The Reports folder in Tres stores all default Tres defined reports and user defined reports in one place for easy access and organization. Reports are powerful tools that display deep trip and reservation level data with totals and subtotals.
The folder is divided into two main categories: Tres Defined and User Defined reports. Each category can be further divided into further sub sections.
Viewing Reports
To view your default and saved reports, open the Reports folder.
Clicking the white arrow buttons on the blue main category bars will expand them.
Subsections are displayed as lighter blue bars. Clicking on the blue arrow will expand them.
View a report by clicking on the eye icon. This will open it in a new tab.
Tres Defined Reports
All reports in the Tres Defined section are static, and the formatting cannot be changed. However, the data can be adjusted by using filters. Learn more about Advisor Statement/Summary, Client Statement/Summary, and Supplier Statement/Summary.
User Defined Reports
Reports in the User Defined section are created from the Trips search screen. Learn how to create new reports with Report Builder.
Clicking the pencil icon will open the Trips search screen in a new tab, allowing users to make edits and update an existing report.