ClientBase Windows Resource Guide for Trams Crystal Reports

Skip To a specific report or scroll down and browse all the reports.  Read a description of the report, the ClientBase Fields the report shows and the Parameters used in running the report.  

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• CLIENTBASE AGENT ANALYSIS
  • Agent Booking Production
  • Primary Agent Vendor Productivity
  • Sales By Travel Consultant
  • Sales By Travel Consultant-Summary
  • Agent Res Card Volume by Client (TAMS
• CLIENTBASE CLIENT ANALYSIS 
  • • Client Trips By Year
    • Client Trips By Dollar Value
    • Client Trips – Time Between Inquiry & Travel
    • Client Trips by Regions – Variable # of Clients
    • Client Trips by Duration
    • Client Repeat Business Percent
    • Client Revenue Summary Report
    • Client Passenger Profile Information
    • Sales and Revenue by Customer
• CLIENTBASE COMMISSION REPORTS
  • Commission Projections – Suppliers
  • Commission Projections – Travel Consultants
  • Commission Analysis-Res Card/Invoice-Paid
  • Commission Tracking Report for ICs without Trams Back Office
• CLIENTBASE DATES
  • Birthday Report (3.08)
  • Birthdays by Selected Month (3.08)
  • Special Dates Report
  • Birthday List for Profile Groups
  • Birthday List For Res Card Groups
• CLIENTBASE EMAIL REPORTS
  • Email Export for All (not just Primary) Emails
  • Email Address List Using Employee/Family Relationships
  • Shore Excursions Export
• CLIENTBASE GROUP REPORTS
  • Group Hotel Rooming List 
  • Group Miscellaneous Passenger List
  • Group Passenger Cruise Manifest
  • Group Passenger Cruise Manifest-Short Form
  • Group Tour Passenger List
  • Birthday List for Profile Groups
  • Birthday List For Res Card Groups
• CLIENTBASE LIVE CONNECT 
  • Who is Using LIVE CONNECT?
  • Live Connect Bookings
  • Live Connect Departures (Sabre Bookings)
• CLIENTBASE MARKETING & PROMOTIONS
  • Promo Click Analysis – Res Cards
  • Promo Click Analysis - Invoices
  • Promo Mailers                            
  • Promo Mailers with Resulting Inquiries
  • Promo Mailers with Resulting Cruises/Tour
  • Promo Mailer Analysis – Specific Mailer ID
  • Marketing Partner ID List
  • Source of Business by Supplier
  • U.S. Zip Codes
  • Promo Click Res Card Analysis
• CLIENTBASE MISCELLANEOUS REPORTS
  • Cruise Departures - Passenger Counts
  • Cruise Departures – Passenger Count – Excel
  • Inventory Recap
  • Passenger Profile Information
  • Receipts – Excel
  • Unmasked Credit Cards
• CLIENTBASE RES CARD ANALYSIS
  • Close Ratio for Agent, Marketing Source, or Regions
• CLIENTBASE REVENUE/SALES ANALYSIS
  • Revenue By Res Cards
  • Revenue By Res Cards with Value Added Yields
  • Revenue (and Sales) within Res Cards with Cruises
  • Preferred Suppliers by Travel Category
  • Sales & Revenue Analysis – Suppliers within Travel Categories
  • Cruise & Tour Revenue
  • Hotel & Car Revenue
  • ARC-BSP Reconciliation in Excel Format
  • Sales Activity Invoiced By Res Card – Excel
  • Sales Activity by Invoice – To Excel
  • Insurance Attachment Analysis (TAMS)
  • Res Card General Analysis
• CLIENTBASE SUPPLIER REPORTS
  • Sales & Commissions Report by Supplier 2.0 
  • Sales & Commissions Report by Supplier 2.0 Excel Export
  • Trip Duration – Supplier
  • Vendor By Region Summary

CLIENTBASE AGENT ANALYSIS
ClientBase Agent Analysis	Description	Excel	ClientBase Fields	Parameters
Agent Booking Production 3.09.00 v: AgentBookingProduction100.rpt Formerly 1505AgentBookingProduction100.rpt Updated Version   1/28/2016 400.00 v: AgentBookingProduction100.rpt_4_0.rpt Updated Version   7/15/2016	Report is sorted by either the agent who created the ClientBase Res Card or by the first agent listed in the Trams Back Office booking. Includes CB reservations that have been invoiced but displays the full res card amounts based on Res Card creation date. Includes TBO bookings that were interfaced from the GDS but do not have a CB link based on Invoice issue date. Amounts included in Res Cards but invoiced outside ClientBase are included based on invoice date.	No	Invoice Issue Date; Agent Name; Confirmation #; Client; Traveler; Where Invoiced; Vendor; Sales and Revenue Sample	Agent Reporting: Combined report for Agents or Separate reports for each Agent. Agent Selection: All, One or Group Dates: “From” and “To” Invoice Issue date range. Branch: All, One or Groups
Primary Agent Vendor Productivity 3.09 v: PrimaryAgentVendorProd100.rpt Updated Version   1/19/2016 Formerly 1504PrimaryAgentVendorProd100.rpt 4.00 v: PrimaryAgentVendorProd100_4_0.rpt Updated Version   7/15/2016	List Agents with their preferred and nonpreferred Sales and Revenue (Commissions) for Invoices that were done through Res Cards. Drill Down (Double Click) to see details.	No	Agent Name; Preferred Vendor Sales and Commissions; Non-Preferred Sales and Commissions Drill Down Same by Supplier Sample	Invoice Date Start and End Date; One or all Agents
Sales By Travel Consultant 3.09 v: RevenueReportbyAgent.rpt Updated Version   2/1/2016 4.00 v: RevenueReportbyAgent_4_0.rpt Updated Version   7/14/2016	List of all Res Card Bookings by Travel Consultant (Agent).	No	Res Card Create Date; Res Card #; Region; Client Interface Id; Res Type; Trip Start Date; Trip End Date; Client Name; Confirm #; Travel Consultant; Supplier Name; Status; Base Amount; Tax Amount; Total Fare; Commission Sample	Date Range: Date Option: Res Card Create Date Trip Start Date Reservation Date Agent: All or One
Sales By Travel Consultant-Summary 3.09 v: RevenueReportbyAgentSummary.rpt Updated Version 1/24/2016 4.00 v: RevenueReportbyAgentSummary_4_0.rpt Updated Version 7/14/2016	Summary of Agency’s Travel Consultants Sales and Revenue (Commissions) by Travel Category for the Period Selected.	No	Agent’s Name, Travel Category; Sales; Revenue (Commissions)  Sample	Date Range: Date Option: Res Card Create Date Trip Start Date Reservation Date Agent: All or One
Agent Res Card Volume by Client (TAMS) 3.09 v: AgentSalesVolumesbyClient.rpt   New!  Updated Version 06/23/2016  4.00 v: AgentSalesVolumesbyClient_4_0.rpt   Updated Version 07/31/2016	Summary and detail of all Agent Res Cards for a specific time period organized by highest volume of Revenue first.  The totals for the Agent include number of Res Cards, Sales and Revenue and can optionally display service fees charged by each Agent.  You can set the display to show any percent of the agent’s total Revenue.  Because fees are a part of an Agent’s revenue, they can have a significant impact on numbers of clients contributing to major portions of an Agent’s Revenue.	No	Total Client Profiles, Client Profiles, Sales, Revenue, Service Fees Sample	Res Card Create Date Trip Start Date Reservation Date Display Options % of Transactions Detail or Summary

