Operations Reports & Docs

This section of the User Guide is still undergoing updates. Thanks for your patience!

This is a day by day listing of all services that make up the tour (providing the Group’s/Traveler’s Itinerary print control has been checked and the service has not been tagged for omission back in the Package itinerary).

This gives you an overview, in date order, of all operation records for a given tour.

Click on this icon to generate a group voucher. Remember, a voucher will only print if the print control box has been checked.

These reports can be run for the respective personnel and reflect the notes as entered in Vendor, perhaps edited at the Contracted Services level, with final adjustments possible here in Ops. You will see that what appears on the Group Leader Notes is actually drawn from both the Escort and the Driver’s Notes fields so if there is anything of a confidential nature, not to be shared with the Group Leader, you will want to run your Escort and Driver documents first, then edit the notes and run the report as intended for the Group Leader.

This report reflects inventory as loaded in the related Contracted Services record, as well as what has been sold and what is still available. In addition, you can see at a glance how many Packages are sharing the particular Contracted Services record (column labeled “#Pkgs”), whether the service has been inventoried (the column labeled “Mngr” will show Contracted Services if there is inventory loaded back in the Contracted Services record, and “O” if inventory is turned off), the “Type” as assigned back in Contracted Services (per person, fixed or room), and the Space and Rate Status (explained under “To Do” previously). This report can be compiled by tour, by supplier, or by criteria of your choice.

This report shows the total cost (based on current reservations), payments made and balance due to each Vendor, converting if necessary, any foreign currency amounts to US dollars.

This report is somewhat similar to the Utilization Report but shows only usage, not inventoried numbers or availability. Figures reflecting cost, payments and balance due are also represented. As implied by the name, this report is intended to be run by Vendor but can be called by tour, or by other criteria of your choice. Note, however, if it’s not run by Vendor, the summary totals don’t necessarily make sense.

This report reflects the same, however, in the case of vendors paid in foreign currency, you will see what rate of exchange was in effect when the Ops record was created (the “Base X”, what was used in the course of costing the Package), as well as the rate used when payments were made (the Adj X).

Use this report to run a list of passengers using the service(s) represented in your found set of records. If the Vendor is a hotel, the report will present as a rooming list. If not, the report will be a simple name list.

This report can be called based on a variety of criteria and reflects payments made, sorted by tour. The currency in which the Vendor was paid is visible, but there is no translation of the amount into USD.

This report is an abbreviated version of Driver’s Notes.

Information on this report will be added soon.

Use this button to navigate directly to the Booking Reports menu.

If you have any questions that are not answered here Contact TourTools Support for assistance.