MyCCT Sales Reports

The user can design, save and store your own Debtor Reports in the same way as demonstrated with the Client Reports.

Skip To:

• Pre-Formatted Sales Reports
• Generate Summary
• No. of Passengers, Passenger Names and Order Method
• Subtotalling
• Using Date Ranges
• Remove ticket transaction types, report via Trip Creation Date

Pre-Formatted Sales Reports

The procedure for using these reports is the same as described for MyCCT Client reports.

There are two pre-formatted folders available under Sales Reports:

• Sales By Supplier

When generated this report shows gross Sales subtotalled by Supplier ID giving Transaction dates, transaction ID, Debtor ID (if applicable) Ticket type and Passenger name.

• Sales By Consultant

When generated this report shows the Gross Sales subtotalled by Consultant. This is particularly useful for tracking Consultant performance and commission based incentives.

Generate Summary

To avoid generating multi page reports that can be difficult to read, click on Generate Summary instead of Generate Detail. This will take all the Items in the Group Column and produce a clear readable summary including a total row where applicable.

Sales Report Item Description

Field	Description
Agency	From the Branch linked to the Trip
Transaction ID	Unique CCTE Transaction identification
Transaction Date	Date of transaction creation
Transaction Month	Month transaction created
Ticket Fare Basis	From the Fare Basis field in ticket of cheque
Trip Departure Date	Date entered in Departure date field in Trip
Trip Departure Month	Month of Trip departure date in the Trip
Trip Order Number	Order number field in Trip tab (corporate)
Trip Cost Centre	Cost Centre field in Trip tab (corporate)
Supplier ID	Supplier ID entered in transaction
Debtor ID	Debtor ID from Trip files associated Client
Passenger/Group Name	Trip primary passenger name or Group Name (if this field is used it will override the Passenger name)
Supplier Name	Supplier name from the Transaction
Ticket Number	Ticket number from the Transaction
Primary Destination	Destination field in Trip Tab
Trip Code	Unique Trip identification code
Supplier Numeric Code	Supplier numeric code (airlines)
Creditor ID	Creditor code from Transaction
Creditor Name	Name of Creditor in Transaction
Service Type	Type of service from Transaction
Ticket Type	Ticket/Cheque type from Transaction
Sales Code	Transaction Sales Code Tranx
Transaction Consultant Name	Consultant that created transaction Tranx
Transaction Consultant ID	Consultant ID that created Transaction
Billing Period ID	Transaction Period ID
Tranx GST  YNC	Transaction GST indicator
Fare	GST Exclusive fare amount
Amount	GST Inclusive fare amount
Sales	Fare (Excl GST) + Tax (Excl GST) + Non Comm Fee (Excl GST)
Sell	Fare (Incl GST)+ tax (Incl GST) + Non Comm Fee (Incl GST)
Cancellation Fees	Agent Canx Fees (Excl GST) + Supplier Canx Fees (Excl GST)
Discount	Discount (Excl GST)
GST	Fare GST + Tax GST + Non Comm Fee GST +- Discount GST - Supplier Canx GST - Agent Canx Fee GST
Other Taxes	Taxes (Excl GST)
CCCF Amount	From CCCF field in Transaction (Incl GST)
Nrml Comm Pct	Commission% of Fare
Nrml Comm Amount	Amount of Commission (Excl GST)
Suppl Comm Pct	Supplier Commission Percent of Fare (on net tickets)
Suppl Comm Amt	Supplier Commission Amount (Excl GST) (on net tickets)
Ovride Comm Pct	Override Percent of Fare
Ovride Comm Amt	Override Commission Amount (Excl GST) (on net tickets)
Itin summary	Summary of travel from Trip Tab
Trip Type	Business or Leisure from Trip Tab
Trip Region	Region of Travel from Trip Tab
Marketing Code	From marketing field in Trip Tab
Class of Travel	From Class field in Segment Tab
Sales Name	Sales Code Name in Ticket/Cheque Requisition
Service Type Name	Name of Service in Transaction
Trip Consultant ID	Consultant ID from Trip Tab
Trip Consultant Name	Full name of Consultant from Trip Tab
Payment Date	Date of Payment
Trip Status Code	Status code from Trip Tab
Payment Reference	Reference entered into Payment
Trip Status Name	Description of Status code
Payment Bulk Pay ID	ID given to Bulk Payment
Client Code	Client Code of Client file linked to the Trip
Deposit	Amount entered in Deposit box in Cheque Requisition
Client Family Name	From the Client file linked to the Trip
Client Given Name	From the Client file linked to the Trip
Net Remit Code	Net remit code from net ticket Transaction
Net Remit Amount	From Sell field in Net Remit ticket Incl GST
Net Remit Net	Net From Net field in Net Remit ticket Incl GST
GST In	Nett (Incl GST) less Nett (Excl GST)
Tranx to Date	Enter <= DDMMYYYY for last day in Transaction date range
Tranx Status	Status code of Transaction
Ticket Due Date	Due Date of Ticket issue from Trip Tab
Creation Date	Creation Date in Trip Tab
Creation Month	Creation Month from Creation Date box in Trip Tab
Nbr of Passenger	Number of Passengers on Trip Tab
Order Method	Order Method on Trip Tab

“BETWEEN” can be used as a condition, if selected the system will prompt for 2 dates.  The report will then show all records between these dates. Format for the date entry is YYYY-MM-DD.

No. of Passengers, Passenger Names and Order Method

There is a field to record the number of passengers on a booking.  This is a manual field and must be completed by the consultant.  This data will generate into the reports.

This will be applicable to the following MyCCT Sales Reports:

• Design Sales Report
• Sales by Consultant
• Sales by Supplier

If the “Nbr of Passenger” field is included in the report, on clicking the Generate Detail button, this message will be displayed:

The passenger name is taken from the name of the Primary Passenger.  MyCCT Sales Report will show the name of the passenger to whom the transaction is attached. There are two scenarios:

Transaction attached with Single passenger

The name of the passenger attached in the “Passenger Name” column will show.

Transaction attached with Multiple Passengers

CCTE will truncate the name of all the Passengers attached to the same transaction, separated by semicolon (“;”) in the “Passenger Name” column. As space is limited in the report screen, full details will show when the report is exported to Excel, PDF or other formats.

If the transaction is being made for a group, then “Group Name” will still overwrite the passenger name.

Above is an example report. The display of parameters and output will vary for the items selected

“Order Method” field is used to assist in determining how business is generated.

Only one code can be associated with each trip.

Subtotalling

Subtotalling in Sales reports is available by using the Group column in the Design screen. Multiple Items can be Grouped for subtotalling.  Example: Subtotal by Supplier.

Using Date Ranges

Transaction dates can be entered to run a report for specific periods. Dates must be entered in the following format YYYY/MM/DD.  Enter the From date in the Tranx Date Where field using the greater than and equal to symbol as shown below:

Enter the to date in the Tranx To Date Where field using the Less than and Equal To symbol as shown below:

This will generate the report for all transactions between and including these dates.

Ticket Due Date Due Date of Ticket issue from Trip Tab.

Remove ticket transaction types, report via Trip Creation Date

There is the ability to remove certain transaction status types. MYCCT reports currently include X and R transaction types which may not be required in reporting – these can be removed for reporting purposes.

The user can include an option to select multiple “Transaction Status”. Previously MYCCT reports included all transactions including X and R. The user can now remove them all or select multiple Transaction Status types select using Ctrl + click.