As a selling agent the system keeps track of the transactions performed by creating and adding items to a “SALES REPORT“
The sales report will be a personal record of the issuance for all document types , voiding and some other common transactions that the agent performs.
To access to the reporting module , the user should select the reservations options from the dashboard view, and once there click on “REPORTS”
The report landing page will look as follows
Current report and other options
There is a wide variety of reports that can be displayed ; among the available options the agent will be able to display the current opened report , consolidated , sort by office , agent among others.
To display the current sales report assgined to the requesting agent (default option) , from the above list the “CURRENT“ option should be selected. In case no additional filters are added , the response will be
The system will list all transactions for the agent whose performing the report request , specifying the agent id , the home office for such agent, report´s date among other details.
Transactions will be sorted based on the transaction type thus all issuances , voids , exchanges , EMD , etc will be display together within a common section.
Additionally in case needed , by clicking on the EXCEL® icon (see below) located on the bottom right corner of the report , a spread sheet will be created and downloaded locally to the user´s computer.
Adding filters
The above report can be can be combined with specific filter to visualize customized information. The available filters are :
Report Summary
This report will show totals form of payment , base, tax and commission details
Form of payment
Once this option is selected , additional selection buttons will be enabled ; those buttons determine which FOPs will be displayed in the system´s response
VOID
This option will display all voided document if any
Currency
This option will display only those tickets issued in the specified currency , in order to do so , when selected , the system will display an additional box , in which the user will need to specify the three letter IATA code for the currency , below an example :
