How to use the "At a Glance" report

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Reporting > At a glance

 

What does it mean?

At a glance is an important feature of Palisis reporting and the first step in the procedure to set customised reports. You can set filters in order to create custom reports and visual overviews in the form of diagrams.

The 'At a glance' report presents information based on the selected filters, timeframe, and included items.

 

What should I do?

First, set the time period you would like to analyze. You can choose between today’s date, this week, this month, this year or you can configure a custom date range. For instance, opting for 'This year' will prompt the report to present the data in separate columns for each month:

You can also choose a custom time period between specific dates by clicking on the dates and then selecting the start and end dates from the calendar.

Additionally, you should set how the report you are going to generate will be sorted: by booking time, event time, or settlement time.

  • Booking time refers to the moment when the booking is made.
  • Event time refers to the selected event date when the actual event will be taking place. 
  • Settlement time refers to the time when the cash settlement containing the booking is opened.

For example: 

1st of May: A booking has been made on the Webshop for a tour that takes place on May 15th. 

15th of May: The selected event date of said booking and the date when the tour takes place.

1st of May: The webshop settlement closes each day just before midnight, so the settlement containing the booking has been closed on the same day the booking has been made.

Sorting your report by booking time, will show the booking on the 1st of May. Sorting your report by event time, will show the booking on May 15th. Sorting your report by Settlement time will show the booking on the 1st of May. 

 

After selecting the date, proceed to specify the information you wish to display by choosing the appropriate filters and relevant included items. To do so, click on the gear icon:

 

Then select the relevant filters:

For each filter you can select all the results (picture 1), some of them (picture 2) or just one (picture 3):

Picture 1

 

Picture 2

 

Picture 3

 

After the selection of every filter, click on 'Confirm'. And click on 'Reset' to revert to the original selection of all the results.

Next, you can continue with the 'Included items' section where you have to select the specific items you want to display:

  • Bookings: it's the row entry type ENTRY in the reports. It counts as a ticket. It only counts as a passenger if the ticket has been checked in.
  • Payments: it relates to partial payments, indicating that a booking is paid for in multiple instalments or using more than one payment account. For example, when a customer pays part of a booking with cash and the remainder with a credit card. The row entry type is PAYMENT.
  • Unredeemed vouchers: Vouchers that have not yet been redeemed. They are not included by default. They row entry type is VOUCHER.
  • Redeemed vouchers: Vouchers that have already been redeemed. They are not included by default. They row entry type is VOUCHER_R. As the system generates a new booking entry after the redemption, please be aware that if you select to include 'Bookings' and 'Redeemed vouchers' the figures could be confusing as the report will display 2 items (the new booking and the redeemed vouchers) for every redeemed voucher.
  • Reservations: The customer doesn’t pay for the tickets, so it doesn’t add revenue, ticket or passenger. The row entry type is RES.
  • Confirmed reservations: It's a paid reservation. The row entry type is RES_CONFIRMED.
  • Refunds: It doesn’t affect gross revenue, only deducts net revenue on the date the refund is applied. The row entry type is REFUND.
  • Cancelations: Revenue, Tickets and Passengers are deducted at the moment of cancellation. The row entry type is CANCEL.
  • Checkins: It adds a passenger. It doesn't affect revenue or number of tickets. The row entry type is CHECKIN.
  • Validations: It takes place when a ticket's QR code is scanned. It doesn't affect the revenue, number of tickets or passengers. The row entry type is CONTROL.

To prevent duplicated and non relevant data, the default selection is: Bookings, Payments, Refunds, Cancelations and Checkins.

 

In the 'Export' tab, you have the option to export the report using the selected template in either .CSV or .XLSX format. The default template is 'All columns', which includes nearly all the columns, but you can opt for a different one if necessary. You can craft your own template as per your preferences. For instructions on how to do this, please refer to the following article.

How to configure your "Report Templates"

 

 

Coming back to the main screen, you can find some pie charts here below the table that are a visual display of the requested data and helpful for gaining quick insight.

 

You can choose which pie charts to display here. To do so, click on the gear icon and go to the 'Account sections' tab, where you can select the options that are relevant to you:

 

Finally, in the 'Saved reports' tab you can create and saved a report that can be stored either as private , only available for you, or public, available for all the users.

In order to do so, enter a name, an optional description and select if it would be a private or public report. Then click on 'Save'.

Saving reports is a convenient and efficient method to preserve your most commonly requested reports, sparing you the effort of manually selecting filters and items each time. These saved reports can be easily accessed in the future under Reporting > Saved reports.