Can I see a report of how much business I did last month without exporting everything into a spreadsheet?
General QuestionsCan I see a report of how much business I did last month without exporting everything into a spreadsheet?
Can I see a report of how much business I did last month without exporting everything into a spreadsheet?
Yes, travel agency software normally includes built in reports so you can see your sales for a period without pulling the raw data out first. The usual set covers bookings made in a date range, sales broken down by product type such as flights or hotels, your gross sales against your own margin, cancellations and refunds, and a breakdown by staff member or by branch if you run more than one. You pick the dates on screen and the figures come back, so for day to day checking you do not need a spreadsheet at all.
What you can report on depends on what the software holds. Anything booked through your portal or entered manually by your staff will appear. If part of your business is arranged outside the system and never recorded there, it will not show up in the totals, so the reports are only as complete as your team's habits. Reports also reflect the booking status at the time you run them, so a trip that is later cancelled will change the numbers when you run the same report again.
A fair point to be honest about is that reporting depth varies by plan, and the exact reports available differ from one setup to another. Custom reports, scheduled reports sent to you automatically, or a dashboard built around figures specific to your business are usually possible but may need to be set up for you rather than being there on day one. Export to a spreadsheet stays available for the times you want to slice the data your own way or hand it to your accountant.
If you have particular numbers you look at every month, write them down and ask us to confirm which of them the standard reports already cover on your plan and which would need configuring.
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