CLIENTBASE CLIENT ANALYSIS
ClientBase Client Analysis	Description	Excel	ClientBase Fields	Parameters
Client Trips By Year 3.09 v: ClientTripsByYear.rpt Updated Version   06/06/2016 (This one new version replaces two previous versions and has more optional parameters) Eliminated as redundant ClientTripsByYearExcel.rpt 4.00 v: ClientsTripsByYear_4_0.rpt Updated Version   07/15/2016	Provides either a list or an excel formatted list of clients with total Res Cards and base amounts and commissions for up to 5 years.  If you are opting to export to excel, you can select either base amounts (Sales or commissions (Revenues).  Can also run the same report for one supplier as part of the parameters. You can select the number of Clients you wish to report out, if using DataLink. This report also can select one Agent or one Branch and multiple Travel Categories.	Yes	Profile:  Profile # (excel Only), Name Res Card: Number of Res Cards, Total Base Amount and Commission for each of up to 5 years.  Sample	Date Range for either Res Card Create Date, Trip Start Date, or Reservation Date; Select All or one Supplier, Agent or Branch. Number of Clients to List.  Select one or multiple Travel Categories
Client Trips By Dollar Value 3.09 v: ClientTripsByDollarValue.rpt Updated Version   07/31/2016 Renamed from Dollar_Value_of_Trips.rpt 4.00 v: ClientTripsByDollarValue_4_0.rpt Updated Version   07/31/2016	Calculates and prints out the number of trips taken within each dollar value: ( 0 - $1,500;  $1,501 - $3,000;  $3,001 - $5,000;  $5,001 - $10,000; over $10,000) for the number of selected top Clients.  Can also run the same report with only one supplier as part of the parameters and multiple Travel Categories	No	Profile:  Name Res Card: Number of Res Cards, Total Base Amount within the correct value groups.  Sample	Date Range for either Res Card Create Date, Trip Start Date.  All or one Supplier. Number of Clients to List. Select one or multiple Travel Categories

