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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: Venture & Enterprise only

      🌍🌍  Global Bookings Report 

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

      To view, click to

      1. Your TRIP DASHBOARD
      2. REPORTS
      3. 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

       

      Rollup by Trip - Show Summary by Trip

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

      This will show tabular results sorted by the start date of the trip.

      • The total number of TRIPS with bookings that match the Search and Filter criteria is shown in the upper right
      • TRIP NAME is clickable to go to the MANAGE PAYMENTS for the TRIP
      • START DATE is the overall start date for the Trip (Travelers may have PERSONALIZED DATES)
      • # Bookings is the number of bookings made within the date range selected
      • # of People is the number of people within those bookings

       

      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.