The New Travel Agent Report lists the Travel Agent records in your database with their contact details, the date each record was created and the user who created it.
Overview
The New Travel Agent Report lists every Travel Agent record held in your database. Each row is one Travel Agent record and shows the details stored against it: name, address, nominated contact, phone, fax and email, together with the date the record was created and the user who created it.
Run this report when you need to see which Travel Agents have been added, when they were added, and which user added them. It can be run across every Travel Agent record, or limited to records created inside a chosen date range and to records created by selected users.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Use Cases
- Reviewing recent additions - at the end of the month, a manager runs the report for the previous month to see every Travel Agent added during the period and check the details were entered correctly.
- Checking a user's data entry - a supervisor limits the report to one user to review the Travel Agent records that user created.
- Finding incomplete records - an administrator runs the report across all Travel Agents to find records that are missing an address, phone number or email address before a correspondence run.
How to Access
In the side menu of RMS, go to Reports > Management > Statistics > New Travel Agent.
Report Options
The report options below control which Travel Agent records are included and the order the rows appear in.
| Report Option | Type | Default | Description |
|---|---|---|---|
| Show All Travel Agent | Radio button | Selected | Includes every Travel Agent record, regardless of when it was created. |
| Show All Travel Agent Created Within | Radio button | Not selected | Limits the report to Travel Agent records created inside the selected date range. |
| Date Range | Date range | Today | Sets the date range used with Show All Travel Agent Created Within. |
| User | Multi-select dropdown | None Selected | Limits the report to Travel Agent records created by the selected users. |
| Sort By | Dropdown | Travel Agent |
Sets the order the rows appear in. Options:
|
Tip! Select the favourite icon to mark this Report as a Favourite Report for quick access via the Favourite Reports Menu.
Column Headers
The columns below appear on the report output, left to right. Where a value is drawn from a screen in RMS, the Source / Calculation column points to the relevant concept under Data Sources & Calculations.
| Column | Description | Source / Calculation |
|---|---|---|
| Travel Agent | The name of the Travel Agent record. | Travel Agent field. See Travel Agent record details. |
| Address | The address held on the Travel Agent, shown as a single comma separated value. | Address, Town, State and Post Code fields. See Travel Agent record details. |
| Contact Name | The name of the Contact recorded on the Travel Agent. | Contact tab. See Travel Agent Contacts. |
| Position | The position held by the Contact recorded on the Travel Agent. | Contact tab. See Travel Agent Contacts. |
| Phone | The phone number held on the Travel Agent. | Phone field. See Travel Agent record details. |
| Fax | The fax number held on the Travel Agent. | Fax field. See Travel Agent record details. |
| Travel Agent Email | The email address held on the Travel Agent. | Email field. See Travel Agent record details. |
| Date Made | The date the Travel Agent record was created. | See Record creation details. |
| User | The RMS user who created the Travel Agent record. | See Record creation details. |
Data Sources & Calculations
The following concepts each govern more than one column on the report.
Travel Agent record details
The Travel Agent name, address, phone, fax and email columns are all read from the Travel Agent record itself. In the side menu of RMS, go to Setup > Travel Agent and select Edit on a Travel Agent to see these fields on the Travel Agent tab.
The report's Address column combines four separate fields into one value, in this order: Address, Town, State, Post Code. A Travel Agent with the Address 123 Example Street, Town Example Town, State VIC and Post Code 3000 is shown on the report as 123 Example Street, Example Town, VIC, 3000. Where one of those fields is empty it is omitted from the value.
If a Travel Agent field is left empty, the corresponding report column is blank, so the report doubles as a way to find records with incomplete contact details.
Travel Agent Contacts
The Contact Name and Position columns are read from the Travel Agent Contacts stored on the Contact tab of the Travel Agent record, not from the Travel Agent's own name and address fields. A Travel Agent with no Contact added has both columns blank.
Record creation details
RMS records the date a Travel Agent was created and the user who created it. The report shows these as Date Made and User. The same information is visible on the Audit Trail tab of the Travel Agent record, which displays the date, time and user for any addition or deletion of a Travel Agent.
Selecting Show All Travel Agent Created Within filters the report on this creation date. If a Travel Agent does not appear on the report, its record was created outside the selected date range, or it was created by a user not included in the User selection. Selecting a date range in which no Travel Agents were created returns a report with no rows.
Online Travel Agents (OTA) and Wholesalers are also part of this report.
Tip! If the Date Made and User fields are blank on the report, this is because those Travel Agents were created before RMS began recording creation details.
Please Note! The report includes Travel Agents that are marked as Inactive, not only the Active records shown by default in Setup > Travel Agent. Use the Sort By and date range options to narrow the results rather than assuming every row is an active agent.
Related Reports
- Travel Agent Performance Report - shows revenue and reservation performance for each Travel Agent.
- Booking By Travel Agent Report - shows reservations grouped by the Travel Agent that made them.
- Travel Agent Commission report - shows commission totals for the Travel Agents and date range selected.
- Company / Travel Agent Stays Report - shows stays attributed to a Company or Travel Agent.
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