The Reports landing page (at /reports) is where every cross-trip number lives — what you sold, what you earned in commission, who is winning the leaderboard, and who looked at a passport scan yesterday. Nine reports, grouped into five sections, all driven by one shared date-range picker.
The shared period picker
Every report carries the same date-range control at the top — preset buckets (This month, Last month, This quarter, Last quarter, This year, Last year, Year to date, Last 12 months) plus a custom from/to. Whatever you pick, the report compares the current window against the immediately-prior window of the same length: pick This quarter and you also see last quarter's totals as a delta percentage on each KPI.
Sales — what you billed
Sales summary
KPIs at the top — Invoiced, Paid, Outstanding, Invoice count — each with a delta vs the prior period. Monthly trend chart with the prior period overlaid. Breakdowns by agent and by trip type. The 5-second answer to
"how is the agency doing this quarter?"
Sales detail
Per-invoice transactional table. Filter by agent, trip type, invoice status, supplier; sort any column; totals row at the bottom. Click a row to drill into the invoice. The follow-up answer to
"why did Sarah's number jump in May?"
The Sales summary page has a CSV export — Download CSV top right. The export honors your current filters and date range exactly. Sales detail is read on-screen; drill into individual invoices for the row-level math.
Commission — what you earn
Commission report
Every line item with received commission, joined to its supplier + agent + invoice. Monthly trend, top-10 supplier bar chart, supplier + agent filters, CSV export. Numbers are gross / agency net / host net, so the math is auditable. See the dedicated Commission reports article for a deeper walk-through.
Aging + forecast
Forward-looking. Four KPI buckets — Received YTD, Expected next 90 days, Expected (current year), Overdue — plus a 6-month forecast chart that splits Received vs Expected by month and a table of every overdue line ordered by days-late.
Pipeline & sources
Booking funnel + Time to booked — Inquiries → Proposals sent → Proposals accepted → Trips traveled, with pairwise conversion rates. Below that, every trip in the period bucketed by how many days it took to convert from created to first accepted-proposal or first invoice.
Top suppliers + countries — Two rankings on one page. Suppliers ordered by commission; countries ordered by trips. Doughnut chart of the top 8 + Other. Click any row to drill into the source line items or trips.
People
Agent leaderboard — Per-agent Invoiced / Paid / Net commission / Invoice count, ranked by Invoiced. Trophy + silver + bronze for the top three. Renders one row for a solo-agent agency — still useful as a KPI strip.
Per-client lifetime value — Top clients by Paid revenue. Top-10 bar chart + sortable table. Attribution is to the trip's primary traveler only so multi-traveler trips do not double-count.
Security
The Passport access log shows every upload, view, download, and delete of a passport scan across your agency, with the agent, IP address, and timestamp. Owners + admins only — passport-access history is itself sensitive. See the dedicated article for filtering and retention.
Per-agent filters and solo agencies
The reports that surface per-agent data (Commission report, Sales summary, Sales detail, Agent leaderboard) all let you scope to one agent via the Agent dropdown. The dropdown is tenant-scoped — it lists only people who have Trips access in your org. A solo-agent agency sees a single name in the dropdown and a single row on the leaderboard; the rest of the surface is identical.