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Global Bookings Report: See all bookings across Trips & Summarized across Trips

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 with any of the plans: 

🌍🌍  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
    • New Bookings
    • Booking Pending
    • Partially paid
      • Balance due is greater than 0
    • (Fully) Paid
      • No balance due
    • Canceled
      • A payment was received, but they are now declined
    • Booked & Past Due

      • Bookings that have a past due installment.

    • Booked & Due in Future

      • Bookings that have payments due in Future (no past due payments and not paid in full)

      • Trip Start Date

How-to see the future OWING AMOUNT based on Trip Date

Toggle the search from Booking Date to:

  • Trip Start Date OR
  • Trip End Date

Then select the date range

  • That could be next week, or next month, etc...
  • Or it could be a Custom Date Range

Date range

- Booking Date - date range is "Last 7 days", etc

- Trip Start or End Date - date range is "Next 7 days", etc

Then select the booking status:

  • Booked & Past Due OR
  • Booked & Due in Future

booking report options

You can add additional filters and then click SEARCH to generate the report.

You'll see all the bookings on the Trips in that date and then you can roll that up per trip by checking the box

Screenshot 2025-08-27 at 6.03.18 pm

Then you'll see a friendly report like this - so your finance team can know how much money to expect in that date range (the OWINIG AMOUNT column):

Screenshot 2025-08-27 at 6.20.15 pm

 

Aggregate by Trip - Show Summary across Trips

Not only can you see detailed Bookings, you can also see a summary across all trips.

Learn More about Summary across Trips to see Inventory and Amount Outstanding

 

Troubleshooting

Q: I see a CANCELLED Booking when I filter for BOOKED, why is that?

A: In these cases, it means the main person has been cancelled but someone in their invitation group is still REGISTERED. Click to the TripBoard to see more details and correct the issue.

Q: I see a BOOKED person when I filter for CANCELLED, why is that?

A: In these cases, it means the main person has NOT been cancelled but someone in their invitation group has been CANCELLED. Click to the TripBoard to see more details and correct the issue.

 

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.