When you build a report in Planning → Report setup, PMI lets you decide who can see and run it.
The key setting is the owner / scope of the report.
1. Create the report as usual
- Go to PMI Planning → Report setup.
- Click New report (or open an existing draft).
- Design the layout, filters, and KPIs you need.
2. Set the report’s scope to the whole chain
At the bottom (or in the side panel, depending on version) you’ll find a field called Owner, For, or Hierarchy selector.
- Select the chain name – not a single property. This makes the template visible to every hotel that belongs to the chain.
If you leave the owner on a property, only that property will see the template.
3. Save & publish
- Click Save.
- Confirm the report now appears in the Report list for every property in the chain (they may need to refresh the page).
4. Tell each hotel how to use it
- Ask every property to open Planning → Reports, pick the new template, and run it for the month that just closed.
- They then click Submit / Lock (or whatever your normal version-submission button is).
- Head-office can collect all submissions with Approve several or by exporting the chain-level report.
That’s it: set the scope to Chain → save → each hotel can run and submit the same standard report every month.
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