Reports generated from this module are generally related to sales, revenue and deadlines; and are compiled in much the same way. Scripts attached to many of the icons will initially ask if you want the report to include all of the tours for the year, make a specific selection, or report on only the tour, the record of which you are in.
Tour Status and Tour List:
Compiles a report of all tours that are currently set to active. Filters can be changed on the dialogue box that appears after clicking this button. You may also note the various delivery options such as printing and emailing.
Generates a report of ALL tours, similar to the Tour List view. This report lists the locations of each tour, their tour code, group leader, the number of packages within the tour, departure & cancel by dates, how many seats are available, and how many seats are sold.
Sales Summary: Similar to the Tour Status and Tour List but including some financial information.
A report for all sales metrics, including the tour name, tour code, how many spots are avilable, how many have been sold, payments and what is still due, the tour gross amount, and the status of each tour.
Guide Assignments: A summary of guides and their assigned tours, destinations, etc.
This report will show you all of the group leaders in a specific tour and the members of each group. This report will also include the tour name and group name for clarity.
“Next 7 Days” Reports: These reports compile considering “today’s date” relative to the dates entered on the Deadlines Screen.
Profit/Loss with A/P Update; Profit/Loss by Destination and Profit/Loss by Salesperson: These reports are all essentially the same but are sorted or grouped in different ways. The first is best used to get a “big picture” look at all tours during the first quarter, by example. The second will group and present totals based on the Destination. The last will group by salesperson (and is dependent on the Client record associated with the Tour record having a Salesperson assigned to it).
A profit and loss summary, categorized by travel destination.
A profit and loss summary, categorized by salesperson.
Custom P/L with Vendor Info: A customized report of profit and loss with information classified by vendor.
Details on other reports to be added soon.
If you have any questions that are not answered here Contact TourTools Support for assistance.
Feedback
Post your comment on this topic.