Can I pull a report of all the bookings my agency made last month so I can check my sales?

Yes, you can pull a report of the bookings your agency made over a chosen period, and most agencies use this as their main way of checking how sales are going. The booking records held in your portal cover what was booked, which staff member or customer made the booking, which supplier it came from and what the customer paid, so a report by date range gives you a view of the month without you having to keep a separate spreadsheet.

How much detail you get will depend on your plan and on how your portal has been set up for you. Reports can usually be filtered by travel product, by staff member, by sales channel and by booking status, so you can look at only confirmed bookings, or keep flights and hotels separate. Most setups also let you export the report so you or your accountant can work with it in a spreadsheet.

One honest limit is that a report can only show what the supplier has sent back to the portal. If an airline or a hotel supplier processes a change, a cancellation or a refund outside your portal, that update may not appear in your totals until the booking is reconciled, and some suppliers confirm refunds much later than others. Because of that, agencies normally treat the portal report as their working sales record and still check it against supplier statements before they close the month.

It helps to decide first which figures you actually want to see each month, then ask our team to confirm which of those your current plan already reports on.