Export Reports Guide: Get Your Data Exactly How You Like It!
Hello there! Your friendly support team member from Tourism Accelerator here, ready to help you unlock even more power from your business data. We know how important it is to have your finger on the pulse of your operations, and sometimes, you need to take that pulse outside of our platform. That's where our super handy Export Reports feature comes in!
⭐ Available in: Professional, Premium, s
What This Does
Imagine being able to take all that brilliant information from your Tourism Accelerator reports and have it right there on your computer, ready to share, analyse, or even print out. That's exactly what exporting reports lets you do!
Whether you need a sleek, professional PDF to show your board members, share with a grant application, or include in a presentation, or perhaps you're after a detailed Excel spreadsheet to dive deep into the numbers with your accountant or for your own in-depth analysis – we've got you covered.
This feature gives you incredible flexibility and control over your data. It means you're not just viewing insights; you're owning them, able to use them in whatever way best supports your amazing tourism business. It's about empowering you to make smart, data-driven decisions that help you grow.
How to Get There
Don't worry, finding this feature is as easy as spotting a kookaburra in a gum tree! Let me show you how to navigate to your reports, where the magic happens:
First things first, log in to your Tourism Accelerator account. You'll land on your familiar dashboard.
Look over to the left-hand side of your screen. You'll see a menu with different options.
Find and click on 'Reports'. This will open up a list of all the different reports available to you.
From here, simply click on the specific report you'd like to view and export. For example, maybe you want to look at your 'Booking Summary' or your 'Revenue Breakdown'.
Once you've selected your favourite report, you'll see all the data laid out for you. Now, let's get that data into a format you can take with you!
Step-by-Step Guide: Exporting Your Report
Alright, you've found your report, and you're ready to export it. Don't worry, it's simple! Here’s how you can download your report in just a few clicks:
View Your Report: After choosing your report (as we did in the 'How to Get There' section), you'll see it displayed on your screen. Take a moment to make sure it's showing the data you need. You might want to adjust the date range filters or other options before you export – this ensures your export contains exactly what you're looking for.
Find the Export Button: Look towards the top right-hand side of your report view. You'll typically see a button that says something like 'Export' or 'Download'. It often has an icon that looks like an arrow pointing downwards or a document. Go ahead and click that friendly button!
Choose Your Format: A small menu or pop-up window will appear, asking you to choose your preferred export format. You'll usually see two main options:
PDF: Perfect for a snapshot, printing, or sharing a professional-looking document.
Excel (or CSV): Ideal if you want to do more in-depth analysis, manipulate the data, or share it with spreadsheet-savvy colleagues.
Choose the one that best suits what you want to do with your report.
Confirm and Download: After selecting your format, you might see a final 'Export' or 'Generate' button. Give that a click! Your browser will then begin downloading the file to your computer, usually into your 'Downloads' folder. You might see a little notification pop up in your browser when it's done.
And just like that, you've got your report! See? I told you it was straightforward. Now you have a copy of your valuable business insights right at your fingertips.
What You Can Do
With your reports exported, a whole world of possibilities opens up for your tourism business!
Professional Presentations: Export to PDF to create beautiful, easy-to-read documents for board meetings, investor pitches, or team updates. No more struggling with screenshots!
Detailed Financial Analysis: Download your data in Excel to give to your accountant or bookkeeper. They can easily integrate it into your financial systems or help you dig deeper into revenue, expenses, and profitability.
Grant Applications & Funding: Many grants require you to demonstrate your business's performance. Having neatly exported reports in PDF or Excel makes it simple to provide the necessary evidence.
Offline Review & Planning: Take your reports with you! Review them on a plane, during a quiet moment, or share them with team members who might not have platform access. Great for strategic planning sessions.
Custom Data Visualisation: If you're comfortable with Excel, you can create your own custom charts, graphs, and pivot tables to visualise your data in unique ways that tell your business's story even more powerfully.
Archiving & Record Keeping: Keep a local copy of your historical reports for your own records, ensuring you always have access to past performance data.
Tips to Get the Most Out of This
We want you to feel super confident and get maximum value from this feature. Here are a few friendly tips to help you out:
Filter Before You Export: This is a big one! Before you click that 'Export' button, always make sure you've set the correct date ranges and applied any other filters (like specific tours or services) within the report view. This ensures you're only exporting the data you truly need, saving you time and hassle later.
Regular Check-ins: Make a habit of exporting key reports regularly – perhaps once a month or quarterly. This helps you keep a consistent pulse on your business performance and spot trends early.
Know Your Audience: When sharing reports, think about who will be reading them. A PDF is usually best for a quick overview or for someone who just needs the main points, while Excel is perfect for those who want to get into the nitty-gritty details.
Compare Over Time: Export reports for different periods (e.g., this month vs. last month, or this year vs. last year) and compare them side-by-side. This is a fantastic way to understand growth, identify peak seasons, or notice areas that might need a little extra attention.
Use Data for Decisions: Don't just export reports and forget about them! Use the insights to inform your marketing strategies, adjust your pricing, optimise staffing levels, or decide which tours to promote. Your data is a goldmine for smarter business decisions.
Secure Your Data: Always be mindful of where you save your exported reports, especially if they contain sensitive financial or customer information. Store them securely and share them responsibly.
Need More Help?
We hope this guide has made exporting your reports a breeze! We're always here to support you and help your tourism business thrive. If you ever get stuck, have a question, or just want to chat about how to best use your data, please don't hesitate to reach out.
You can easily connect with us through our in-platform chat, send us an email, or check out our comprehensive Help Centre. We're a friendly bunch, and we're always happy to lend a hand!
Happy exporting!