Description

Among the options available on the sales reports module, the user will be able to display :

• Consolidated Report:

  • (based on office, date and summary or agent detailed level)

• By Office:

  • (by using this option the user will be able to request a date range, no more than 15 days and up to 45 days back from the requesting date)

• By Agent:

  • (this option will allow to specify agent sine and combine it with a date range following the same criterion expressed above)

• No BSP Agencies:

  • (this option allows the combination of a date range and office ID, as long as it is a non-IATA office)

• Detailed with Taxes:

  • (same as the previous options that allow the usage of date range, this option will display an extra box for the office ID whose report is to be displayed, the default value will be the user´s home office ID)

Hereunder some examples arranged in the same order as explained above.

Consolidated

Open

Open

Same as the CURRENT report, there will be the option of exporting the information to an EXCEL® sheet by clicking on the EXCEL® icon.

The alternative option for the CONSOLIDATED - SUMMARY report is the AGENT DETAILED, below an example:

By Office

If only one day is to be displayed, the only date to be indicated by the user should be the first “DATE“ box.

In the event of requesting a date range, in addition to the “DATE” box, the secondary date-picker (calendar) should be clicked and the ending date for the range should be selected.

When multiple reports exist, as shown above, the user should click on the report number that works as a hyperlink to display the specific report if more details are needed.

By Agent

In the above example, the user had a sales report opened on January 28th and closed on January 29th containing a total of 3 documents.

If more details are required, and following the same logic explained before, the user should click on the report number that acts as a hyperlink.

No BSP Agencies

For the above report, ticket and record details will be available by clicking on the ticket number or record locator.

Detailed with Taxes

This report will dispay the taxes set by the account excutive as the default value for your company, in the above example those taxes are XR, QN, TQ, DL, QO, and AR, in case additional taxes are collected, those will be grouped under “OTHERS“

Additionally, the detailed report with taxes will also display base fare discriminated on cash/credit and the same will apply for the taxes.

On the bottom line, grand totals will be shown and once again the export to EXCEL® sheet will be available.