📊 Trip CRM & Reports
Flexible Reports for Travelers, Tasks, and Add-ons
To access Trip-Level reports:
- Go to your Trip Dashboard
- Open your Trip
- Navigate to Trip Menu → Trip CRM & Reports
From here, you can generate two powerful report types:
1. One Row Per Person
Best for analyzing individual travelers.
Includes:
- Traveler details
- Task responses
- Add-on selections
Use this when you want a detailed, per-person view of your trip data.
👉 Learn more: How-to: Pull a Report That Includes Tasks & Add-ons
2. One Row Per Invitation Group
Best for group-level insights (e.g. families, schools, or organizations).
Includes:
- Group-level information
- Invoice summaries
- Payment breakdowns
Use this for:
- Rooming lists
- Group billing
- School or organization-based travel
👉 Learn more: How-to: Pull a Report By Invitation Group Or a Rooming List
💳 Trip Payments Report
Track Payments for a Specific Trip
Need to see all payments for a trip?
Go to:
Trip Menu → Manage Payments → Payments
The Trip Payments Report shows:
- Payments received
- Payment dates
- Refunds
- Traveler balances
Exporting Payment Data
You can:
- Select specific travelers or payments
- Click Export Selected
- Download as CSV or Excel
👉 Learn more: How-to: Pull a Payment Excel or .CSV For Your YouLi Trip
⚡ Save Time with Configured Reports
Tired of customizing reports every time?
You can request a Configured Report, which:
- Applies your preferred format automatically
- Works across all trips
- Saves time on repeated exports
👉 Contact us to set this up.
Which Report Should You Use?
| Use Case | Recommended Report |
|---|---|
| See all traveler info + tasks | One Row Per Person |
| View group bookings or rooming | One Row Per Invitation Group |
| Analyze payments | Trip Payments Report |
| Standardized recurring exports | Configured Report |
| Reporting on all trips | Global Reports |
If you're unsure which report fits your needs, reach out to Support — we’re happy to guide you.