Reports provide essential insights that help inform decisions, track performance, and highlight trends. This guide will walk you through the process of exporting reports and explain the different types of reports available. By understanding these reports, you'll be better equipped to leverage data for more effective decision-making and operational improvements.

Table of Contents

• Sales Reports (Track and analyze sales performance and forecasting)

• Lead Reports (Monitor lead progress and client acquisition efforts)
  

• Financial Reports (Manage and reconcile billing, payments, and financial performance)

• Metric Reports (Measure performance through key metrics and conversion rates)

• Product Reports (Analyze product usage and service performance)

Step 1: Choose a Report to Export

Click on the Reports tab on the left-hand menu. From there, you can select the report you wish to export. The available reports will be tailored to your role and permissions, ensuring you access only the information relevant to your specific responsibilities. Each report offers valuable insights into key aspects of your operations, allowing you to focus on the areas that matter most.

Step 2: Choose to Export to CSV or Excel

Decide whether you want to export your report in CSV (Comma Separated Values) or XLS (Excel format). 

• Export CSV - CSV is a plain text format that separates values with commas, making it ideal for exporting raw data. This format is widely compatible and is often used for transferring information across platforms, importing into databases, or sharing data where formatting isn't required.
  
  

• Export XLS - XLS preserves your data's structure, including cell formatting, colors, and borders. It’s ideal for detailed analysis in Excel, especially when you need to maintain the visual layout, apply formulas, or use advanced features like sorting and filtering.   

Click on the respective option to download the report.

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Understanding Report Categories and Filters

Reports are categorized to help you quickly access the data that matters most, whether it's tracking sales, analyzing client volume, or managing financial performance. Below, you'll find a breakdown of report categories, specific reports within each category, and the filters you can apply. Knowing which reports to use will help you optimize your efforts, whether you're focusing on boosting sales, improving client retention, or managing your bottom line.

Sales Reports

Sales Reports offer a comprehensive view of your performance, tracking key metrics across time periods, countries, suppliers, and users. These reports help you adjust strategies, identify trends, and manage relationships, ensuring you stay on track with your sales goals and effectively forecast future outcomes.

• Closed Sales By Country (Won and Confirmed)

  • Filters: Date Range (>= Date From, <= Date To)

  • Use Case: Identify top-performing countries to focus your sales efforts.
    
    

• Closed Sales By Month

  • Filters: Year

  • Use Case: Monitor monthly sales trends to adjust your sales strategies.
    
    

• Closed Sales By Month (Won and Confirmed)

  • Filters: Year

  • Use Case: Review confirmed sales on a monthly basis to identify trends and adjust your approach.
    
    

• Closed Sales By Month By User

  • Filters: Year, Month 

  • Use Case: Evaluate the performance of individual team members on a monthly basis to set targets and support improvements.
    
    

• Closed Sales By Supplier (Date Range)

  • Filters: Date Range (>= Date From, <= Date To) 

  • Use Case: Track supplier-specific performance to optimize vendor relationships.
    
    

• Closed Sales By Year

  • Filters: N/A

  • Use Case: Evaluate annual performance and set future sales targets.
     

• Closed Sales By Year By User

  • Filters: Year 

  • Use Case: Compare individual yearly performance to recognize top performers and address underperformance.
    
    

• Cost Types (Date Range)

  • Filters: Date Range (>= Date From, <= Date To)

  • Use Case: Analyze different cost types over time to manage expenditures effectively. (Learn how to edit Cost Types)
    
    

• Cost Types By Year

  • Filters: Year 

  • Use Case: Understand annual cost patterns and prepare for future budgeting.
    
    

• Individual Sales (Won & Confirmed - Trip Start Date)

  • Filters: Date Range (>= Date From, <= Date To), Current User 

  • Use Case: Track individual confirmed sales based on trip start dates to manage your workload effectively.
    
