Portfolio analytics and exports

Portfolio

Open Insights → Performance → Portfolio Intelligence. It requires the Business Portfolio entitlement and an Owner, Admin or Manager role. It compares only active Properties the current user can access; with fewer than two, ELUNIA shows a limited-comparison notice. It never compares another Business, competitor or cross-tenant benchmark.

Portfolio offers From and To only. It uses completed Response records and Feedback Cases created in the inclusive Business-timezone window. Rating and NPS are hidden until at least five distinct Responses contain the relevant answer. Rating is the arithmetic mean of Rating answers; NPS uses the standard NPS formula. Rating trend is the current rating minus the immediately preceding equal-period rating, not a percentage.

Open/serious/overdue exposure is the current open backlog for accessible active Properties and is not date-bound. Resolution rate is current-period Resolved/Closed Cases ÷ current-period Cases. Top issue is the most frequent stored category in that Property’s current cohort. A dash means insufficient score data, no prior comparison, or no issue; zero is a calculated count/rate.

Exports

On Overview, Survey, Feedback or Communication Analytics, authorized Owners/Admins/Managers with the export entitlement see Export CSV and Export responses (.xlsx).

CSV exports the current report’s calculated sections and preserves its current date, Property, Survey, source and language query. It is a metric/dimension export, not a row-for-row evidence extract. Portfolio has no CSV control.

The XLSX action is a separate response-level export of all Survey Responses from all Properties the user can access. It does not preserve the current Analytics filters. Each answer becomes a row with response/submission context, a pseudonymous guest reference, Stay/Unit/Survey/language, saved question metadata, answer, numeric score and issue-status column. Formula-leading text is escaped. XLSX is available from the standard Analytics report header, not Portfolio.

Exports can contain guest-response and operational evidence. Store, share and delete them under hotel privacy policy and role controls.

Next: Analytics filters and scope or Survey responses.