--- title: "How-to: Pull a Report By Invitation Group Or Rooming List (Rooming Report)" description: Pulling a report is easy in YouLi. Filter Travelers based on Invitation Group, Status, or Room to export a report. --- [Skip to content](https://support.youli.io/360002532395-how-to-pull-a-report-by-invitation-group-or-rooming-list#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: Pull a Report By Invitation Group Or Rooming List (Rooming Report) ## Pulling a report is easy in YouLi. Filter Travelers based on Invitation Group, Status, or more to export a report. ### Pulling reports by traveler status You can choose to pull a report from TRIP CRM by traveler status and export their information to a .CSV like Excel - here, you can view Packages, Rooming List, and more all in one place.  #### STEP ONE: - Filter your view or report based on the traveler status you want to pull. You can choose from different Registration and Payment statuses on YouLi![Screen\_Shot\_2022-03-18\_at\_4.28.34\_PM.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Screen_Shot_2022-03-18_at_4_28_34_PM-1.png) - You Use the search bar to filter by Invitation group or package![Screen\_Shot\_2022-03-18\_at\_5.09.49\_PM.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Screen_Shot_2022-03-18_at_5_09_49_PM-1.png) #### STEP TWO: EXPORT TO A .CSV OR EXCEL - Select all and then click the EXPORT SELECTED![Export\_giff.gif](https://support.youli.io/hubfs/Knowledge%20Base%20Import/Export_giff-1.gif)   ### The report shows each row as one of your travelers and will include information such as: - Trip Name - [Traveler Status](https://support.youli.io/articles/360001374155?hsLang=en) - Reference Code - Booking Date (if this is not populated, it means the invitation group has not made a payment) - Traveler Name - Traveler Email - Traveler DOB - Traveler Phone - [Invitation Group](https://help.youli.io/hc/en-us/articles/360001123556) Name - Extra Invitation Group Traveler Name - Extra Invitation Group Traveler DOB ![mceclip1.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/mceclip1-Jul-11-2022-09-38-25-29-PM.png)   ### Then you will see the invoice summary and more: - [Package](https://help.youli.io/hc/en-us/articles/360001960716) - Room  - This will either be the Room entered by the Planner - regardless of whether they are booked OR - If configured with [Rooming Map](https://help.youli.io/hc/en-us/articles/4706956669327), it will be the BOOKED ROOM selected by the traveler - Arrival Date - Departure Date - Number of Nights - Currency - Total Price - Paid - Owing - Planner Notes - [Tracking Medium/Source](https://help.youli.io/hc/en-us/articles/360002147635) ![mceclip2.png](https://support.youli.io/hubfs/Knowledge%20Base%20Import/mceclip2-Jul-11-2022-09-38-17-57-PM.png)   ### Traveler Category If you have the [**Traveler Categor**y feature enabled](https://support.youli.io/how-to-assign-your-traveler-to-a-category?hsLang=en), you will also see the category value included when exporting from **Trip CRM** using the '*one row per person, including tasks and add-ons*' option: ![](https://support.youli.io/hs-fs/hubfs/Screenshot%202025-02-10%20at%203-29-52%E2%80%AFpm-png-1.png?width=670&height=316&name=Screenshot%202025-02-10%20at%203-29-52%E2%80%AFpm-png-1.png) ![](https://support.youli.io/hs-fs/hubfs/Screenshot%202025-02-10%20at%203-30-15%E2%80%AFpm-png.png?width=467&height=380&name=Screenshot%202025-02-10%20at%203-30-15%E2%80%AFpm-png.png) ![](https://support.youli.io/hs-fs/hubfs/image-png-Feb-10-2025-05-57-37-0820-AM.png?width=466&height=262&name=image-png-Feb-10-2025-05-57-37-0820-AM.png) ### Want a customized Rooming Report? [Learn more about how to configure a Rooming Report](https://support.youli.io/custom-trip-reports-what-data-do-you-need-per-trip?hsLang=en) with just the fields you need and counts of each room type. ### Here is a helpful video if you are stuck :) ### Do you create the same report all the time? Do you want to have set reports your staff can click to download and see only what is important? 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