How-to: Pull a Report by Invitation Group or Rooming List

Pulling a report is easy in YouLi. Filter Travelers based on Invitation Group, Status, or more to export a report.

undraw_To_do_list_re_9nt7

 

Pulling reports by traveler status

You can choose to pull a report from MANAGE PEOPLE 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. 

1: 

  • Filter your view or report based on the traveler status you want to pull. You can choose from different Registration and Payment statuses on YouLiScreen_Shot_2022-03-18_at_4.28.34_PM.png

  • You Use the search bar to filter by Invitation group or packageScreen_Shot_2022-03-18_at_5.09.49_PM.png
STEP TWO: EXPORT TO A .CSV OR EXCEL 
  • Select all and then click the EXPORT SELECTEDExport_giff.gif

 

The report shows each row as one of your travelers and will include information such as: 

  • Trip Name
  • Traveler Status
  • 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 Name 
  • Extra Invitation Group Traveler Name
  • Extra Invitation Group Traveler DOB

mceclip1.png

 

Then you will see the invoice summary and more:

  • Package
  • Room 
    • This will either be the Room entered by the Planner - regardless of whether they are booked OR
    • If configured with Rooming Map, 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

mceclip2.png

 

Here is a helpful video if you are stuck :)