Client Trips – Time Between Inquiry & Travel 3.09v: ClientTripsTimeBetweenInquiryandTravel.rpt Updated Version   06/15/2016 Renamed from Time_Between_Inquiry_and_Travel- Client.rpt 4.00v: ClientTripsTimeBetweenInquiryandTravel _4_0.rpt Updated Version   07/15/2016	Calculates the difference between Res Card Create Date and Travel Start Date and prints out the number of trips taken within each month range:  (0–3 months.; 4-6; 7-9; 10-12; 1315; 16-18; over 18 months) for the number of selected top Clients.  Can also run the same report for one supplier and multiple Travel Categories.	No	Profile:  Name Res Card: Number of Res Cards, Total Base Amount within the correct value groups Sample	Date Range for either Res Card Create Date, Trip Start Date. All or one Supplier. Number of Clients to List.  Select one or multiple Travel Categories
Client Trips by Regions – Variable # of Clients ClientTripsbyRegionVariable.rpt   New!  (Renamed from TripsbyRegionAll.rpt and replaces also TripsbyRegionsClients-Top50.rpt) Updated Version   6/15/2016	Prints out the Client Base amounts by Region.  If no reason assigned, it will identify the sales in a separate “No Region Assigned” column.  This report will print all your Clients.	No	Profile:   Name Res Card: Number of Res Cards, Total Base Amount within the correct Region.  Sample	Date Range for either Res Card Create Date, Trip Start Date, or Reservation Date; All or one Supplier. Number of Clients to List.
Client Trips by Regions - Variable # of Clients 3.9 v: ClientTripsbyRegionVariable.rpt Updated Version   2/1/2016 4.0 v: ClientTripsbyRegionVariable_4_0.rpt Updated Version   7/14/2016	Prints out the Client Base amounts by Region.  If no reason assigned, it will identify the sales in a separate “No Region Assigned” column.  This report prints as many Clients as you wish to select.	No	Profile: Name  Res Card: Number of Res Cards, Total Base Amount within the correct Region.  Sample	Date Range for either Res Card Create Date, Trip Start Date, or Reservation Date; All or one Supplier. Number of Clients to List.  Select one or multiple Travel Categories
Client Trips by Duration 3.09 v: Trip_Duration-clients.rpt Updated Version   1/20/2016 4.00 v: Trip_Duration-clients_4_0.rpt Updated Version   7/14/2016	Calculates various # of days for trips (1-4, 5-9, 10–14, 15–21, Over 21) Ranks clients by total Sales. Also allows running for all or one Supplier.		Top Clients; Sales by Duration Sample	Date Range for either Res Card Create Date; Trip Start Date; or Reservation Date; Also can Select Suppliers – All or one
Client Repeat Business Percent 3.09 v: ClientRepeatBusinessPercent.rpt Updated Version   1/3/2016 Renamed from 1501RepeatBusinessPercent100.rpt 4.00 v: ClientRepeatBusinessPercent_4_0.rpt Updated Version   7/15/2016	Using two different date ranges for either Res Card Create Dates or Reservation Dates, prints out all profiles (in detail option) having Res Cards in the both date ranges.	No	Profile:  Name and Profile No. Res Card:  Count of Number of either Res Cards or Reservations in the two date ranges Sample	Two Date Ranges for either Res Card Create Dates or Trip Start Dates. Select which Date Range.  Select one or multiple Travel Categories.
Client Revenue Summary Report ClientRevenueSummary.rpt Formerly 1502ClientRevenueSummary100.rpt Updated Version   1/5/2016	Summary of Total Revenue and # of Res Cards by Client for Period of the Report.  Can sort Alphabetically or by Total Revenue	No	Client Name, # Res Cards and Total Revenues.  Sample	Trip Start Date Range Type of Profile  Branch(s) All Clients or Interface ID for one Sort by Client Name or $$
Client Passenger Profile Information PassengerProfileInfo101_308.rpt Formerly 1503PassengerProfileInfo101_308.rpt Updated Version   1/13/2016	Complete Client Profile Sheet including all information about the client and the travelers with the profile including communications, dates and other travel information.	No	All available Profile information, communications, traveler, card and dates Sample	Enter either a Profile name or and Interface IDs
Sales and Revenue by Customer 3.09 v: RevenueReportbyCustomersProfileCreateDate.rpt Updated Version   1/26/2016 4.00 v: RevenueReportbyCustomersProfileCreateDate_4_0.rpt Updated Version   7/15/2016	Client Sales and Revenue Analysis using Profile Selected Based on Their Create Date. Two Reports generated.   1. Summary report of Sales and Revenue for each selected Client on a Quarterly basis using Trip Start Date. 2. Detail report of all Sales & Revenue	No	Client; Sales; Revenue; By Quarter Traveled 1. Client; Client Profile Create Date; Res Card Create Date; Res Card #; Region; Travel Category; Trip Start Date; Trip End Date; Supplier; Confirmation; Res Card Cycle; Net Fare; Tax; Total Fare (Sales); Commission  Sample	Date Ranges for Client Profile Create Date;  One of three Res Card Date Options -  Res Card Create Date; Trip Start Date; Reservation Date; Option of Any or All Travel Categories

CLIENTBASE COMMISSION REPORTS
ClientBase Commission Reports	Description	Excel	ClientBase Fields	Parameters
Commission Projections – Suppliers 3.09 v: CommissionProjectionsSuppliers.rpt Updated Version   1/2/2016 Renamed from commission_projections.rpt 4.00 v: CommissionProjectionsSuppliers_4_0.rpt Updated Version   7/15/2016	Projects when commissions will be received based on travel start date. The amounts are placed in columns using the relationship of the start date with a date inserted as a start paydate. Relies on Res Card data and does not include any consideration for actual commissions received.	No	Profile: Vendor Name Res Card: Number of Res Cards, Total Base Amount within the correct period from start commission paydate.  Sample	Start Commission Receipt Paydate Date Range for either Res Card Create Date, Trip Start Date, or Reservation Date; All or one Supplier. Number of Clients to List.  Select one or multiple Travel Categories
Commission Projections – Travel Consultants 3.09 v: CommissionProjectionsagents.rpt Updated Version   1/21/2016 4.00 v: CommissionProjectionsagents_4_-.rpt Updated Version   7/15/2016	Projects when commissions will be received based on travel start date.   The amounts are placed in columns using the relationship of the start date with a date inserted as a start paydate.  Relies on Res Card data and does not include any consideration for actual commissions received.	No	Profile: Travel Consultant Name  Res Card: Number of Res Cards, Total Base Amount within the correct period from start commission paydate. Sample	Start Commission Receipt Paydate Date Range for either Res Card Create Date, Trip Start Date, or Reservation Date; All or one Supplier. Number of Clients to List.  Select one or  multiple Travel Categories
Commission Analysis-Res Card/Invoice-Paid 3.09 v: CommAnalysisResCardInvoicePaid.rpt Updated Version   1/2/2016 Renamed from 1500MonthlyCommBreakdown100.rpt 4.00 v:  CommAnalysisResCardInvoicePaid_4_0.rpt Updated Version   7/16/2016	Report Lists All Res Cards and Invoices with Trip Start Dates during the period.  Invoices without Trip Start Dates will not be included. If invoicing in Res Cards, the report will show the status of the Res Card Commission. 1. Has it been invoiced? 2. Has the commission been paid? It also shows the commission status for all transactions only invoiced in TBO.	No	Res Card: Total Res Card Commission Invoiced Commission Amount TBO: Booked Commission Invoiced Commission Amount Amount of Commission Received   Sample	Date Range for Trip Start Dates on Res Cards and TBO Bookings Select All or 1 Branch Select Output All Transactions Only those with Differences Monthly Totals
Commission Tracking Report for ICs without Trams Back Office 3.09 v: CommTrackingForIC.rpt Updated Version   1/2/2016 Renamed from 1509CommTrackingForIC100.rpt 4.00 v: CommTrackingForIC_4_0.rpt Updated Version   7/16/2016	Commission Tracking Report for ICs who do not have TRAMS Back Office.  Reports commissions open and paid based on status in Reservation within Res Card.		See Documentation in Sample Sample	See Documentation

