Booking Source Report

• To run a report for bookings affiliates have made
• To run a report for online bookings
• To run a report for direct bookings
• To run a report on cancelled or uncancelled bookings
• To run a report to check bookings made through an ASN

Reports can be run on your or your affiliate’s Dashboard. As with regular reports, you and your affiliate have the option to save Booking Source reports.

To run a Booking Source report:

1. Click the Reports tab at the top of your Dashboard.
2. Click Bookings > Booking Source.
3. Select Advanced to view more custom reporting options.
4. Select a date range in the first dropdown in the left-hand column. In the example below, Last month is selected by default.
5. Select Availability Date (the date of tour), Booking Date (the date the booking was created) or Original booking date (the original date of the booking) in the Report on: column.

6. Select either Bookings for you (reporting on your company bookings) or Bookings for partners (bookings you made for other companies).

7. Uncheck ALL Partners / Bookings for Partners in order to filter by a specific tour operator

   

In the next column:

1. To include or exclude the cancelled status, click the pencil icon, select or deselect the appropriate filters, and click Save.
2. Click the green + Add Filter to filter the report by a specific affiliate(s), price/invoice sheet, custom field/type, crew member, etc. Only one filter can be added at a time.

3. Select the desired affiliate(s), then click Save to save your settings.

4. Select the desired grouping options under the Group by column heading.

5. Select the type of report (Summary or Detailed) under the Columns heading, as well as the Booking columns you want to include in the report.
6. Click Generate in the top-right corner to generate the report.

Example:

Tips and Tricks when running a booking source report