These reports are defined during integration so your team is always in sync with the real-time data in the format they need.
AVAILABLE ON: Venture (Annual), Enterprise plans
Contact YouLi's Sales Team to get Configured Trip Reports activated in your account.
This feature is for you if you have specific requirements for the kind of data you want to pull at the trip level. This could be a special rooming list, it could be a view of all your pending payments group by invitation group.
If this is getting your data imagination flowing (and you have the budget), then this feature IS for you!
Where can I find my configured Trip Reports?
- Enter into any trip
- Click the MANAGE PEOPLE & REPORTS icon on the left
- Click the REPORTS tab
Why can't I just pull these dynamically?
You can get all the data that's available in Trip Reports via the UI, it just may be scattered, not aggregated the way you want or have too many columns.
Trip Reports allow you to decide exactly which columns are included and how they are aggregated and filtered.
How many can I have?
There's no limit on the number of Trip Reports that can be defined. There is a fee for scoping (we consult with you to determine the right reports) and then a maintenance fee annually depending on the number of reports you choose to install.
Example Reports
Airport Manifest
Use a report like this be sure your group leader knows who will be at the airport.-
- Filter by: "Booked & Fully Paid"
- Fields: Name, Email, Phone Number While Traveling, Passport Number, Arrival Flight Number, Arrival Date, Arrival Time
- Order by: Room
Prospects
Use a report like this to chase leads who should convert. Download and send to your sales team or load into your CRM. Real time version available in YouLi if they have a team member account.-
- Filter by: "Not Booked"
- Fields: Name, Email, Phone Number, Last Viewed Trip Page
-
- Order by: Last Name
- Order by: Last Name
Rooming Report
Use a report to send to the hotel so they know how many rooms to allocate and who is rooming with who
-
- Filter by: "Booked"
- Aggregated by: Package Name OR by Room
- Includes a count by package
- Or a count by Room
- Fields: Name, Email, Room Number, Dietary Requirements
- Order by: Last Name
Watch this video for example:
Filter Options
Decide which people on the trip should be included in the report:
- Not Booked
- Registered, but no payments made
- works well for Brochure trips
- See how many are interested but have not paid (also available under Manage Payments)
- Registered, but no payments made
- Booked
- No Payment Required
- Pending
- Booked & Fully Paid
- Booked & Owing (partially paid)
- Includes any "Pending"
- Canceled
- aka Declined
- Refunded
Field Options
- Any field you can see on the TripBoard
- First Name
- Last Name
- Phone number
- Planner Notes
- Room
- etc
- A field for any optional item / add-on
- Add a field that indicates the travelers' response to an optional itinerary item OR paid add-on
- Great for airport transfers
- Any field defined in a task
- Passport Number
- T-Shirt Size
- Pricing (excludes credit card and refund protect surcharges)
- Total Price
- Amount Paid
- Amount Owing
Order By
Only certain columns can by used to sort the report.
Need more help?
Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a a Support Ticket. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.