Transaction Year-to-Year Report

The Transaction Year to Year report compares household transaction metrics from a specified time period to that same time period beginning one year prior. Results are grouped by guest trait (e.g. City, Country, Metropolitan Statistical Area) to further analyze the spending trends of a particular segment.

Note: This report prioritizes the previous year's numbers; therefore, the report list shows only categories of transactions made during the previous year. If there is a category having transactions made during the selected year but not during the previous year, that amount is included in the overall transaction and spend totals but is not shown in the itemized list.

  1. Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
  2. From the Reports menu, click Event. The Event menu expands.
  3. From the Event menu, click Transaction Year to Year.

    The Report Viewer – Transaction Year to Year screen appears.

  4. Use the filter fields to determine the dashboard parameters for data display:
    1. In the Start Date and End Date fields, select the date range for the data set.
    2. In the Include Guest Type and Exclude Guest Type filter fields, select the guest types to include in the data set. By default, all guest types are included and no guest types are excluded.

      Note: Guest Type filters work in tandem. Guests may be assigned to more than one guest type. To explicitly remove a guest type from the data set, use the Exclude Guest Type filter.

    3. In the Group By filter, select how you want the data sorted within the report. Group By options include (but are not limited to): MSA (Metropolitan Statistical Area), State, Season, Product LOB, or Event Type. By default, MSA is selected.
    4. In the # of Rows Returned field, select whether the report should display the top 15 results or all results. By default, 15 is selected.
  5. To generate the report, click Retrieve Report.

    The Transaction Year to Year report appears.

  6. To export the report, click the Excel, PDF, or CSV button and then download and open the file.

    Note: If the file opens in a read-only format, enable editing to use the file.

  • Households – Number of households who completed a transaction
  • % Total HH – Percentage of total households who completed a transaction
  • Transactions – Number of transactions completed
  • % Total Trans – Percentage of total transactions completed
  • Spend – Total dollar amount spent per guest trait
  • Avg Spend HH – Average dollar amount spent per household

The Include and Exclude Guest Type filters determine which guest types will be included in the data set. While they work in tandem, each filter qualifies the data differently. To explicitly remove a guest type from the data set, use the Exclude Guest Type filter.

Guests can be assigned to multiple guest types. The following example illustrates how different usage of the Include and Exclude Guest Types filters will affect the data set. Ten guests are assigned to between one and four different guest types.

Guest Types
Record 1 2 3 4
Guest 1 Winter Summer Local  
Guest 2 Family Winter Summer  
Guest 3 Family Local Summer  
Guest 4 VIP      
Guest 5 Employee Winter Summer  
Guest 6 Family VIP Winter  
Guest 7 Winter Family Local Summer
Guest 8 VIP Local Winter  
Guest 9 Family Local Summer  
Guest 10 Employee Summer    
  • Example 1 – Deselect VIP from the Include Guest Type filter and select None from the Exclude Guest Type filter.
    • Guest 4 will not be counted in the data set.
    • Guests 6 and 8 will be counted because Guests 6 and 8 are also assigned to guest types that are included in the data set (the other guest types are selected within the Include Guest Types filter).
  • Example 2 – Select All from the Include Guest Type filter and VIP from the Exclude Guest Type filter.
    • Guests 4, 6, and 8 will not be counted in the data set because all guests assigned to the VIP guest type have been excluded from the data set regardless of the other assigned guest types.