Ring Central Quarterly Tripstax Instructions

Ring Central Quarterly Tripstax Instructions

Responsible Parties: Ed/Markita

Purpose: Provide Quarterly Air Alliance and Hotel Partnership reports for Ring Central to Jessica Lemon (Global AM) and Steve Glick (Director Account Management D).

Run RC Tripstax reports to populate RC Quarterly Templates

Run the Tripstax Reports:

Tripstax Reports:

From Tripstax: Folder > Public Folders > Direct Travel - UAT > Custom Report:

• Ring Central Air Top N Airlines
• Ring Central Marriot Hotel Activity
• Ring Central Hotel by Parent and Chain

1. From the report page, click Queryto add filters:
   1. Enter Start Date, End Date, Global Account Name
   2. Remove ‘@FILL IN@’ from Account Code/Name
2. Click Run, Download, Export

Ring Central Quarterly Templates:

• Ring Central Hotel By Parent Brand (Q# YYYY)
• Ring Central Hotel Summary By Metropolitan Area (Q# YYYY)
• Ring Central Hotel Summary Marriott (Q# YYYY)
• Ring Central Validating Carriers by Alliance (Q# YYYY)

Prepare Quarterly Reports:

1. Ring Central Air Top N Airlines Tripstax Report

1. Copy/Paste data into an empty sheet, then delete column B (empty column)
2. Review Airline Alliance Name (column A) field and update any blankfields.
   1. Make note of updates for Tripstax to update their table.
3. Copy/Paste updated data into the Report Data tab of the Ring Central Validating Carriers by Alliance Template (format as needed)
4. On the Summary tab, click PivotTable Analyze and Change Data Sources to ensure the pivot is capturing the correct data range. Adjust as needed.
5. Update Details tab with quarterly date range.
6. Save to complete

1. Ring Central Marriott Hotel Activity Tripstax Report

1. Calculate Rate:
   1. Convert columns R – U to Number fields (adjusting for decimals)
   2. Calculate Rate in column U = Total Cost/Nights = fx (=T2/R2). Drag down.
   3. Copy/Re-paste column U in Values(V) to convert column U back to numbers for pivot
   4. Check for #DIV/0! Value in column U and update to 0.00
2. Copy/Paste data into the Report Data tab of the Ring Central Hotel Summary Marriott Template
3. On the Summary tab, click PivotTable Analyze and Change Data Sources to ensure the pivot is capturing the correct data range. Adjust as needed.
4. Update date range in 1A.
5. Save to complete

1. Ring Central Hotel by Parent and Chain Tripstax Report

1. Copy/Paste data into an empty sheet
2. Calculate Rate:
   1. Convert columns S – V to Number fields (adjusting for decimals)
   2. Calculate Rate in column V = Total Cost/Nights = fx (-U2/S2). Drag down.
   3. Copy/Re-paste column V in Values(v) to convert column V back to numbers for pivot
   4. Check for #DIV/0! Value in column U and update to 0.00
3. Update the blanks in Hotel Parent Chain Name and Hotel Chain Name.
   1. Make note of updates for Tripstax to update their table.

Ring Central Hotel by Parent Brand Template

1. Copy/Paste updated data into the Report Data tab on the Ring Central Hotel by Parent Brand Template
2. On the Summary tab, click PivotTable Analyze and Change Data Sources to ensure the pivot is capturing the correct data range. Adjust as needed.
3. Update Dates on the Summary. Save to complete.

Ring Central Hotel Summary by Metropolitan Area Template

1. Copy/Paste data into Ring Central Hotel Summary by Metropolitan Area Template
2. Update Dates on the Summary. Save to complete.

Send Quarterly reports to: Jessica Lemon and Steve Glick

Resolve ticket: Issue – Reporting: Reporting Special Project

Tripstax Follow up Items (as of 4/14/26)

• Send Updates to Nadine to open Tripstax ticket for:
  1. Alliance Airlines Updates
  2. Parent Chain Updates/Chain Name Updates
  3. All STARWOOD Parent Chains should be MARRIOTT
  4. Request Rate field be added to:
     • Ring Central Marriot Hotel Activity – Rate in column U (to replace Approved by)
     • Ring Central Hotel by Parent and Chain – Rate in column V (to replace Approved by)