Custom Reports

The Custom Report builder lets you describe the report you want in plain English and have Tourbox generate the query, table, and chart for you. It's powered by the AI provider configured for your organisation under Settings → AI.

How it works

1. Describe the report you want. For example, "Top 10 customers by net revenue this year, with their booking count and last trip date."
2. Tourbox proposes a report: columns, filters, ordering, and a chart where appropriate.
3. Review the proposal, refine the prompt or adjust columns/filters manually, and run it.
4. Save the report to Saved Reports for re-use.

What data is available

Custom reports can query enquiries, bookings, customers, suppliers, financial documents and payments, itineraries, catalogue items, and tasks. Data access respects your member permissions, so you won't see fields you wouldn't see elsewhere.

Sharing

Saved custom reports can be shared with other members of your organisation. You can also export results to CSV or PDF.

Tips

• Be specific in your prompt about the period, metric, and grouping.
• Iterate. Refining a prompt and re-running is cheap.
• Use Saved Reports for the queries you find yourself running often.