There are a few pre-built reports that come included with the Client module. You can add as many custom reports, docs, and lists as you’d like. Contact TourTools support if you have something in mind, we can build it for you quickly.
By running the “Source Report”, you are able to track your “return on investment” for a specific marketing effort in terms of either how many new Client records were added or how many requests for information were received compared to the cost of that effort.
This report is initially a form that can be used to solicit from your traveler their passport and emergency information and may then serve as a report you can provide to an escort accompanying a particular tour. In such a case, you would perform a “find” on the tour code from the “Use Find” layout and then print the document.
Use this report as you would the Passport Information report. This form reflects the information included on the Emergency Info screen as well as birth dates, anniversary dates, etc.
Run this report to determine which Clients spent the most with you for a given date range.
If you have any questions that are not answered here Contact TourTools Support for assistance.
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