The Tour Summary Report displays profit calculations for each tour or booking loaded as per the criteria selected and includes a financial summary of each tour.

Tour Summary Report results are dependant on the selections available and can be used as a control report to produce a list of:

• Non Invoiced bookings.
• Under Invoiced bookings.
• Bookings with outstanding Invoices.

When the report is run to View or PDF, the information available within the generated report is the:

• (Booking) Status.
• Agent (Code).
• (Booking) Reference.
• Booking Name.
• (Booking) Consultant.
• Date Entered.
• Travel Date.
• Pax (Count).
• Escorts, Drivers and Guides (Counts).
• Currency.
• Cost (Amount).
• Agent (Amount).
• Commission (Amount).
• Profit Value.
• Profit PC (%).
• Invoiced (Amount).
• Receipted (Amount).

When running the report to a CSV file the Booking Analysis 1-6 fields are also available.

The report can be generated with the following parameters:

• Order By.
• Balances Currency (Base, or Booking Currency).
• Invoice Status.
• Show Cost (Yes or No).
• Show Tax (Yes or No).
• Output IATA Code (Yes or No).
• Tax Inclusive (Yes or No).
• Show Sell as Cost (Yes or No).

Generating a Tour Summary Report

1. From the Home menu, select Home > Reports > Operations Reports > Tour Summary.
   

   1. Click the Reports menu to expand it:

      

   2. Click the Operations Reports menu option to expand it:

      

   3. Click Tour Summary to go to the Tour Summary Parameters screen:

      

2. On the blank Tour Summary Parameters screen, the Booking Tab will open. Select the required parameters for the Tour Summary Report.
   

   NOTE: There are 2 tabs available to select parameters from. They are: Booking Tab and Analysis Tab (Booking & Agent).

3. Check the Completed Screens.
4. Click on the Other Tab. Select how the results are to be ordered and filtered in the report from the dropdown selections or checkboxes available.
5. Select how you want the report to display.
1. To view the report, click View.

   

2. To Download the report to a PDF file, click Download PDF.

   

3. To Download the report to a CSV file, click Download CSV.

   

Period From/To

Travel date within financial accounting period (or range of).

Travel Date From/To

Booking header travel date (or range of).

Date Entered From/To

Booking date entered date (or range of).

Agent From/To

Booking agent range available from the dropdown selection.

Master Agent From/To

(Debtor) Master agent range available from the dropdown selection.

Last Worked By

Service last worked by - type the full name (correctly spelt) of the Tourplan user.

Booking Type

Dropdown selection available for:

• All booking types (default).
• FITS.
• Groups.

Last Service Date From/To

Booking header last service date (or range of).

Last Worked Date From/To

Booking header last worked date (or range of).

Booking Ref From/To

Booking reference (or range of).

Currency

Dropdown selection of available booking currencies.

Consultant

Dropdown selection for booking consultants name and initials.

Booking Status

Multi select options for available booking header statuses.

Branch

Multi select options for available (booking reference) branches.

Department

Multi select options for available (booking reference) departments.

NOTE: Service Status, Branch and Departments showing in the screen captures above are for training purposes. User company systems will reflect users organisational requirements.

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Booking Analysis Codes 1-6

The top 6 Analysis fields are the Booking Analysis Codes.

Agent Analysis Codes 1-6

The bottom 6 Analysis fields are the Agent Analysis Codes.

Multi select list of Analysis codes can be used to refine the report if necessary. To expand the fields use the +, and to minimise the analysis list use the -.

NOTE: Analysis codes in the above screen capture are used for training purposes. Users company systems will have analysis fields and codes unique to their organisational requirements.

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Order By

Report data can be selected by using the dropdown to order data by:

• Booking Status (system defaults to this setting).
• Travel Date.
• Agent, Travel Date.
• Agent, Date Entered.
• Agent, Booking Status.
• Agent, Booking Name.
• Booking Status, Travel Date.
• Date Entered.
• Booking Name.
• Booking Reference.
• Branch, Department, Booking Status.
• Branch, Department, Booking Name.

Balances Currency

Selection of base currency or booking currency is available (Base is defaulted).

Invoice Status

Dropdown selection where results can be returned for:

• All (default setting).
• Not Invoiced.
• Under Invoiced.
• Over Invoiced.
• Outstanding.

Show Cost

Checkbox to show service cost.

Show Tax

Checkbox to show service tax.

Output IATA Code

Checkbox to include IATA Code attached to the agent.

Tax Inclusive

Checkbox to show tax inclusive.

Show Sell as Cost

Checkbox to show the service sell amount as the cost amount.