How to create a chain-level report in Planning

Hamburg-based RIMC Hotels & Resorts implements d2o's Productivity Management tool PMI in 16 of its hotels

Written by Geson Perry

May 23, 2025

May 23, 2025

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

  1. Go to PMI Planning → Report setup.
  2. Click New report (or open an existing draft).
  3. 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

  1. Click Save.
  2. 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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