How-To

How To: Run A Report

Once you have started booking travel and have data in your site, you may begin generating reports.

From the Company Tools box or yellow Reporting tab at the top of the homepage go to Reporting.

You will come to the main Reporting page, displaying a choice of functions: Run a new report; Download center; Manage reporting users; Help. Choose Run a new report.

Click on your desired category to expand the list of choices, then select your report. Below you see that we've selected the Service fee summary report from the Fees category. Mousing over a report name will reveal the data fields available in that report.

Select your filtering criteria - time range, start dates, and more. Available criteria options vary by report type.

Click Run Report to generate your report, selecting an output option.

If You Choose View Immediately After Report is Complete

You will go to a screen displaying your selected report. In this screen you may view and manipulate your data for initial analysis - quickly generate needed data points.

Click on a column heading to bring up a menu of options that let you sort, move, group and hide information.

You can sort data in ascending order, sort data in descending order, or group the report by a given field. Additional options allow you to Expand All or Collapse All to get a different view of the data, or to Reset the display to its original format.

Click on an individual itinerary link to view a specific itinerary:

Create as many views as you like - reporting data will always export in its original format. You can not save changes made on this screen.

If You Choose Save To Download Center

If you select Save to download center as your delivery option will pull up additional delivery options for you:

You will receive an e-mail (if you have elected to receive one) when your report is complete, or you may just check for it in the Download Center.

Click on your report to download it.

We recommended saving the file, then opening it within Microsoft Excel, as simply opening the file will often launch a Web browser Excel converter, in which you cannot perform the same functions as in the full program.

If you do not save the file to your computer as a Microsoft Excel file, simply launch the Excel application first and then open the file via the application to display the data in Excel format. Please note that your browser's security settings must enable file download for this feature to work.