This is a general report providing an overview of all Travelogic™ Requests and Quotations and their Totals (cost, sell and profit) for a specified period of time.
The Profitability Report is stored under Management Reports, which can be accessed as follows:
- From the Dashboard, click on the main File menu, Reports, then Management:
- Select the Profitability Report from the list provided
The Run Profitability Report screen will appear as follows:
1. Select the language you want to run the report in
2. Select the Company
3. Select the Quotation State that you would like to run the report for
4. Under Date Selection, specify the period that you want to run the report for
5. You also have the option to
- Search By Travel Start Date: this option will find all quotation groups that start travelling between the dates selected
- Search By Travel End Date: this option will find all quotation groups that finish travelling between the dates selected
- Search By Request Creation Date: this option will find all quotation groups between dates the request was created
6. In the Calculations section you have the choice of basing the Report on
- Quoted Amounts: this refers to the totals of the Quotation
- Split Amounts by Service Types and/or Supplier - this option will create additional columns showing each supplier and/or the service type used in the quotation
- Accounting Documents: this refers to the totals of the Customer and Supplier Invoices in the Quotation
- Please note that you have to have BOTH the Customer and all the relevant Supplier Invoices in order for the profit to be calculated accurately
7. Click View to run the report leaving the Run Report screen open or OK to run the report and close the Run Report screen:
The Profitability Report includes the following data:
- The Company set up in Travelogic™
- The Consultant assigned to the request
- The Client Type, i.e. Direct or Agent
- The Client
- The Source of the request
- The Request and Quotation Reference Numbers
- The State of the Quotation
- The Quotation Group Name
- Travel Type, i.e. Air and/or Ground
- The Date the request was created
As well as:
- Travel Start and Travel End Dates
- Currency (currently this report only shows the default currency)
- Sell and Cost Totals
- Profit Total & Profit Percentage (%)
- Number of Adult passengers
- Number of Child passengers
- Number of Shared passengers, i.e. Tour Leader, Driver and/or Guide
The range of data allows you to use this report for a number of purposes.
Simply export to Excel and edit, sort or filter the data as you need to:
