Travel Agent Detail Report

The Travel Agent Detail Report is a report showing the commission information for stays associated with any/all specific travel agents during a specified date range. The information shows commission calculated by room or booking revenue, and may be based on arrival, departure or booking date. The report displays the travel agent name and any address details (entered on the Travel Agent Account screen, including a telephone number (entered in the Home Phone field) if desired), and the details of the stays associated with the travel agent (confirmation #, guest name, arrival and departure dates, number of nights of the stay, plus the room revenue, tax amount, booked amount and commission amount generated).

The Travel Agent Detail Report is available through the Travel Agent Menu, (which may be reached through the Files Menu).

 

 

 

 

The Files Menu may be reached from the Other section of the Full Menu.

 

Click Files => from the Other section of the Full Menu.

 

Click the icon on the left or the breadcrumb words on the top right for the Full menu.

Full Menu Icon

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

Full Menu Table

From the Other Section, select Files =>.

Other Section of the Full Menu Table with the option Files => selected

The Files Menu screen has two sections, Files List 1 and Files List 2.

Files Menu Screen

Select the Travel Agents => command in the Files List 1 section.

Files List 1 section of the Files Menu with the Travel Agents => command selected

The Travel Agent Menu has two sections, General and Reports.

Travel Agents Menu

 

The Travel Agent Detail Report command is in the Reports section.

Reports section of the Travel Agents Menu with the Travel Agent Detail Report command selected

 

When selected, the Travel Agent Detail Report screen will open.

Travel Agent Detair Report screen example

Report Options: Select from the available Report Options for the report.

Travel Agent: Use the drop-down menu to select the travel agent to report on. By default, -ALL- is selected. You can choose to leave it as ALL travel agents, or select one or more agents from the list to report on. Hold the CTRL key while selecting agent names to select multiple names from the list.

Calculate Commission: Using the radial buttons, select EITHER Room Revenue OR Book Revenue. By default, Room Revenue is selected.

Show Based on: Using the radial buttons, select ONE of Arrival Date, Departure Date or Booked Date. By default, Arrival date is selected.

 

Date Range: You must specify the Date Range for the report.

Starting Date: Use the drop-down menus or the calendar icon to select the Date you wish to have the reporting begin. By default the Date selected is today's Date.

Ending Date: Use the drop-down menus or the calendar icon to select the Date you wish to have the reporting end. By default the Date selected is tomorrow's Date.

 

When finished, click the orange button Print Report.

Travel Agent Detail Report example

The report shows the stays by confirmation number, guest name, arrival, departure, nights, room revenue, tax amount, total booked and room commission for each Travel agent selected, with the IATA # and Company Name and address shown at the top of each section of stays (in the gray field).

Note: For the phone number to be shown in this detail report, on the account screen it must be entered in the HOME PHONE field of the account screen. Any other phone number field entries (work, mobile, fax) will not be shown.

By default, the report is generated in PDF form and opens in a separate browser window. From there you can select to save or print the report, among other options.

NOTE: The generated report appears as a pop-up window through your browser. If your browser is set to block pop-ups, you may receive a warning banner at the top of the browser. Click this banner and select to allow pop-ups so that you can view the report.

 

Date Updated January 04, 2022