How to generate custom reports (article)

Susana Moleón Moya
Susana Moleón Moya
  • Updated

TourCMS provides a comprehensive list of reports, however, it's possible that you need to create a custom report with some specific interesting operational information for you. In that case, I'll suggest to create a report template and then generate this report every time you need it. Let's see how to do it.

Create a report template

This is the first step, you need to generate a template with all the fields you need to display in your report. So please head to Homepage-> Reports -> Report templates and create new report template and then click on EDIT in order to define the report structure.

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At this stage, you can select a different language for the report or keep the setup simple with your same account language. Next step is adding your first section.

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You can either choose between several section types, for our example, we'll choose "Customer summary".

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In the next screen, we'll be able to choose what columns we want to show in the report. In our case, I only chose Staff status, Booking ID and Booking name. Once you have ticked your columns, then please don't forget to Save changes.

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Now we have our report with our first section and you can continue adding more sections if you require. For our example, we'll add two more sections: one Booking summary to show the Booking status and one booking detail in order to show more sales details.

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Finally, I have my report according to my needs, so I Save changes. 

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Generate a custom report

As mentioned the highlighted text in the previous screenshot, to run this report you can go to Homepage> Bookings > Booking search, once you enter some search criteria this template will be visible at the base of the search results.

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