    

• Individual Sales (Won & Confirmed)

  • Filters: Date Range (>= Date From, <= Date To), Current User 

  • Use Case: Monitor your confirmed sales for specific periods to maintain your momentum.
    
    

• My Closed Sales By Month (Current Year)

  • Filters: Current User 

  • Use Case: Review your personal monthly sales to stay on track with your goals.
    
    

• Sales Forecast By Sales Stage

  • Filters: Sales Stage 

  • Use Case: Forecast future sales by assessing the progress of leads through different stages in the pipeline. (Learn how to edit Sales Stages)
    
    

• Unpaid Bill Totals By Currency

  • Filters: N/A

  • Use Case: Review unpaid bill totals across different currencies to ensure timely payment processing and reduce financial risk.
    
    

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Leads Reports

Leads reports help you track and analyze your client acquisition efforts. They provide information on new clients, lead conversion rates, and the effectiveness of different sales stages.

• Client List (By Date Added)

  • Filters: Date From (>= Date From)

  • Use Case: Keep track of new clients and assess the effectiveness of your lead generation strategies.
    
    

• Client List - Trip Start and Sales Stage

  • Filters: Date Range (>= Date From, <= Date To), Sales Stage 

  • Use Case: Monitor the progress of clients based on trip start dates and sales stages to ensure smooth transitions through your sales pipeline and identify any bottlenecks.
    
    

• Leads Throughput (Past Sales Stage By Time)

  • Filters: Date Range (>= Date From, <= Date To), Sales Stage

  • Use Case: Analyze the efficiency of your sales process by evaluating how leads progress through different stages. (Learn how to effectively use your Sales Stages)
    
    

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Financials Reports

The Monthly Summary report helps you monitor client payments by tracking bills issued and payments received over specific time periods. It enables you to quickly identify discrepancies and maintain smooth financial operations by comparing totals.  

• Monthly Summary

  • Filters: N/A

  • Use Case: Track monthly financial performance to manage cash flow and budget effectively.
    
    

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Metrics Reports

Metrics reports provide key insights into close rates by lead source, destination, and user, helping you track conversion rates and overall sales performance. With this data, you can easily identify trends, optimize strategies, and boost profitability. 

• Close Rates By Lead Source & Destination

  • Filters: Date Range (>= Date From, <= Date To)

  • Use Case: Identify which lead sources and destinations are most effective in closing sales.
    
    

• Close Rates By Lead Source Group

  • Filters: Date Range (>= Date From, <= Date To)

  • Use Case: Determine which lead sources are most effective in converting prospects to customers to enhance marketing efforts.
    
    

• Close Rates By User

  • Filter: Date Range (>= Date From, <= Date To)

  • Use Case: Measure individual performance by evaluating close rates to identify areas for training and development.
    
    

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Products Reports

This report helps you identify which products are driving the most engagement, allowing you to focus on high-demand items. By understanding product usage trends, you can refine your offerings, improve supplier relationships, and make strategic decisions to enhance sales and inventory management. 

• Services - Most Used

  • Filters: N/A

  • Use Case: Identify the most popular services to optimize offerings and improve customer satisfaction.
    
    

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Additional Tips for Exporting Reports

• Ensure Filters are Set Correctly: Before exporting, make sure you have set the correct filters for the data you need. This will help in getting accurate and relevant information.
  
  

• Choose the Right Format: Depending on your needs, choose between CSV and Excel formats. CSV files are ideal for simpler data manipulation, while Excel provides more robust options for data analysis.
  
  

• Regular Exports: To keep your records up-to-date and ensure consistent tracking, consider exporting reports regularly. For most reports, a weekly or bi-weekly export may be ideal for active monitoring, while monthly or quarterly exports can be suitable for higher-level summaries and long-term trend analysis.
  
  

By following these steps and tips, you can effectively export and utilize reports, ensuring you have the necessary data at your fingertips to manage your operations efficiently.

And that's how to Export a Report on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at [email protected]. We love hearing from you and are always here to help.