--- title: "How-to: Download a Report That Includes Tasks, Itinerary Add-ons, or Booking Add-ons" description: Learn how to export and download reports from MANAGE PEOPLE that include all Task and Add-on responses for your travelers. Reports can be aggregated by person or by Invitation Group for a comprehensive view. --- [Skip to content](https://support.youli.io/360002390995-how-to-pull-a-report-that-includes-tasks-add-ons#main-content) [Open Ticket](https://support.youli.io/kb-tickets/new?hsLang=en) [Customer portal](https://support.youli.io/feature-request-tickets-view?hsLang=en) [![YouLi Support](https://support.youli.io/hs-fs/hubfs/Logo%20White.png?width=100&height=75&name=Logo%20White.png)](https://support.youli.io/?hsLang=en) - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) Open main navigation Close main navigation - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) - [Open Ticket](https://support.youli.io/kb-tickets/new) - [Customer portal](https://support.youli.io/feature-request-tickets-view) - [Open Ticket](https://support.youli.io/kb-tickets/new) [Open Ticket](https://support.youli.io/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.youli.io/?hsLang=en) 2. [Reporting](https://support.youli.io/reporting?hsLang=en) # How-to: Download a Report That Includes Tasks, Itinerary Add-ons, or Booking Add-ons ## Learn how to export and download reports from TRIP CRM that include all Task and Add-on responses for your travelers. Reports can be aggregated by person or by Invitation Group for a comprehensive view. ### Filter Your View by Traveler Registration Status - Under **TRIP CRM**, you'll see filtering options in a dropdown menu. One of these may say, **"All People (#)"**. - Click on the dropdown to filter by **Registration Status**. ### ![](https://support.youli.io/hubfs/Screenshot%202022-12-29%20at%203-23-56%20pm-png.png) **TIP:** Learn more about [Registration Statuses and what they mean.](https://support.youli.io/360001374155-traveler-status-understanding-registered-vs-booked-?hsLang=en) ### Export a Report in .CSV Format 1\. Go to **TRIP CRM & REPORTS  \> TRIP CRM** and checkbox the travelers you want to include (select all or specific ones). Click **EXPORT**. ![](https://support.youli.io/hs-fs/hubfs/Screenshot%202026-02-13%20at%2011-24-55%E2%80%AFam-png-2.png?width=2056&height=1312&name=Screenshot%202026-02-13%20at%2011-24-55%E2%80%AFam-png-2.png) 2\. Choose the information you want to include in your report. ![](https://support.youli.io/hs-fs/hubfs/Screenshot%202022-12-29%20at%203-27-19%20pm-png.png?width=542&height=274&name=Screenshot%202022-12-29%20at%203-27-19%20pm-png.png) **NOTE:** the first option of "tasks and add-ons" refer to the [Itinerary Add-on's](https://support.youli.io/360001123736-itinerary-highlights-optional-items-add-ons-to-the-invoice?hsLang=en). If you have [Booking Add-On's,](https://support.youli.io/how-to-add-travel-insurance-options-required-at-booking-checkout-flow-only?hsLang=en) be sure to select the relevant option during the export. ![](https://support.youli.io/hs-fs/hubfs/undefined-Nov-22-2024-12-22-11-5276-AM.png?width=670&height=462&name=undefined-Nov-22-2024-12-22-11-5276-AM.png) ### Report Fields: What’s Included? The report generates one row per traveler and includes the following fields: #### **Traveler Details** - Full Name - Reference Code - Invitation Group - Email - Phone Number - Planner Notes - Magic Link - Mini Bio - Status - Response Note #### **Trip Details** - Selected Package - Room - Free text (if entered by Planner) - Rooming Map selection (if made by the Traveler) #### **Tracking Information** - Tracking Medium - Tracking Source - Tracking Campaign - Tracking Referring URL - Tracking Referring Domain #### **Add-Ons and Tasks** - Column per **Itinerary Add-ons responses** - Column per **Task responses** - Column per **Booking Add-ons** **Note:**  If a traveler has not yet made their first payment, the **Selected Package** and **Room** fields will be empty. However, if you pull reports by [Invitation Group,](https://support.youli.io/360001123556-what-is-an-invitation-group-?hsLang=en) the data will be populated as shown on the  [Traveler TripBoard](https://help.youli.io/hc/en-us/articles/360002163376).  ### **Tracking Fields Examples** Tracking fields help you understand where your travelers come from. Here’s an example of what your tracking data might look like: **![](https://support.youli.io/hubfs/Screenshot%202022-12-29%20at%203-32-36%20pm-png.png)** **TIP:** [Learn more about source tracking in YouLi](https://help.youli.io/hc/en-us/articles/360002147635).  ### How to Pull a Report by Booking (One Row Per Invitation Group) In the export popup, select the option **"One Row Per Invitation Group"**. **TIP:** To learn more, check out our [help document on Booking and Rooming List](https://support.youli.io/360002532395-how-to-pull-a-report-by-invitation-group-or-rooming-list?hsLang=en) ### Need a Configured Trip Report? 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