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Reporting

Generate detailed reports to analyze your agency's performance, track commissions, and provide transparency to your clients.

Types of Reports

Wanderbolt.AI supports several specialized report types to help you manage your business:

  • Client Insights: Summary of client statuses, acquisition trends, and growth metrics.
  • Trip Analytics: High-level overview of trip volume, top destinations, and monthly trends.
  • Commission Tracker: Estimate and track commissions across all your bookings with supplier-level breakdowns.
  • Commission Reconciliation: A specialized report for Agency Managers to audit expected vs. received payments, manage agent splits, and identify supplier variances.
  • Bookings: A chronological summary of all bookings, including costs, total commissions, and agent-specific commission splits.
  • Trip & Payment Detail: An in-depth audit of all bookings and their associated payment milestones for specific trips or clients.

Running Reports

  1. Navigate to the Reports section and click Run New Report.
  2. Select Report Type: Choose the focus of your report.
  3. Configure Filters:
    • Client/Trip: Narrow the report scope to specific entities or view "All".
    • Date Range: Filter based on trip start dates or booking dates.
    • Payment Status: Select specific statuses (e.g., Due, Paid, Overdue) for financial reports.
  4. Choose Format:
    • HTML: Optimized for interactive viewing within the portal.
    • CSV: Download a spreadsheet-compatible file for external analysis.

Background Processing

Reports are processed asynchronously. Once you start a report, you can navigate away; it will appear in your Report History as soon as it is ready.

Managing Report History

All generated reports are logged for future reference.

Interactive View & Re-runs

From the history list, you can view the results of any completed HTML report. If you need updated data using the same filters, use the Re-run action to trigger a fresh generation.

Pagination & Sorting

For larger agencies, report history is paginated. Click column headers to sort by date, type, or current status.

Bulk Actions

Clean up your history by selecting multiple reports and using the Bulk Delete button.