Conversion report

The Conversion report provides detailed information on the percentage of travel files whose status changed from Proposal to Open.

 

Purpose

The report can be used to view and track conversion records according to assigned user, status and assigned user branch.

Output

This report has the following layouts:

In addition, there is a Print option.

 

How to generate a report - see Reports.

Filter

The report has the following parameters which are shown on the left and enable you to filter the report output:

 

Parameter

Description

Open Date

Choose the open date of the conversion.

User

Choose the user of the conversion.

Branch

Choose the user branch the conversion was assigned to.

Market

Choose the market of the conversion.

Agent

Choose the travel agent.

Destination

Choose the destination (city) of the conversion.

Country

Choose the country of the conversion.

 

Example

 

The generated Conversion report displays a table with document records that match the defined parameters.
 

 

The following fields are displayed in the generated report:

Field

Description

Group By

This field shows the grouping of the travel file. The travel file can be grouped by user, user type, configuration and travel agent/corporate client.

AO

This field shows the number of proposal travel files whose status changed to Open.

AO+AP+AC

This field shows the total number of proposal travel files whose status changed to Open (AO), of proposal travel files opened (AP) and of travel agent/corporate clients attached to proposal travel files (AC).

Conversion

This field shows the percentage of proposal travel files whose status changed to Open.

 

 

At Conversion Report (chart), the conversion report is displayed as a chart only.