# Reports

> Revenue, occupancy, upsell capture and operational reliability — as owner-ready summaries and as CSV.

Source: https://docs.santara.ai/money/reports/

Reports answer "how did we do", for you and for the people you answer to.

## What revenue means here

**Revenue is net payout** — what the channel actually pays you, after commission. It is labelled on
screen wherever it appears.

Three figures are stored separately for every stay, because they are genuinely different numbers:

- **Gross** — what the guest paid.
- **Room revenue** — the accommodation portion, excluding fees.
- **Payout** — what reaches you.

A report tells you which one it is using. If you are reconciling against a bank statement, payout
is the one that matches.

## The snapshot

A compact readout of what changed in the period, what is recoverable, and where operations need
attention. It is written to be forwarded to an owner without editing.

## The report library

Downloadable CSVs generated from live data:

| Report | What it answers |
| --- | --- |
| **Portfolio recap** | The week in one pass, for owners and operators |
| **Upsell performance** | Open, missed and accepted offers; strongest offer types by property |
| **Operational reliability** | Turnover risk, confirmation gaps, cleaner follow-up, blockers |
| **Guest experience** | Alerts, priority threads, complaint signals, recommended follow-ups |

CSVs are generated from the latest reservation, cleaning, guest and upsell data at the moment you
download them — not from a nightly snapshot.

## Scheduled reports

Recurring reports can be kept ready for owners, cleaners and revenue review, so a weekly owner
email does not have to be rebuilt by hand every Monday.

## Breakdowns

Within any window you can break revenue, upsell value and risk down **per room**, and compare a
room's occupancy against what it earns per night — which is how underpriced and underfilled rooms
separate themselves. A room that is always full and cheap and a room that is empty and expensive
look identical in a revenue total and completely different here.

## Occupancy, ADR, RevPAN

- **Occupancy** — nights sold ÷ nights available.
- **ADR** — revenue ÷ nights sold.
- **RevPAN** — revenue ÷ every night you had to sell.

Judge [pricing](/money/pricing/) on RevPAN. It is the only one of the three that cannot be improved
by making the other worse.

## The other side of the books

Reports is what came **in**. What went **out** — cleaning, maintenance, utilities, owner
statements — is [Accounting](/money/accounting/). They are meant to be read in the same sitting.