CLIENTBASE DATES
ClientBase Dates	Description	Excel	ClientBase Fields	Parameters
Birthday Report (3.08) Birthdayreport_308.rpt Updated Version   1/2/2016	List of all travelers with birthdates, sorted by date for entire year	No	Profile: Age, Name and Address Sample	None
Birthdays by Selected Month (3.08) Birthdays_by_Selected_Month_308.rpt Updated Version   1/2/2016	List of all travelers with Birthdays in selected month.	No	Profile: Age, Name, Address and Primary Agent  Sample	Calendar Month
Special Dates Report SpecialDateReport.rpt Updated Version   1/2/2016	List of all special dates in database	No	Profile: Special Date, Profile Name, Primary Address  Sample	None
Birthday List for Profile Groups	See Group Reports
Birthday List For Res Card Groups	See Group Reports

CLIENTBASE EMAIL REPORTS
ClientBase Email Reports	Description	Excel	ClientBase Fields	Parameters
Email Export for All (not just Primary) Emails emailextractV2.rpt Updated Version   1/2/2016	Displays all emails of all travelers in a profile that have a specific marketing code(s), marketing partner ID(s) and/or Traveler Relationship Code(s)  selected	Yes	Profile:  Type, Number, Name, Marketing Codes, Traveler Name, Email Address, Primary Email, Permissions  Sample	Marketing Codes  Marketing Partner Ids Relationship Codes
Email Address List Using Employee/Family Relationships 3.08 release email_extract_by_relationship_308.rpt Updated Version   1/2/2016	Displays only emails associated with the Traveler with the Family Relationships in 3.08	Yes	Profile: Profile #, Profile Name, Primary, Permission Relationship, Traveler Name, Traveler First Name, Email Address Sample	Relationship Codes
Shore Excursions Export ShoreExcursionsExport.rpt Updated Version   10/17/2016 ShoreExcursionExport4_0.rpt Updated Version   10/17/2016 Note: The above replace ShoreExcursionExport_308.rpt and Shore ExcursionExport_308_4_0.rpt	Export list for sending list of prospects for Shore Excursions.  One listing for each traveler in an active Res Card within the date range specified. Critical item is an email address.  It will use the email of the traveling passenger if one in the profile, otherwise it will use the Primary email of the profile as. If a reservation is imported using Live Connect and the traveling passengers are not connected to the Res Card passenger associated with the Profile, the report cannot find the email of the traveling passenger even if one exists.  This condition is identified as “No Member Link”  The report will attempt to find the email of the Primary Traveler in the Profile that is linked to the Res Card or finally the Primary email of the Profile.  In all cases, an email will not be provided if Permission to Market is not ‘Y’.	Yes	Traveler First Name; Last Name; Traveler email address; Cruise Line; Cruise Ship; Duration of Trip; Start Date; Final Payment Date; Booking Date; Agent Email Address; Res Card #; Valid Email  Sample Sample 4.0	Date Range for one the following: Res Card Create Date, Final Payment Date, Invoice Booking Date

CLIENTBASE GROUP REPORTS
ClientBase Group Reports	Description	Excel	ClientBase Fields	Parameters
Group Hotel Rooming List  3.09 v: Grouphotelroominglist.rpt Updated Version   1/23/2016 4.00 v: Grouphotelroominglist_4_0.rpt Updated Version   7/13/2016	Displays a hotel rooming list for a Res Card group(s).  Selects on Acitive and/or Departed. Includes Confirmed and Quoted Reservations.	No	Profile: DOB, Age Res Card: Group Name,  Reservations: Travel Category “Hotel”, No. of Nights, No. of Travelers, No. of Rooms. Traveler Names Service Provider:  Property, Start and End Dates, Room Type, Room Description, Check-in Time, Checkout Time   Sample	Res Card Group Name Res Card Status
Group Miscellaneous Passenger List 3.09 v: Groupmiscpassengerlist.rpt Updated Version   1/1/2016 4.00 v: Groupmiscpassengerlist_4_0.rpt Updated Version   7/13/2016	Displays a traveler list for a Res Card group(s) using Travel Category Miscellaneous  Includes Confirmed and Quoted Reservations	No	Res Card:  Group Name, Travel Category “Miscellaneous”, No. of Travelers, No. of Units Service Provider:  Service Provider Name, Start and End Date, Description  Sample	Res Card Group Name Res Card Status
Group Passenger Cruise Manifest 3.09 v: GroupPassengerManifest.rpt Updated Version   12/23/2015 4.00 v: GroupPassengerManifest_4_0.rpt Updated Version   7/13/2016	Cruise Res Card and Service Provider information with passport information with Travel Category Cruise.  Includes Confirmed and Quoted Reservations.	No	Profile:  Title, Gender, Citizenship, Passport Information & DOB  Res Card: Group Name, Travel Category “Cruise”,  & Reservation # Service Provider:  Traveler Name, Service Provider, Ship, Cabin #, Category, Deck and Dining  Sample	Res Card Group Name Res Card Status
Group Passenger Cruise Manifest-Short Form 3.09 v: GroupPassengerCruiseManifestShortForm.rpt Updated Version   12/31/2015 4.00 v: GroupPassengerCruiseManifestShortForm_4_0.rpt Updated Version   7/13/2016	Cruise Res Card and Service Provider information. Does not contain passport information.	No	Profile:  DOB   Res Card: Group Name, Travel Category “Cruise” , Res Card #, Reservation # Service Provider:  Service Provider Ship, Cabin #, Category & Deck, Traveler Name  Sample	Res Card Group Name Res Card Status
Group Tour Passenger List 3.09 v: GroupTourPassengerList.rpt Updated Version   1/1/2016 4.00 v: GroupTourPassengerList_4_0.rpt Updated Version   7/13/2016	Displays all travelers  on a tour within a specific group name	No	Res Card:  Group Name, Travel Category “Tour”  Service Provider:  Tour Name, Description, Start (Depart) and End (Arrival) Dates, Traveler Name Sample	Res Card Group Name Res Card Status
Birthday List for Profile Groups BirthdaysbySelectedGroupProfiles_308.rpt Updated Version   1/1/2016	Displays all travelers within Profile Group and highlights in RED all having a birthday in current month.	No	Profile: Group Name, Traveler Name, Birthdate, Age, Address, Primary Travel Consultant  Sample	Profile Group Name
Birthday List For Res Card Groups BirthdaysbySelectedGroupResCards_308.rpt Updated Version   1/1/2016	Displays all travelers within Res Card Group and highlights in RED all having a birthday within 20 days of the trip.	No	Res Card: Res Card #, Traveler Name Profile: Birthdate, Age, Address, Primary Agent  Sample	Res Card Group Name

