1.   Client Locations Report
2.   Itineraries Per Agent Report
3.   Itineraries Per Country Report
4.   Itineraries Per Service Type Report
5.   Itineraries Per Source Report
6.   Itineraries Per User Report
7.   Itinerary Yield Report
8.   Supplier Purchases Report
9.   Supplier Rates Report
10. Tasks Outstanding Report

Additional > Reports Menu

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Client Locations Toolbar

Options button Options Button
Some reports have the option of filtering the information to be displayed by deselecting (unticking) the options you do not require in your report.
The filter options offered vary in each report.

Refresh button Refresh Icon
Refreshes the data and the report.

Email buttonEmail icon
Opens the Tourwriter report email popup window and allows the User to e-mail a PDF of the report.

Stop Rendering Icon  – Stop Rendering Icon allows you to stop a report uploading any further

Refresh Icon – The Refresh Icon allows you to update your existing view of the report to reflect any changes

Printer Icon – The Print Icon allows you to select your printer, the pages or page range and the number of copies

Print Layout Icon – The Print Layout Icon allows you to view the report as it will appear when printed

Page Setup Icon –  The Page Setup Icon allows you to select/set the following; the paper size you wish to print on, the orientation and the margins

Export Icon – The Export Icon offers the option to export the report to Word, Excel or as a PDF

1. Client Locations Report

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The Client Locations Report provides an at-a-glance view of where your clients physically are during a specific date range.

When you open this report the Default date range is a one month period starting from today’s date.

Use the Options button Options Icon to view the Report margins popup window (shown below). Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields), Itinerary status, and Booking status. To run the report click on the Run button (bottom right of the window).

The Client Locations Report is extremely useful in the event of a natural disaster, allowing you to quickly locate your clients, so that you can contact them and rebook Services if required.

2. Itineraries Per Agent Report

 

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The Itineraries Per Agent Report indicates how many Itineraries each agent has worked on. It also provides the gross amounts sold by each Agent, together with the yield amount and margin percentage for each Agent.

When you open this report the Default date range is a six month period, the end date being today’s date.

Use the Options buttonOptions Icon to view the Report margins popup window (shown below).

Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields) and Itinerary status. To run the report click on the Run button (bottom right of the window).

3. Itineraries Per Country Report

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The Itineraries Per Country Report shows which countries the itineraries booked take place in. The report specifies how many Itineraries have occurred in each country, the gross amounts of the Itineraries  together with the yield amount and margin percentage for each country.

When you open this report the Default date range is a six month period, the end date being today’s date.

Use the Options button Options Icon to view the Report margins popup window. Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields) and Itinerary status. To Run the report click on the Run button (bottom right of the window).

4. Itineraries Per Service Type Report

The Itineraries Per Service Type Report provides a visual overview  (i.e. Pie graph) of the makeup and quantities of business your company is booking by Service Type.

For each Service Type you are also provided with totals for bookings, Gross sales, Yield and Margin percentage.

NOTE – Service Types are customisable and are loaded in the Setup Tab of Tourwriter (Tools > Setup > Data Setup > Service configs).

When you open this report the Default date range is a six month period, the end date being today’s date.

Use the Options button Options Icon to view the Report margins popup window. Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields) and Itinerary status. To run the report click on the Run button (bottom right of the window).

5. Itineraries Per Source Report

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The Itineraries Per Source Report provides details of where the booking arose from i.e. the ‘source’ of the booking.

For each Source the Report provides you with the  total number of Itineraries sold, the Gross sales total, the Yield total and the Margin percentage, together with the overall totals, for each of these, for the period you have filtered for.

This report is useful in identifying where bookings arise from (e.g. a repeat client, a referral or an agent), which is usually extremely useful for sales and marketing..

NOTE – Types of Sources are customisable and are loaded in the Setup Tab of Tourwriter (Tools > Setup > General Lists > Itinerary Source).

When you open this report the Default date range is a six month period, the end date being today’s date.

Use the Options button Options Icon to view the Report margins popup window. Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields) and Itinerary status. To run the report click on the Run button (bottom right of the window).

6. Itineraries Per User Report

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The Itineraries Per User Report details the number of Itineraries generated by each Tourwriter User, within your business. It also calculates the Gross and Yield amounts together with the Margin percentage for  Users both individually and collectively.

When you open this report the Default date range is a six month period, the end date being today’s date.

Use the Options button Options Icon to view the Report margins popup window..

Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields) and Itinerary status. To run the report click on the Run button (bottom right of the window).

By running regular reports you can use the Itinerary Status filter option to keep a track of how Itineraries created by each User are progressing e.g. How many have advanced from Quotation to Confirmed – Awaiting Deposit or Confirmed – Finalised.

7. Itinerary Yield Report

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The Itinerary Yield Report displays the total Yield generated by each Itinerary. This Report provides a simple and effective way of seeing how much yield a specific User has generated within a selected time period.

When you open this report the Default date range is a one month period, the end date being today’s date.

Use the Options button Options Icon to view the Report margins popup window (shown below).

Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields), Itinerary status, who the Itinerary has been Assigned to, the Branch and the Department (make sure you expand the window so that you can view all of the filter Options). To run the report click on the Run button (bottom right of the window).

8. Supplier Purchases Report

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The Supplier Purchases Report displays exactly which Services have been purchased from a specific Supplier, and indicates which Itinerary they were purchased for. This report provides both gross and net total sales for each Supplier, so it is easy to identify exactly how much yield your business is making from the margins established with a specific Supplier.

When you open this report the Default date range is a one month period, the end date being today’s date.

Use the Options button Options Icon to view the Report margins popup window (shown below).

Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields), Itinerary status and Booking status. To run the report click on the Run button (bottom right of the window).

9. Suppler Rates Report

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The Supplier Rates Report enables you to see the gross rates you have loaded for every Supplier over a specified date period. It also provides details of the date period the rates are valid for. Use the arrows on the toolbar to view a different page or the next / previous page.

When you open this report the Default date range is a one month period, the end date being today’s date.

Use the Options button Options Icon to view the Report margins popup window (shown below).

Here you can filter the information presented by this report. Information on this report can only be filtered by date range (i.e. Start date and End date fields). To run the report click on the Run button (bottom right of the window).

10. Tasks Outstanding Report

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The information in this report comes from the Tasks workspace in each Itinerary and shows details of the tasks that are Outstanding for each User / Consultant. This is useful for self management and / or company management.

When you open this report the Default date range is a one day period (i.e. today’s date).

Use the Options button Options Icon to view the Report margins popup window (shown below).

Here you can filter the information presented by this report. Information can be filtered by date range (i.e. Start date and End date fields), who the Itinerary has been Assigned to and the Itinerary status. To run the report click on the Run button (bottom right of the window).