Have you ever sat down to run a simple report, and then realised you need to open three menus, build a custom template, apply filters in the right order, and schedule it manually? It shouldn’t be this hard.
In the tours and activities sector, reports aren’t just numbers. They’re how you:
- Settle up with partners
- Forecast revenue
- Track online vs offline sales
- Submit VAT summaries to your accountant
- Spot last-minute booking trends
But too often, the tools you need to run these reports are hidden behind technical menus or unclear workflows.
From 17 clicks to 3: meet the Reporting Wizard
Our new Reporting Wizard is designed for people who just want to get answers—fast. It brings the full power of our reporting system into a step-by-step flow that guides you from start to finish. No need to watch a 17-minute tutorial.
You can:
- Choose a report type: e.g. booking, payment, partner commission, VAT
- Apply filters by product, channel, payment method, or time period
- Select an existing template or build one on the fly
- Schedule reports to send automatically every day, week, or month
- Share it with colleagues, finance teams, or partner contacts
Real examples, real impact
Here are some of the most-used reports and how they help:
- 1. Partner commission reports
Settle payments with resellers like hotels, OTAs or tourist offices. Includes booking totals, deposits taken, commission values, and what’s owed to whom.
- 2. Payment breakdowns
Get visibility over how customers are paying: card, cash, Apple Pay, Mastercard/Visa breakdowns. Useful for finance teams and payment provider reconciliations.
- 3. VAT summary reports
Quickly generate an overview of VAT by rate for any given period—perfect for finance or when an auditor comes calling.
- 4. Sales by channel
Compare your webshop performance to OTA sales, devices, or box office. Spot trends and optimise where you invest your marketing.
And this is just the start. We’re actively working to include the most requested reports as standard templates within the operational report menu—so you can get the info you need without starting from scratch.
Designed for how you actually work
You shouldn’t need to be a power user to pull a report. That’s why we added:
- Progress indicators so you always know where you are
- Clear scheduling so reports go out on time, to the right people
- Mobile-friendly layout so you can check or schedule on the go
We’ve even made it easier to preview and test a report before finalising—so you can be sure it’s right before it lands in someone’s inbox.
See the bigger picture at a glance
Want a quick overview of how your business is performing? Our Palisis Dashboard gives you a real-time snapshot of key metrics—from bookings and capacity to channel performance. Designed with best-practice KPIs, it’s the fastest way to get a handle on your operation, whether at your desk or on the move.
View your dashboard now