CLIENTBASE LIVE CONNECT
ClientBase Live Connect	Description	Excel	ClientBase Fields	Parameters
Who is Using LIVE CONNECT? NOTE:  This report can be run using TCR10, but has “buttons” which Datalink supports that makes it quick and easy to change the parameters used. 3.09 v: Live ConnectWhoisUSINGIT.rpt Updated 6/15/2016 NEW!	Report looks at all Res Card Transactions involving suppliers (vendors) setup with Live Connect in their vendor profile. For example if a consultant booked a reservation that included Avanti as a supplier and the Avanti vendor profile is properly setup as a Live Connect, it will be included in the report even though Live Connect may not have been used in the reservation process.   The report identifies which bookings were made (Column 1), were retrieved (2nd column) using Live Connect and which reservations were actually booked in ClientBase using the Live Connect process (3rd column). The report allows you to sort the transactions in at least 6 different combinations using Consultants, Suppliers and Booking Engines.	No	Travel Consultant, Supplier (Vendor) Booked, LC Booking Engine Available, Was LC Used?, Was Booked Using LC?  The Vendor must be setup as a Live Connect for the data to be included in this report. Sample	Sort sequence (6 options) Consultant within Supplier (and reverse) Consultant within Booking Engine (and reverse) Supplier within Booking Engine (and reverse) Reservation Create Date Range Set Limits of Number within each group  Number of groups
Live Connect Bookings 3.09 v: LiveConnectBookings.rpt Updated Version   1/19/2016 4.00 v: LiveConnectBookings_4_0.rpt Updated Version   7/16/2016	List of all Res Card Reservations either booked via Live Connect or retrieved using Live Connect by Booking Source.	No	Client; Res Card Create Date: Trip Start Date; Trip End Date: Reservation Date; Supplier; Booked Via LC; Confirmation #; Total Fare; Agent  Sample	Reservation Create Date     From:     To:
Live Connect Departures (Sabre Bookings) 3.09 v: LiveConnectDepartures.rpt Updated Version   1/19/2016 4.00 v: LiveConnectDepartures_4_0.rpt Updated Version   7/17/2016	Analysis of Live Connect Bookings with Sabre eligible for GDS Booking Credits. Sabre Booking Incentives are paid based on bookings that have departed. This report prints all of the Sabre Bookings in Live Connect Bookings for the Departure Date Range Selected Those that were booked with the booking engine will have a "Y" in the "Booking Using LC" column. Those that are only being retrieved will have a "N".	No	Client; Res Card Create Date: Trip Start Date; Trip End Date: Reservation Date; Supplier; Booked Via LC; Confirmation #; ResType; Total Fare; Agent  Sample	Trip Start Date        From:     To:

