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Reports
Reports show how your business is doing: money collected, bookings, conversion and what's still owed, compared with the period before. Use them to spot your best tours and channels, and export everything to CSV for your accountant.
Where to find it
Console › Reports
Choose a period
Pick 7 days, 30 days, 90 days, This year or Custom (enter From and to dates and choose Apply). Every figure is compared with the period before of the same length. Amounts are in your main currency.
Key figures
| Figure | What it measures |
|---|---|
| Money collected | Payments received in the period, net of refunds |
| Bookings | Bookings made in the period |
| Travellers | Travellers on bookings made |
| Average booking | Average booking value, and the total booked |
| Checkout conversion | Online checkouts that were paid |
| Booked ahead (median) | Typical time from booking to departure |
| Cancellations | Cancelled bookings in the period |
| Balances to collect | Money still owed, across all dates |
A chart shows Money collected per day or Bookings per day, with the period before for comparison, and your best day.
Breakdowns
| Table | Shows |
|---|---|
| By tour | Bookings, travellers and revenue per tour |
| By channel | Your website, added by staff, and other channels |
| By payment status | Paid in full, deposit or part paid, not paid yet, with what's still due |
| Add-ons sold | Quantity, collected and refunded per add-on (with the Add-ons & extras plugin) |
Bookings in other currencies are listed separately ("Also booked in other currencies"), never converted.
Export to CSV
Choose Export CSV to download every booking made in the selected period, one row per booking:
Reference, Booked at, Status, Channel, Customer, Email, Phone, Travellers, Departure, Currency, Total, Promo code.
For an export of a filtered list (for example one tour, or upcoming trips only), use Export on the Bookings list.
Dashboard
For a day-to-day view, the Dashboard shows what needs attention: overdue balances, payments to check, new enquiries, reviews to approve and upcoming departures.
Who can see reports
Anyone who can view bookings: owners, admins, sales agents and guides, plus access groups that include bookings.