Tour Summary Report

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
  • (Number of) Pax
  • (Number of) Escorts, Drivers and Guides
  • 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:

  • 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)
  • Report Currency (Base, or Booking Currency)
  • Invoice Status (All)
Example Report

This report can also be printed

Generating a Tour Summary Report

  1. From the Home menu, select .
    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 (Booking & Agent) Analysis Tab.

  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 drop down selections or check boxes available.
  5. Select how you want the report to display.
    1. To view the report, click .

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

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

    4. To print from NX, click .

About Tour Summary Parameter Fields

Booking Tab

Period From and To - Travel date accounting period (or range of).

Travel Date From and To - Booking travel date (or range of).

Date Entered From and To - Booking date entered date (or range of).

Agent From and To - Booking agent range available from the drop-down selection.

Master Agent From and To - (Debtor) Master agent (unlinked) range available from the drop-down selection.

Last worked by - Type the name of the Tourplan user.

Booking Type Drop-down selection available for:

  • All booking types (default)
  • FITs
  • Groups

Last Service Date From and To - Booking header last service date.

Last Worked Date From and To - Booking header last worked date.

Reference From and To - Booking reference (or range of).

Currency - Drop-down selection of available currencies.

Consultant - Drop-down selection for booking consultants name and initials.

Booking Status - Multi select check boxes for available booking header statuses.

Branch - Multi select check boxes for available booking reference branch.

Department - Multi select check boxes for available booking reference department.

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

Analysis Tab (Booking and Agent Analysis Fields)

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.

Other Tab

Order By- Report data can be selected by using the drop down 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 - Drop-down selection where results can be returned for:

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

Show Cost - Check box to show service cost.

Show Tax - Check box to show service tax.

Output IATA Code - Check box to include IATA Code attached to the agent.

Tax Inclusive - Check box to show tax inclusive.

Show Sell as Cost - Check box to show the service sell amount as the cost amount.