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How to Report on Travel Agents in Event Temple

Track revenue from travel agents in Event Temple. Create booking or monthly event reports, group by account owner, export CSVs, and use saved views to analyze top-performing agents and revenue distribution efficiently.

Updated over a month ago

Event Temple provides tools to track revenue by travel agent and identify top performers. Reports can be customized and exported for deeper analysis.

Central Revenue Report by Account Owner:

  1. Go to Reports → Booking List Report

  2. Apply filters: date range, booking status, etc.

  3. Add columns: Account, Revenue, optionally Travel Agent

  4. Group by Account to see revenue per owner

  5. Export to CSV for further analysis (quarterly comparisons, account assessments)

Helpful Tips:

  • Revenue excludes taxes and fees

  • Use Save View for easy reuse of customized settings

Monthly Revenue Report for Confirmed Events:

  1. Go to Reports → Events List Report

  2. Apply filters: date range (e.g., this month), event status (Confirmed)

  3. Add revenue-related columns

  4. Save the view for monthly reuse

  5. Enable Summary on export to see total revenue values

Export Summary Feature:

  • Totals for each revenue category appear at the bottom

  • Ensures quick overview without extra calculations

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