CLIENTBASE MARKETING & PROMOTIONS
ClientBase Marketing & Promotions	Description	Excel	ClientBase Fields	Parameters
Promo Click Analysis – Res Cards ClientResCardRevenueAssClickActivities.rpt Updated Version   1/29/2016	Compares Mailer Promo Clicks with one date range against Res Cards with Reservations for the same profile during a different date range.  The intent is to view past bookings for clients who are actively looking at promotions.		Res Card #; Agent Name; # of Promo Clicks; Last Click Date; # of Res Cards; Total Revenue (Commissions); Last Res Card Departure Date; Avg Months Between Booking and Departure. Also can select detail and see all the Reservations with related suppliers and revenue  Sample	Start and End Dates for both Mailers and Res Cards Opt to see detail or summary by Agent;
Promo Click Analysis - Invoices ClientResCardAssClickActivities.rpt Updated Version   1/29/2016	Compares Mailer Promo Clicks with one date range against Res Cards with Reservations for the same profile during a different date range.  The intent is to view past bookings for clients who are actively looking at promotions.		Res Card #; Agent Name; # of Promo Clicks; Last Click Date; Total Revenue (Commissions); Last Invoice Departure Date. Also can select detail and see all the Invoices with related suppliers and revenue  Sample	Start and End Dates for both Mailers and Res Cards Opt to see detail or summary by Agent;
Promo Mailers                             Activity Mailers.rpt Updated Version   1/28/2016	List of Mailer Subjects for a selected date range with a count for each.	Yes	Mailer Date Created; Mailer Subject; Count of Mailers  Sample	Selects all Mailers for Date Range
Promo Mailers with Resulting Inquiries ActivityMailersandInquiries.rpt Updated Version   1/28/2016	List of all Res Cards Created within a specific date range where the same customer was sent a promotion (mailer) during a specified period.	No	Customer Name; Res Card #; Trip Name; Res Card Create Date; Res Card Cycle; Region  Sample	Two Date Ranges Mailer Date  Res Card Create Date
Promo Mailers with Resulting Cruises/Tour Reservations 3.09 v: ActivityMailersandInquiriesTType.rpt Updated Version   1/28/2016 4.00 v: ActivitityMailersandInquiriesTType_4_0.rpt Updated Version   7/15/2016	List of all Cruise and Tour Reservations within a specific date range where the same client was sent a promotion (mailer) during a specified period.		Customer Name; Res Card #; Trip Name; Res Card Create Date; Res Card Cycle; Region  Sample	Two Date Ranges Mailer Date  Res Card Create Date
Promo Mailer Analysis – Specific Mailer ID 3.09 v: PromoMailer100.rpt Updated Version   1/29/2016 Formerly 1600PromoMailer100.rpt 4.00 v: PromoMailer100_4_0.rpt Updated Version   7/16/2016	Comprehensive analysis of the Sales and Revenue from Res Cards of Profiles during a specified date range where a promotion mailer with a specific Mailer ID was sent to the same Profile.	Yes	Client Name; Res Card #; Marketing Source; Trip Start Date; Destination Separate Analysis of Sales & Revenue by Supplier and by Travel Category.  Sample	Date Range for Res Card Create Dates; Select Agency, Group or Individual Agent ID
Marketing Partner ID List Marketing_Partner_Ids_Lists.rpt Updated Version   1/14/2016	List of all Marketing Codes within Marketing Categories in the database.  Includes the Marketing Partner ID, if one is associated with the Code.  Important to have Marketing Partner Ids for marketing purposes.  Marketing Partner IDs are created at request of Consortia	Yes	Marketing Category; Marketing Code; Marketing Partner Id Sample	Automatically selects all Marketing Codes in database
Source of Business by Supplier 3.09 v: Source_of_business_report_by_supplier.rpt Updated Version   3/7/2016 4.00.v: Source_of_business_report_by_supplier_4_0.rpt Updated Version   7/15/2016	List of Suppliers within Marketing Sources	No	Supplier; Marketing Source; Sales; Revenue (Commissions); Total Passengers Sample	To and From Dates for Res Card Create: Reservation: Trip Start Dates:   ALL or 1 Supplier
U.S. Zip Codes US_Zip_Codes.rpt Updated Version   1/20/2016	Count of Leisure Active Profiles by U.S 5 digit code.  List is sorted by largest number first.   Drill down (double click) on a line to see a list of the profiles in that zip code.	Yes	5 Digit Zip Code;  Total Count; Count of Zip Code; Percent of Total Drill Down – Zip Code; Profile #; Profile Name; Full Zip Code Sample	Automatically pulls active leisure profiles with first 5 digits of zip code
Promo Click Res Card Analysis 3.09 v: PromoClickResCardComparison.rpt Updated version 06/23/2016 4.00 v: PromoClickResCardComparison_4_0.rpt Updated version 07/14/2016	Finds all the Promo Click Mailers for a specific period and then searches for Res Cards within a separate specified date range for the same Client.   Compares dates and highlights in Blue and accounts where there has been no Res Card created within a year after the last Promo Click.  If the difference is more than one year the date displays in Red.  The total Revenue, number of Clicks, number of Res Cards and the average number of months between booking and trip start date are displayed.	No	Profile #, Client Name, Primary Agent Name, Number of Clicks, Last Promo Click date, Revenue, Last Date Res Card Trip Started, Number of Res Cards, Avg Months between Res Card Create Date and Trip Start Date. Sample	Date Range for Promo Click Mailer Records Date Range for Res Cards using Trip Start Date Display Option See Detail or Summary for each Client.

