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      Global Bookings Report: See all bookings across trips & rolled up by report

      Quickly see how many bookings last week, last month or last quarter. Roll up the report by trips to get a quick summary of bookings and manage inventory.

      AVAILABLE PLANS: Grow & Enterprise

      🌍🌍  Global Bookings Report 

      This report allows you to get on top of ALL your Bookings across ALL Trips.

      To view, go to

      1. Your YouLi Account
      2. I'm Planning
      3. Reports
      4. Bookings

      global-bookings-report.png

      Search

      Look for the bookings you need, type anything into the search box to match against:

      • Traveler name
      • REFERENCE CODE (found on the Traveler's INVOICE or TRIPBOARD)
      • TRIP name
      • AFFILIATE CODE

      Filter

      Restrict the results by date or booking status:

      • By booking date
        • This is the date the first payment was received
        • Includes a MANUAL PAYMENT record of $0 (used to hold inventory)
      • By booking status
        • Pending
        • Partially paid
          • Balance due is greater than 0
        • (Fully) Paid
          • No balance due
        • Canceled
          • A payment was received, but they are now declined

      Aggregate by Trip - Show Summary by Trip

      To display the search results rolled up by TRIP, check the "Show Summary by Trip" option.


       

      🌏 Enhanced BOOKINGS Reporting - for Sales, Operations & Finance

      This update makes reporting more powerful! Now, you can track more details in ONE report.

      If you don't have access to Global Bookings Report, it might be time to upgrade to GROW.

      We’ve made FOUR (4) major changes to this report:

      🙇 1. Find Bookings by Trip START and END Date

      When looking for BOOKINGS, you might want to look by Booking Date (the original option) but now you can also find all BOOKINGS based on the Trip Start or End Date.

      bookings-report-trip-start-date

      💸 2. See PAID TO DATE and OWING AMOUNT by Trip

      When "Show Summary by Trip" is checked, the report will include a row per trip, showing:

        • PAID TO DATE: The total amount paid for the trip (in the trip’s currency).
        • OWING AMOUNT: The total remaining balance for the trip (in the trip’s currency).

      When summarizing by Trip, the PAID to date and OWING will be shown for the filtered Bookings.

      This is similar to what is shown in Manage Payments, but does not include REGISTERED but NOT BOOKED people.

      • PAID TO DATE
        • If the Date range is based on Trip Start Date or Trip End Date then: 
          • Total amount PAID in the Trip CURRENCY that has been paid up to now (regardless of when the Booking was made)
        • If the Date range is based on Booking Date then:
          • Total amount in the Trip CURRENCY that has been Paid up to now by the Bookings in that date range - this may not include all Bookings on this trip.
      • OWING AMOUNT
        • If the Date range is based on Trip Start Date or Trip End Date then:
          • Total amount OWING in the Trip CURRENCY that is still owing as of now (regardless of when the Booking was made)
        • If the Date range is based on Booking Date then:
          • Total amount in the Trip CURRENCY that is still owing as of now by the Bookings in that date range - this may not include all Bookings on this trip.

      🛅 3. See INVENTORY sold and available by Trip

      This helps with sales motivation and operational management. If you use the inventory management feature in packages, that data is now shown in the Bookings Report.

      • # BOOKINGS / OUT OF TOTAL INVENTORY
        • Also shown is total available inventory if packages are not set to Unlimited. 
        • If booking inventory is managed per room, then the total number of people is shown in the last column of the report.
        • In this example, one spot has been sold out of 8 total inventory.
      • # PEOPLE
        • Count of people included in the returned bookings

      BOOKINGS report only includes people who have made their initial deposit payment, not people who are REGISTERED but not BOOKED.

       

      Need more help? 

      Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. 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.