How to make Agency financial performance report

Last Updated: Aug 17, 2013 03:14PM CEST

Local Booking Manager can generate various reports with which you can monitor what is going on with your charter fleet.

One of such reports you can generate is the Agency financial performance report. This report is very useful for monitoring the booking performance of your agents or direct clients.

You can generate it from Reports (1.) > Agency financial performance (2.).

In next step the report wizard will open so you can adjust the parameters.

You set the from/to period (1.) for the report. Then select Client type (2.), it can be set to All, Agents or direct clients.
Frequency (3.) can be set to all, Old (last year) or New (this year)
Agency (4.) can be selected from the address book if you want a report for a particular agent/client.
Sort by (5.) can be sorted according to Name, Number of reservations, Total value or Duration and order (6.) can be set to be descending or ascending.
You can use the check if agents are to be grouped by country or not.

Press Create report (8.). to generate the report.

When the report generates in Print preview any you can go to File (1.) and either save it to pdf (2.), export it to other available formats (3.) or print it (4.).

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