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15Jan

Custom Reports: OTMS Accounts Comps

Katie Tutt | 15 Jan, 2025 |

The OTMS Enterprise Reporting Module provides customers with a foundation for endless possibilities of custom reporting with Simphony. While many reports are available with the base model of the interface we can expand upon the capabilities to provide our customers with a wider variety of reporting options. We recently created a few new reports using the module for a customer to get a better look at their OTMS Accounts transactions on Simphony. 

These reports can be generated in multiple output formats, PDF and Excel being two of the most commonly used options.  The Excel output files can be linked to other internal Excel spreadsheets saving on manual data entry.

This comp summary detail report breaks down the transactions by employee account. The data shows the total comps for each employee in addition to a breakdown of what types of items were comped whether that be food, beverage, retail, etc. This data is frequently used by accounting departments to provide comp cost credits to the relevant departments, i.e. food cost, beverage cost, etc.

COMP SUMMARY REPORT

This comp expense detail report breaks down each OTMS Accounts transaction. The report includes information such as cashier name, account name, date, revenue center, and comp amount. This can be useful to be able to quickly locate a specific transaction.

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The comp expense summary by department can be used to easily compare which department is spending the most on comps, track any budget impact of unusual comp usage and allow for an easy way to generate department specific reports for additional usage.

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The comp expense summary by RVC reports the amount that has been comped at each revenue center within your property. These reports are useful for accounting to create journal entries for the P&L statements for each revenue center.

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When generating these reports you can select your parameters to narrow down what data you are viewing. 

If you are in need of house account reports such as those shown above, or any other type of custom reporting, reach out to sales@onthemarksolutions.net for more information. 

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