Each report offered within the TripWorks dashboard was developed in response to our clients' needs to collect and visualize pertinent business data — from customer contact information to marketing performance trends to detailed breakdowns of payments, taxes, and surcharges.
Below is a simple overview of the data highlighted by each report:
| Report | Data Included in Report | |
|---|---|---|
| Executive Summary Report | An overview of pertinent data pulled from various individual reports (comparable to an End of Day Report or "Z Report," but with the option to review data from the date range of your choosing) | |
| Sales Reports | A look at the total value of products and services sold during a specified date range, as well as the paid vs. outstanding (unpaid) balance due for those sales | |
| Sales Summary | Sales created, with emphasis on subtotal, net sale, and outstanding balance | |
| Sales Detail | Sales created, with visibility on all available sales data to date (experience details, sale date, customer information, number of travelers, subtotal, net sale, outstanding balance, and more) | |
| Sales Conversions | E-commerce sales wherein the buyer abandoned the cart and subsequently completed the purchase |
|
| Sales Underpaid | Sales with an outstanding (unpaid) balance due | |
| Sales By Team Member | Sales created, with emphasis on the team member who created the sale | |
| Sales By Method | Sales created, with emphasis on the method used to create the sale (walkup, e-commerce, reseller, etc.) | |
| Finance Reports | A review of the transactions and payouts applied during a specified date range — both payments received (via cash, credit card, vouchers, etc.) and payments refunded | |
| Finance Detail | Transactions and payouts applied, with visibility on all available transaction and payout data to date (sale date, payment date, payment method, tip and fee details, and more) |
|
| Finance By Type | Transactions and payouts applied, with emphasis on payment method (cash, check, credit card, voucher, etc.) | |
| Finance Payouts | Paid and in-transit deposits made to your bank account | |
| Finance Transfers | Transfers made between TripWorks and your account, including chargeback fees, franchise payments, rebates, monthly subscriptions, and other adjustments |
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| Finance Tips | Tips received from customers | |
| Tax & Surcharge Reports | A look at the taxes and surcharges collected from customers during a specified date range | |
| Taxes & Surcharges Summary | Taxes and surcharges collected, with emphasis on taxable vs. non-taxable sales, total sales, and the resulting tax amount collected |
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| Taxes & Surcharges Detail | Taxes and surcharges collected, with visibility on all available tax and surcharge data to date (sale date, taxable amount of each sale, variable tax rate, tax amount collected, and more) |
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| Taxes & Surcharges By Trip | Taxes and surcharges collected, grouped by trip |
|
| Experience Reports | A review of the experiences and add-ons sold or delivered during a specified date range, as well as total passenger count | |
| Experiences Detail | Ticket sales, with emphasis on all available ticket sale data to date (experience details, add-ons and/or products purchased, sales total, and more) |
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| Experiences: Experience | Ticket sales, grouped by experience, with emphasis on the value of the experiences, add-ons, and products purchased | |
| Experience Ticket Types | Ticket sales, grouped by ticket type, with emphasis on the amount of tickets sold and their value | |
| Experience Locations | Ticket sales, grouped by location and experience | |
| Experience Add-Ons | Experience add-on sales, grouped by location (discounts and offer codes are excluded from sales totals in this report) | |
| Product & Inventory Reports | A place to see all products sold during a specified date range, as well as inventory that is running low | |
| Products & Inventory: All | Product sales, with emphasis on all available product sales data to date (quantity sold, unit price, sale date, discounts applied, tax and surcharge information, and more) |
|
| By Product | Product sales, grouped by product, with emphasis on quantity sold and net sale price | |
| By Category | Product sales, grouped by product category, with emphasis on quantity sold and net sale price | |
| Inventory | Product inventory details, including SKU and UPC codes (if applicable), product category, low stock level, and current stock level | |
| Gift Card Reports | A look at gift cards sold and redeemed, as well as your total future gift card liability | |
| Gift Cards Sold | Gift cards sold, with emphasis on all available gift card data at the time of purchase (location, GC code, gift. card expiration date, original balance, current balance, and more) | |
| Gift Cards Redeemed | Details regarding payments applied via gift card | |
| Marketing Reports | A place to analyze the performance of marketing activities that led to your sales, including those initiated through your Google Ads, Google Analytics, and Facebook Ads campaigns, if applicable | |
| Marketing Sources |
Sales created, grouped by the marketing source (Google, Facebook, reseller, word of mouth, etc.) attributed to each sale |
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| Marketing Offer Codes | A count of offer code uses, as well as the total monetary value of those uses | |
| Marketing Keywords | Sales created, grouped by the marketing ad keyword attributed to each sale | |
| Marketing Ad Groups | Sales created, grouped by the marketing ad group attributed to each sale |
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| Marketing Device Types | Sales created, grouped by the marketing device type (list) attributed to each sale | |
| Marketing Ad Campaigns | Sales created, grouped by the marketing ad campaign attributed to each sale | |
| Marketing Ad Positions | Sales created, grouped by the marketing ad position attributed to each sale | |
| Reseller Reports | A review of the performance of your partnered resellers | |
| Resellers Detail | Sales created that are attributed to resellers, with emphasis on all available sales data to date (reseller attributed to the sale, commission rate, customer and experience details, payment details, and more) | |
| Resellers Summary | Sales attributed to resellers, grouped by reseller | |
| Guest Contacts Report | A place to review and download your customers' contact information | |
| Reviews Report | A place to view, download, and monitor reviews left by your customers | |
| Waivers Report | An overview of waivers that were signed within a specified date range | |
| Custom Reports | A place to create custom reports in order to pinpoint the data you want to see, with flexibility to adjust the date range and save your report settings for future ease of use | |