PULLING REPORTS BY TRAVELER STATUS
- You can choose to pull a report from MANAGE PEOPLE by traveler status and export their information to a .CSV like Excel - here, you can view Packages, Rooming List, and more all in one place.
STEP ONE: FILTER YOUR VIEW
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Filter your view or report based on the traveler status you want to pulll. You can choose from different Registration and Payment statuses on YouLi
- Use the search bar to filter by Invitation group or package
STEP TWO: EXPORT TO A .CSV OR EXCEL
- Select all and then click the EXPORT SELECTED
The report shows each row as one of your travelers and will include information such as:
- Trip Name
- Traveler Status
- Reference Code
- Booking Date (if this is not populated, it means the invitation group has not made a payment)
- Traveler Name
- Traveler Email
- Traveler DOB
- Traveler Phone
- Invitation Group Name
- Extra Invitation Group Traveler Name
- Extra Invitation Group Traveler DOB
Then you will see the invoice summary and more:
- Package
- Room
- This will either be the Room entered by the Planner - regardless of whether they are booked OR
- If configured with Rooming Map, it will be the BOOKED ROOM selected by the traveler
- Arrival Date
- Departure Date
- Number of Nights
- Currency
- Total Price
- Paid
- Owing
- Planner Notes
- Tracking Medium/Source
Here is a helpful video if you are stuck :)