enter Recipient Emails. Separate multiple recipients with a comma.
Click Save to activate the scheduled report.
Schedule the RFMAC category summary report
Follow the steps below to schedule the RFMAC category summary report.
From the left navigation menu, click Reports.
Click Profile and select RFMAC Category Summary.
Configure report filters:
Start Date – Comparison baseline date.
This is a required filter.
End Date – Comparison end date.
This is a required filter.
Hotel/Property – Filter by specific property.
This is an optional filter.
Member Level – Filter by loyalty tier.
This is an optional filter.
Click Schedule Report.
Set the Time Zone for report execution.
Select the Frequency. Choose from daily, weekly or monthly.
Set the Start Date/Time for the first report execution.
Enter Recipient Emails. Separate multiple recipients with a comma.
Click Save to activate the scheduled report.
📌Note: When scheduling RFMAC category summary reports, the start date and end date will be relative to the execution date. For example, if you schedule a monthly report with start date equals first day of previous month and end date equals last day of previous month, the system will automatically adjust these dates for each execution.
Schedule the reservation analysis report
Follow the steps below to schedule the reservation analysis report.
From the left navigation menu, click Reports.
Click Profile and select Reservation Analysis.
Configure report filters:
Begin date – Start date for the reporting period.
This is a required filter.
End date – End date for the reporting period.
This is a required filter.
Analysis type – Select code type to analyze: Channel code, market code, rate code, or room type code.
This is a required filter.
Hotel or property – Filter by specific property.
This is an optional filter.
Sort column – Choose which field to sort results by.
This is an optional filter.
Sort direction – Ascending or descending order.
This is an optional filter.
Click Schedule Report.
Set the Time Zone for report execution.
Select the Frequency. Choose from daily, weekly or monthly.
Set the Start Date/Time for the first report execution.
Enter Recipient Emails. Separate multiple recipients with a comma.
Click Save to activate the scheduled report.
Schedule the explicit versus implied consent report
Follow the steps below to schedule the Explicit vs Implied Consent Report.
From the left navigation menu, click Reports.
Click Profile and select Explicit vs Implied Consent.
Configure report filters:
Hotel or property – Filter by specific property.
This is an optional filter.
Member Level – Filter by loyalty tier.
This is an optional filter.
Click Schedule Report.
Set the Time Zone for report execution.
Select the Frequency. Choose from daily, weekly or monthly.
Set the Start Date/Time for the first report execution.
Enter Recipient Emails. Separate multiple recipients with a comma.
Click Save to activate the scheduled report.
📌Note: The Explicit vs Implied Consent Report does not require date range filters, as it provides a current snapshot of consent status across all profiles.
Manage scheduled reports
All scheduled reports can be modified or deactivated at any time:
From the left navigation menu, click Reports.
Click Scheduled Reports to view all active schedules.
Select the report you want to modify.
Update filters, frequency, recipients, or execution time as needed.
Click Save to update the schedule, or click Deactivate to stop future executions.
📌Note: Permissions control user access to scheduled reports such as no access, read-only, or full access.
Frequently asked questions
What is the difference between on-screen and exported report data?
Exported reports may contain additional fields not displayed in the on-screen view. This provides more detailed data for analysis in Excel or other tools.
Can I filter reports by multiple properties?
Most reports support filtering by a single property at a time. To analyze multiple properties, run separate reports or export data for manual consolidation.
How do I use the RFMAC category summary for marketing?
RFMAC categories segment guests by behavior. Use high-value categories (high recency, frequency, and monetary scores) for VIP campaigns and lower-value categories for win-back campaigns.
Why do some reports show monetary values in cents?
Some exported data stores monetary values as cents in the database for example totalCharge stored as 10000 = $100.00. The on-screen report formats these correctly, but raw exports may require conversion.
Can I schedule reports to run automatically?
Yes, all Profile Reports support scheduling. Configure filters, set frequency and recipients, and the system will automatically generate and email reports on your schedule.
What does the reservation analysis data capture section show?
The data capture section shows what percentage of guests from each booking source have complete profile information (email, address, phone, etc.). This helps identify which channels provide better data quality.
How do scheduled report dates work for recurring reports?
For recurring scheduled reports, date ranges are relative to the execution date. For example, a weekly report scheduled with "Last 7 Days" will automatically adjust the date range for each execution.
What happens if a scheduled report has no data?
The system will still send the scheduled report email to recipients, but the report will indicate that no data was found for the specified filters and date range.