CLIENTBASE MISCELLANEOUS REPORTS
ClientBase Miscellaneous Reports	Description	Excel	ClientBase Fields	Parameters
Cruise Departures - Passenger Counts 3.09 v: CruiseDepartures_Pax_Count.rpt Updated Version   1/19/2016 4.00 v: CruiseDepartures_Pax_Count_4_0.rpt Updated Version   7/15/2016	List of Cruise Bookings by Sailing for a Period.  Used to maximize consolidation for gaining free cabin credits.	No	Cruise Line; Ship Name; Departure Date; Traveler Name, Cabin Sharing; Cabin Count; Confirmation; Res Card; Booked Through Inventory  Sample	Departure Dates:    From :    To :
Cruise Departures – Passenger Count – Excel 3.09 v: CruiseDepartures_Pax_count Excel.rpt Updated Version   1/19/2016 4.00 v: CruiseDepartures_Pax_count Excel_4_0.rpt Updated Version   7/15/2016	List of Cruise Bookings by Sailing for a Period.  Used to maximize consolidation for gaining free.	Yes	Passenger; Depart Date; Ship; Deck; Category; Cabin #; Cabin Share; Confirmation; Res Card # Inventory; Supplier  Sample	Departure Dates:    From :    To :
Inventory Recap InventoryRecap.rpt Updated Version   1/19/2016	List of All Blocked Space in ClientBase Inventory	No	Inventory ID; Supplier Name; Created; Service Provider Name; Start Date; End Date: # Blocked: # Sold; # Available; Description; Base Amount; Base Commission; Single Supplement; Supplement Commission: 3rd Person Amount; 3rd Person Commission; Child Amount; Child Commission  Sample	Departure Dates:    From :    To :
Passenger Profile Information PassengerProfileInfo101_308.rpt Formerly 1503PassengerProfileInfo101_308.rpt Updated Version   1/13/2016	This report is run for a single client or a group of clients, printing a separate form for each traveler associated with the client or client group.  Information such as email addresses, phone numbers and Credit Cards not associated with the traveler will not be displayed	No	Title, First Name, Middle Name, Last name, Gender, Citizenship, Birthdates, Department, Position, Phone Numbers, E-mail Address, Passport Number and expiration date, Citizenship, Credit Cards, Frequent Flier Cards, Hotel Cards, Car Cards, Other Cards, Air Preference, Car Preference, Hotel Preference, and Emergency Contact Information  Sample	Type of Extract- Individual or Group ID – Interface ID of Client or Full Group Name
Receipts – Excel ReceiptsExcel100.rpt Formerly 1511ReceiptsExcel100.rpt Updated Version   1/17/2016	This report was created for those who only have ClientBase but do not have Trams Back Office. The report recreates most of the data elements from the Receipts report found in Trams Back Office in an exportable format. The information can be used for inclusion in a different Back Office system that allows importation of data.	YES	Payment Date, Payment #, Payee, Amount, Form of Payment, Document ID  (CC/Ck #, etc), Branch, Remarks  Sample	Payment Date Range:   From:    To:
Unmasked Credit Cards Unmaskedcreditcards.rpt Updated Version   1/18/2016	List of all Credit Cards in Database that are “Unmasked” – not PCI Compliant.  Caution should be used in handling of this report. In most cases, the card should be deleted, but some may be re-entered in an acceptable format	No	Summarized by Travel Agent Res Card #, Credit Card Number, Expiration Date,    Client Name, Traveler Name (if Attached)  Sample	None

CLIENTBASE RES CARD ANALYSIS
ClientBase Res Card Analysis	Description	Excel	ClientBase Fields	Parameters
Close Ratio for Agent, Marketing Source, or Regions closeratioAgentMarketingDestinations.rpt Updated Version   1/29/2016	Displays Close Ratio based on Confirmed Reservations or Invoiced transactions. Optionally done by Agent, Marketing Source or Region. Can also select one or multiple branches.	No	Agent, Marketing Source or Region; Total Res Cards; Reservations or Invoices; Ratio; Average Days to Close; Average Trip; Average Commission; Trip Total; Commission Trip Total Sample	Date to and Date From; Reservations or Invoices;  Agent or Marketing Source or Destination; Branch

