Guide to understanding your reports

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Reporting

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What does it mean?

This article provides a comprehensive overview of how different transactions are recorded and displayed within your Palisis reports. Understanding these entries is key to accurately tracking your revenue, tickets, and passenger figures.

We will first outline the key concepts you will encounter and then explain how various booking and payment actions affect your data.

 

Key concepts in Palisis reports

In the Reporting > Overview section of your reports, there are three main figures:

Concept

 

Description

 

Revenue (Gross & Net)

The financial value of sales, tracked at the point of sale.

Tickets

The number of ticket units sold.

Passengers

The headcount of individuals travelling (only counted upon certain actions, typically check-in or booking finalisation).

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Report entry types, booking and ticket statuses

Reports track transactions using specific entry types, booking and ticket statuses.

 

Entry Type

 

Description

 

ENTRY

The initial row for a new booking or sale.

CHECKIN

A physical check-in of a ticket/passenger.

PAYMENT

An additional payment, only for multi payment bookings.

CANCEL

The cancellation of a booking.

REFUND

The application of a refund.

VOUCHER

The initial sale of an unredeemed voucher.

VOUCHER_R

VOUCHER is converted to VOUCHER_R the redemption of a voucher

RES

A standard reservation entry.

 
 

Booking status

 

Description

 

BOOKED

Valid booking.

STORNO

Cancelled booking.

RESERVED

Valid reservation, not paid yet.

RESERVATION_CANCELLED

Reservation cancelled.

RESERVATION_CONFIRMED

Confirmed reservation, already paid.

 
 

Ticket status

 

Description

 

BOOKED

Valid ticket.

FINISHED

Valid ticket, but maximum check-ins reached.

DISABLED

Not valid ticket.

 
 
 

 

Transaction breakdown: How data is affected

The tables below detail how each transaction affects your main reporting figures. Unless otherwise noted, Tickets and Revenue are counted on the sale date. (In some reports it’s possible to optionally report by Departure date or Cash-Settlement date)

 

I. Standard booking transactions

Transaction

 

Entry Type

 

Booking status

 

Ticket status

 

Revenue & Tickets

 

Passengers

 

Key Details

 

Ticket Booked (E.g., sale of a 20€ ticket)

ENTRY

BOOKED

BOOKED

Counted on sale date

Not counted

Records the initial financial transaction.

Ticket Finished

ENTRY

BOOKED

FINISHED

Counted on sale date

Counted on sale date

Occurs when the ticket is sold and instantly checked in (automatic check-in enabled).

Check-in

CHECKIN

BOOKED

FINISHED

Not affected

Counted

Tracks passenger movement. Occurs manually after scanning the ticket QR code or automatically during sale if the instant check-in is enabled.

Booking Cancelled

CANCEL

STORNO

DISABLED

Deducted immediately

Deducted immediately

All figures are reversed at the moment of cancellation.

Refund

REFUND

BOOKED

DISABLED

Net revenue and tickets deducted on refund date

Deducted on refund date

Does not affect Gross Revenue, but reduces Net Revenue, tickets and passengers (in case the ticket was disabled during refund. Partial refunds without disabled don’t deduct passenger count)

Partial Payment

PAYMENT

BOOKED

BOOKED or FINISHED (depending on the check-ins)

No change (Revenue and tickets are counted in the initial ENTRY row)

Not counted (Passengers are counted in the initial ENTRY row, if applicable)

Records an additional payment step. Revenue is already counted in the initial ENTRY row.

 
 
 

 

II. Voucher transactions

By default, voucher entries are not included in the Overview, At a glance, or Data export figures unless the “Vouchers” or "Unredeemed Vouchers" option is ticked.

Transaction

Entry Type

Bookings status

Ticket status

Revenue & Tickets

Passengers

Key Details

Unredeemed Voucher (Initial Sale)

VOUCHER

BOOKED

BOOKED

Counted at sale date.

Not counted.

Only appears in the reports if "Unredeemed Vouchers" option is selected.

Voucher Redemption

ENTRY

BOOKED

FINISHED

(Although it’s BOOKED if it’s redeemed as a no-show)

Counted at redemption.

Counted at redemption.

(Not counted if it’s redeemed as a no-show)

A new booking is generated and recorded at the time of redemption, adding corresponding figures.

Redeemed Voucher (Display Row)

VOUCHER_R

BOOKED

FINISHED

Counted on sale date.

Not counted.

Original VOUCHEREntry is renamed to VOUCHER_R (redeemed). Only appears in the reports if "Redeemed Vouchers" is selected. Used to track the original voucher sale figures.

 
 
 

 

III. Reservations

Reservations are also not included in reports by default. You must tick the "Reservations" option to display them.

Transaction

Entry Type

Booking status

Ticket status

Revenue & Tickets

Passengers

Key Details

Reservation (Initial Hold)

RES

RESERVED

BOOKED

No change.

No change.

No payment has been made yet.

Confirmed Reservation

RESERVATION_CONFIRMED

 

 

Counted.

Not counted.

Revenue and tickets are added when the customer pays for the reservation. You must tick "Confirmed reservations" to see this.

Cancelled Reservation

RESERVATION_CANCELLED

 

 

No change.

No change.

As no payment was made, no deduction is required. Requires both "Cancelations" and "Reservations" options to be ticked.

 
 

 

IV. Other Transactions

Transaction

Entry Type

Booking Status

Ticket Status

Revenue & Tickets

Passengers

Key Details

Validation

CONTROL

BOOKED

FINISHED

No change.

No change.

Tracks when a ticket's validity is checked (e.g., via QR code scan). Only visible in reports if "Validations" option is ticked.

Third-Party Booking

ENTRY

BOOKED

BOOKED

Revenue equal to commission is counted.

Not counted.

Records a booking made on behalf of one of your suppliers.

 
By using the additional options available in the At a glance and Data export sections, you can precisely filter your reports to reflect the transaction types that are most relevant to your current analysis.