Line Item Pivot reports are useful for vacation rental business owners who need to quickly analyze large sets of financial data. They can help identify trends and patterns that may not be immediately apparent from looking at individual bookings or calendar data. By providing a clear visual representation of your OwnerRez financial data, Line Item Pivot reports can also help communicate financial information and trends to your stakeholders. Users can sort and/or filter the data by different criteria, such as by specific time periods, listing sites, booking criteria, and more.
To create a Line Item Pivot report, navigate to Reports > Detail Reports > Line Item Pivot.
Ownerrez users can create their report Line Item Pivot by selecting the fields to include from the following.
- Which properties
- Time period
- Which listing sites from the drop-down list/filter
- Filter by the following stay dates options.
- Any stay during period
- Use arrival date
- Use departure date
- Use booked date
- Include
- Pending bookings (default)
- canceled bookings
- Host fees (default)
- Merge similar charges (default): groups charges by keyword into the same column and treats any surcharge, such as "cleaning" in its name, as a single column.
- Group by (e.g., None (default), Listing Site, Month, Owner, Property, Property Status (Active/Disabled), Quarter, Week, Year)
- Selecting None will provide a complete summary
- Selecting other groupings produces "mini reports" for each group with a Grand Total summary displayed at the top.
Click on Run Report.
The Line Item Pivot Report will be previewed below, with a summary of the records displayed.
Users can choose to Print or Export (and save) the completed Line Item Pivot Report. See the Line Item Pivot Report PDF Example.