{"id":"platform.reporting-reconciliation","app":"platform","title":"Compare hotel, campaign and workload results","summary":"Define comparable periods and status rules before reconciling booking, reporting and task metrics.","url":"https://www.simultem-apps.com/wiki/platform#reporting-reconciliation","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/platform.reporting-reconciliation","resourceUri":"wiki://platform/reporting-reconciliation","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["campaign attribution","promotion results","workload","cancellations","amendments","date basis","revenue"],"sections":[{"title":"Define the comparison","steps":["Choose the hotel set, campaign identifiers and date basis: booking creation, stay dates, payment dates or task due dates measure different populations.","In IBE Booking Reports, the reservation query uses the IBE channel and creation-date range. Its reservation metrics do not explicitly exclude canceled reservations; check current source status and amendments.","In Tasks, trends use task due dates and current completion state. Status/assignee/role totals do not include an automatic promotion-attribution dimension.","In Data, inspect the account’s actual report page and measure definitions, property/date filters, relevant table updates and completed report refresh. Deployed measures vary by account."],"notes":[]},{"title":"Reconcile changes and limits","steps":["Use an explicit campaign-to-reservation linkage if attributing bookings to an offer, and a defined task linkage if measuring related workload. Separate comparable totals do not prove causal incremental business or work.","Recheck cancellations and amendments against current source records or a reporting measure with a documented restatement policy. Do not assume booking-created events are reversed automatically.","Record the refresh/as-of point, date basis, status treatment and currency used for each comparison.","For Excel analysis, Data exports are account-wide; apply the relevant property columns after downloading. Generated at is workbook creation time rather than a data-freshness watermark."],"notes":[]}],"text":"# Shared guides: Compare hotel, campaign and workload results\n\nDefine comparable periods and status rules before reconciling booking, reporting and task metrics.\n\n## Define the comparison\n\n1. Choose the hotel set, campaign identifiers and date basis: booking creation, stay dates, payment dates or task due dates measure different populations.\n\n2. In IBE Booking Reports, the reservation query uses the IBE channel and creation-date range. Its reservation metrics do not explicitly exclude canceled reservations; check current source status and amendments.\n\n3. In Tasks, trends use task due dates and current completion state. Status/assignee/role totals do not include an automatic promotion-attribution dimension.\n\n4. In Data, inspect the account’s actual report page and measure definitions, property/date filters, relevant table updates and completed report refresh. Deployed measures vary by account.\n\n## Reconcile changes and limits\n\n1. Use an explicit campaign-to-reservation linkage if attributing bookings to an offer, and a defined task linkage if measuring related workload. Separate comparable totals do not prove causal incremental business or work.\n\n2. Recheck cancellations and amendments against current source records or a reporting measure with a documented restatement policy. Do not assume booking-created events are reversed automatically.\n\n3. Record the refresh/as-of point, date basis, status treatment and currency used for each comparison.\n\n4. For Excel analysis, Data exports are account-wide; apply the relevant property columns after downloading. Generated at is workbook creation time rather than a data-freshness watermark.","related":[{"id":"bulk.promotions","app":"bulk","title":"Create and maintain Bulk promotions","summary":"Build promotional offers using profiles, promo codes, rate plans, discounts and optional email.","url":"https://www.simultem-apps.com/wiki/bulk#promotions","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/bulk.promotions","resourceUri":"wiki://bulk/promotions","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"ibe.reporting-and-tracking","app":"ibe","title":"Booking reports and host-page conversion tracking","summary":"Inspect funnel behavior and integrate booking-completed events with the host site.","url":"https://www.simultem-apps.com/wiki/ibe#reporting-and-tracking","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/ibe.reporting-and-tracking","resourceUri":"wiki://ibe/reporting-and-tracking","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"data.reports","app":"data","title":"Use the embedded Power BI report","summary":"Navigate report pages and check filters and freshness before comparing results.","url":"https://www.simultem-apps.com/wiki/data#reports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.reports","resourceUri":"wiki://data/reports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"data.excel-exports","app":"data","title":"Choose an Excel export package","summary":"Export a bounded slice of reporting data with the appropriate sheets and date range.","url":"https://www.simultem-apps.com/wiki/data#excel-exports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.excel-exports","resourceUri":"wiki://data/excel-exports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.reports","app":"tasks","title":"Reports, heat maps and exports","summary":"Inspect workload and coverage and export the filtered task list.","url":"https://www.simultem-apps.com/wiki/tasks#reports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.reports","resourceUri":"wiki://tasks/reports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}