YouLi Reports: All Reporting Options Available in YouLi
☂️ Global Reports
Reports Available Across Trips at a Global Level
Global Reports allow you to view data across multiple trips in one place — ideal for teams managing multiple departures, programs, or events.
Available Global Reports include:
1️⃣ Global Payments (Included in All Plans)
View payment activity across trips, including:
- Payments received
- Refunds issued
- Outstanding balances
- Payment trends over time
2️⃣ Global Bookings (Advanced Plans Only)
View booking activity across trips, including:
- Number of bookings
- Traveler counts
- Available inventory
- Trip performance comparisons
3️⃣ Global People Search (Included in All Plans)
A mini CRM that allows you to find travelers across all trips.
Search by:
- First name
- Last name
- Reference code
- Email address
- Flight booking information
- Trip participation
This is especially helpful for teams managing repeat travelers or multiple programs.
4️⃣ Activity Search (Included in All Plans)
Search activity across trips, including:
- Traveler actions
- Planner updates
- Payments and changes
- Registration activity
This helps you quickly track what happened and when.
🤔 Troubleshooting
Q: Can't see Global Reports?
A: Your user account might not have permission OR your Team Owner might not have the right subscription. Check our feature pricing comparison table.
💧Trip-Level Reports
Reports Available at a Trip Level
In addition to Global Reports, YouLi also provides Trip-Level Reports, which allow you to view data for a single trip.
These include:
- Trip Payments
- Bookings
- Traveler lists
- Task completion
- Inventory tracking
- Custom reports
Learn more about Trip-Level Reports here.