The Reports folder in Tres stores all default Tres hard coded reports and user created 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 category headers. By default, the system includes categories for Clients, Travelers, Trips, Suppliers, Advisors, and Management. These headers will only be visible if there are reports available to the logged in user saved under them.
Viewing Reports
To view your default and saved reports, open the Reports folder.
Clicking the blue category bars will expand them.
Click on the name of the report to open it in a popup.
User created reports will have an edit icon to the right. Clicking on it will open a new tab displaying the report in the the Trips search screen.
Hard Coded Reports
All hard coded reports in Tres 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, Supplier Statement/Summary, and General Ledger Reports.
User Created Reports
Reports created by users can be added under any category header. Create additional categories when saving or editing a report. Learn how to create new reports with Report Builder.
Clicking the edit icon will open the Trips search screen in a new tab, allowing users to make edits and update an existing report.