The Custom Report Builder creates tailored reports to analyse your tourism business data. Tourism operators can identify booking trends, customer demographics, and revenue sources to optimise marketing and experience offerings.
Accessing this feature
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How to use it
Start a New Report
On the Custom Reports page, click + Create New Report or Build Custom Report.
Give Your Report a Name
A box will appear asking for a "Report Name".
Choose something clear and descriptive, like "Q3 Tour Revenue" or "Customer Origin – Last 6 Months". This will help you easily find it later.
You might also see an optional "Description" field – feel free to add more detail about what this report is for.
Choose Your Information Source
The system needs to know what kind of information you want to look at.
You'll usually see options like "Bookings", "Customers", "Tours & Experiences", or "Sales".
Think about the question you want to answer (e.g., "How many bookings did I get?") and select the main area that holds that data.
Pick Your Details (What to Measure)
Tell the report what specific information to show you.
If you chose "Bookings" as your source, you might want to see details like:
"Total Revenue"
"Number of Guests"
"Booking Date"
"Tour Name"
"Customer Name"
You'll likely see a list of available options; click on the ones you want to include in your report. You can pick as many as you need!
Filter Your Results (Narrow it Down)
Filters let you focus on the information you care about.
You might want to see:
Data from a specific Date Range (e.g., "Last Month", "This Year", or custom dates).
Results for a particular Tour or Experience.
Bookings made through a certain Source (e.g., "Online", "Walk-in", "Agent").
Customers from a specific Country or Region.
You can add multiple filters to pinpoint the exact data you're looking for.
Choose How Your Report Looks
How do you want to see your data? You'll have options like:
Table: A clear list of rows and columns, just like a spreadsheet.
Bar Chart: Great for comparing different categories (e.g., revenue per tour).
Line Chart: Perfect for seeing trends over time (e.g., bookings per month).
Pick the display that makes the most sense for the information you're presenting.
Save and View Your Report
Once you're happy with all your selections, click the Save Report button.
The system will then generate your report, and you'll see your customised data appear!
You can click an Export button if you want to download it as a spreadsheet (like a CSV file) or a PDF.
Tips
Track Your Revenue: See exactly how much income your tours and experiences are generating over any period you choose.
Monitor Booking Trends: Discover when your busiest (and quietest) periods are, helping you plan staffing and marketing efforts.
Analyse Customer Demographics: Understand where your customers are coming from, their age groups, or other details that help you tailor your offerings.
Evaluate Marketing Success: See which marketing channels or promotions are bringing in the most bookings or revenue.
Identify Your Most Popular Offerings: Identify your top-performing tours or packages to focus your efforts.
Compare Performance: Easily look at your business's performance from this year compared to last year, or month-on-month.
Export Your Data: Download your reports to share with your team, accountant, or for further analysis in other tools.
Schedule Reports:
Need help?
For further assistance, contact us at [email protected]