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Itinerary Report

Product Management avatar
Written by Product Management
Updated this week

How to request a report

Requesting an Itinerary Report can be accomplished through one of two methods:

  1. Through TripBuilder Settings: Navigate to the Reports page and locate the row labelled Itinerary Report. Click the Request button found here. This method is exclusively available to users with a Company Admin profile.

  2. Through Customer Care: Click on "Reports" located in the top navigation area. This method is specifically available to Customer Care users.

  3. Regardless of how you choose to request the Itinerary Report, you will be presented with the same window where you're able to specify the report parameters:

  • Itinerary Status: allows you to choose which itinerary states shall be considered for the report output. The report defaults to booked itineraries if you don’t change this filter. Select the available options from the dropdown:

    • All

    • In Planning (All)

      • In Planning

      • Checkout Started

    • Reservation (All)

      • Reservation Requested

      • Reserved

      • Pending Modification (by Supplier)

    • Manual Processing (All)

      • Manual Processing

      • Booking In Progress

      • Change in Progress

    • Booking (All)

      • Confirmed by Supplier

      • Change Initiated

      • Change Requested

      • Change Completed

    • Cancellation (All)

      • Cancellation Initiated

      • Cancellation In Progress

      • Cancellation Requested

      • Cancellation Completed

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  • Departure Date From - Departure Date To: defines a time period for when the itinerary takes place.

  • Booking Date From - Booking Date To: defines a time period for when the itinerary bookings took place.

  • Creation Date From - Creation Date To: defines a time period for when the itinerary was created.

  • Modification Date From - Modification Date To: defines a time period for when the itinerary was last modified.

  • Distribution Channel Filter: defines the Distribution Channel in which the itinerary was created and booked.

Captura

This report allows you to filter your data by from/to date fields, where you don't need to establish a range. If intended, only the lower or upper field may be defined.

Further, the report is always generated regardless of whether you add filters.

Note: Make sure the itinerary count doesn’t surpass 10,000 results. For usability and security reasons, no report is generated if the itinerary count exceeds this limit. If over 10,000 results, adjust the filter parameters to be able to generate the report.

Report contents

The report comprises a list of itineraries with the following fields:

  • Itinerary ID

  • Case ID (together with the External ID, these two fields are particularly used in combination with CRS systems - e.g., the TOMA booking number)

  • External ID (the Midoco Connector has a feature flag to additionally store the Midoco ID on the External ID. If that feature is being used, the itinerary report will contain the Midoco booking ID.)

  • Created on

  • Last Modified on

  • Status (if the booking is completed, change initiated, change requested, or change completed). Please refer to the article Itinerary Status in Customer Care for a complete list of itinerary states.

  • Booking Date

  • Starts on

  • Ends on

  • Template ID

  • Title (the title of the itinerary)

  • Destination (a 2-character country code using ISO 3166-1 alpha-2)

  • Home Departure

  • Home Arrival Airport

  • Destination Arrival Airport

  • Destination Departure Airport

  • Number of PAX

  • Customer name

  • Agency

  • Agency Cooperative

  • Agency External IDs

  • Agent Name

  • Agent External IDs

  • Distribution Channel

  • Tour Type (Individual or Group tour)

  • Sales Price (Value of booking)

  • Payment amount

  • Tour Operator Surcharge

  • Commission (the amount that goes to the Travel Agent)

  • Sales Margin Overall (%)

  • Sales Margin Accommodations (%)

  • Sales Margin Activities (%)

  • Sales Margin Flights (%)

  • Sales Margin Rental Cars (%)

  • Sales Margin Transfers (%)

  • Sales Margin Base Services (%)

  • Sales Margin Upsell Items (%)

  • Sales Price Accommodations

  • Sales Price Activities

  • Sales Price Flights

  • Sales Price Rental Cars

  • Sales Price Transfers

  • Sales Price Base Services

  • Sales Price Upsell Items

  • Number of Accommodations

  • Number of Activities

  • Number of Flights

  • Number of Rental Cars

  • Number of Transfers

  • Number of Base Services

  • Number of Upsell Items

Please note:

(1) All exported data present in the reports follow the format convention:

  • Date: DD.MM.YYYY. For example, 22.04.2023

  • Currency: the currency code before the amount, with a comma as a thousand separator and a period as a decimal separator. For example, EUR 1,520.50

  • Percentage: value with a period as a decimal separator. For example, Sales Margin Activities (%): 4.5

(2) "Sales Price ..." columns (for each product type):

  • Holds the sum of all sales prices in the itinerary per product type

  • Cancelled components are not considered

(3) "Number of ..." columns (for each product type):

  • Holds the total count of components in the itinerary per product type

  • Cancelled components are not considered

Related Articles
Midoco Connector
Itinerary Billing
Booking Window - Itinerary Creation
Group Tours Visualisation in Customer Care
Group Tours Status and Actions in Customer Care
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