Reports

Tourbox provides a suite of pre-built reports covering sales, finance, customer behaviour, supplier usage, and operations. Reports are organised by area in the sidebar and share consistent date-range filters, currency handling, and drill-through to underlying records.

Index

• Available Reports: Full index of every pre-built report.

Sales & pipeline

• Sales Funnel
• Enquiry Sources
• Targets

Revenue

• Revenue Overview
• Booking Trends

Finance

• Booking Profit & Loss
• Cash Flow Report
• Aging Report (suppliers)
• Customer Aging Report

Customers & suppliers

• Customer Insights
• Supplier Utilization

Operations

• Operational Calendar
• Popular Products
• Communications

Custom

• Custom Reports: Natural-language report builder.
• Saved Reports: Your saved custom reports.

Filters

Every report accepts a date range and (where relevant) filters for owner, tags, currency, and channel. The accounting currency is used for consolidated values; native currencies are preserved on underlying records.

Export

Reports can be exported to CSV or PDF from the action menu in the top-right of each report.

Permissions

Some reports are gated by plan or permission. For example, custom reports typically require a Business plan, and finance reports require finance permission.