CLIENTBASE REVENUE/SALES ANALYSIS
ClientBase Revenue/Sales Analysis	Description	Excel	ClientBase Fields	Parameters
Revenue By Res Cards RevenuebyallRescards.rpt Formerly 1507RevenueByAllResCards101.rpt Updated Version   2/15/2016	Provides analysis of total Res Card where Reservation activity within the Reservation period.  So if you select Reservations during the month of May 2015, the report will select all Res Cards in total with activity during the month of May 2015.   The report can be run by Agent or Branch.	No	Res Card: Sales and Revenue (Commissions), passenger counts, and averages  Profiles: Client & Vendor Names, Agent Names, Branch Names Sample	Res Card Create Dates Reservation  Create Dates Trip Start Dates Branches Travel Categories
Revenue By Res Cards with Value Added Yields 3.09v: Revenue_ResCards_with_Yield.rpt Updated Version   6/20/2016 Formerly 1514Revenue_ResCards_with_Yield100.rpt 4.00v: Revenue_ResCards_with_Yield_4_0.rpt Updated Version   7/17/2016	Work with Res Cards to evaluate yields on adding insurance, shore excursions and service fees to basic sales of cruises and tours. Review all information on the first page of the report for further analysis ideas.	No	Res Card: Sales and Revenue (Commissions), passenger counts,  Profiles: Client & Vendor Names, Agent Names, Branch Names Sample	Res Card Create Dates Reservation Create Dates Trip Start Dates Branches Travel Categories
Revenue (and Sales) within Res Cards with Cruises RevenueWithinResCards.rpt Formerly 1508RevenueByCruiseResCards100.rpt Updated Version   2/25/2016	Complete Listing of Res Cards by Agency, Agent or Branch including Sales and Revenue. All Res Cards included in this report have a minimum of one Cruise Reservation within them.  Review all information on the first page of the report for further explanation of options	No	Res Card: Sales and Revenue (Commissions) including quotes, passenger counts,  Profiles: Client & Vendor Names, Agent Names, Branch Names Sample	Res Card: Sales and Revenue (Commissions), passenger counts,  Profiles: Client & Vendor Names, Agent Names, Branch Names
Preferred Suppliers by Travel Category Preferred_Suppliers_by_Travel_Category.rpt Updated Version   1/4/2016	This report relies on using TBO for it to have properly populated data. It does list the Res Card number when invoiced from CB.   Recommend use: Sales & Revenue Analysis – Suppliers within Travel Categories (below)  and the two related reports to identify exactly when Res Card Data is being invoiced.		TBO Tables Sample	TBO Revenue Recognized Date Range
Sales & Revenue Analysis – Suppliers within Travel Categories SalesandRevenuebyTravelCategorieswithFeeRealign ment.rpt Updated Version   6/21/2016	Analysis of Preferred Sales and Revenue for specific period by Travel Category. Identifies Suppliers with Revenue in Travel Category not associated with Supplier’s (Vendor Profile).  Includes summary by Travel Type which reconciles to TBO Core Management Report. Reports yields on Sales and Revenues for each Category as a percent of the next highest total. (TAMS developed and shared report) This report should be used in conjunction with “Cruise & Tour Revenue” and “Hotel & Car Revenue Report” which are designed to provide you with analysis of all of your transaction related data in Res Cards.	No	Res Card: Sales and Revenue Vendor Profile Preferred Status &  Travel Categories TBO Invoice, Booking and Payment Tables Sample	TBO Revenue  Recognized Date Range
Cruise & Tour Revenue CruiseandTourReport.rpt Updated Version   6/20/2016	Analysis of All Cruise & Tour Revenue included in Sales & Revenue Analysis (above) for the same period.   When presented at detail level, missing information is identified in Red.   See First Page of output for detail explanation of all data.  This report determines Passenger counts and calculates yields and average per passenger sales and revenue for Cruises and Tours. (TAMS provided report)	No	CB Res Card and Rescardreservation Table TBO Invoice, Booking and Payment Tables Sample	TBO Revenue Recognized Date Range
Hotel & Car Revenue HotelandCarReport.rpt Updated Version   6/20/2016	Analysis of All Hotel & Car Revenue included in Sales & Revenue Analysis (above) for the same period.   When presented at detail level, missing information is identified in Red.   See First Page of output for detail explanation of all data.  This report uses the first 2 letters of the Vendor Interface IDs, which in most cases is the Hotel Chain of the hotel, to summarize the data.  This report determines Hotel and Bed nights and calculates yields and average per hotel sales and revenue for Hotels and Car days for Cars. (TAMS provided report)	No	CB Res Card and Res Card Reservation Tables TBO Invoice, Booking and Payment Tables  Sample	TBO Revenue Recognized Date Range
ARC-BSP Reconciliation in Excel Format ARC-BSPReconciliationExcel100.rpt Formerly 1510ARC-BSPReconciliationExcel100.rpt Updated Version   1/13/2016	This report was created for those who only have ClientBase but do not have Trams Back Office. The report recreates most of the data elements from the ARC-BSP Reconciliation report found in Trams Back Office along with the Res Card number in an exportable format. The information can be used for inclusion in a different Back Office system that allows importation of data.	Yes	CB Res Card  Information related to Transactions Invoiced in Res Card.   Invoice Date   Form of Payment   Name of Supplier Paid   Amount Paid Sample	ARC-BSP Reconciliation Date From: ARC-BSP Reconciliation Date To
Sales Activity Invoiced By Res Card – Excel SalesActivityInvoicedByResCardsExcel100.rpt Formerly 1512SalesActivityByBookingExcel100.rpt Updated Version   1/17/2016	This report was created for those who only have ClientBase but do not have Trams Back Office. The report recreates most of the data elements from the Sales Activity report found in Trams Back Office along with the Res Card number, broken down by booking in an exportable format. The information can be used for inclusion in a different Back Office system that allows importation of data.	Yes	Invoice #; Res Card #; Invoice Issue Date; Client Name; Ticket #; Itinerary; Traveler; Vendor; Sales Amount; Commission Sample	Invoice Issue Date     From:    To:
Sales Activity by Invoice – To Excel SalesActivityByInvoiceExcel100.rpt Formerly 1513SalesActivityByInvoiceExcel100.rpt Updated Version   1/9/2016	This report was created for those who only have ClientBase but do not have Trams Back Office. The report recreates most of the data elements from the Sales Activity report found in Trams Back Office along with the Res Card number, broken down by invoice in an exportable format. The information can be used for inclusion in a different Back Office system that allows importation of data.	Yes	Invoice #; Res Card #: Invoice Issue Date: Client Name; Gross Fare: Net Fare; Commission; VAT Sample	Invoice Issue Date     From:    To:
Insurance Attachment Analysis (TAMS) InsuranceAttachmentAnalysisPaidInsurance.rpt New! Updated Version 06/21/2016	This report will identify all Insurance Sales and compute number of policies. The instructions which are on page 1 of the sample report are very comprehensive and explain exactly how it works.   The report is on an Accounting Period basis so the numbers should tie to TBO.   There is also a capability to include, for memo purposes, the insurance sales and revenue included regular Supplier Tour, Cruise etc. sales and revenue.  This is referred to in a section of this report as “Supplier Indicated Insurance”.		Supplier Name, Client Profile Name, Res Card #, Create Dates of Res Card and Reservation, Trip Start Date, Sales and Commission Amounts Sample	Payment Date Range
Res Card General Analysis 3.09 v: ResCardGeneralAnalysis.rpt New! Updated Version 06/23/2016 4.00 v: ResCardGeneralAnalysis_4_0.rpt Updated Version 07/16/2016	This report is a general purpose report that can separate Res Cards into those that “Have” and those “Do Not Have” specified Vendors (Suppliers) with a reservation in the Res Card.  It can be used to identify the Sales and Revenue of a group of suppliers, like Regent, Crystal, Silversea from the rest of the cruise lines.  Or it could be used to find all excursion vendor’s revenue.  The instructions for this report (page 1 of the sample) will guide you in its use.  You can name the report and the Have and Have Not Captions within the report.		Profile Name, Supplier Name, Vendor Profile #, Vendor Id, Res Card #, Res Card Create Date, Reservation Last Modified Date, Trip Start Date, Sales and Commission Amounts, Travel Category Sample	Create Date Trip Start Date Travel  Categories Vendor Profile # Vendor IDs Titles for Report and Have/Have Not

CLIENTBASE SUPPLIER REPORTS
ClientBase Supplier Reports	Description	Excel	ClientBase Fields	Parameters
Sales & Commissions Report by Supplier 2.0  3.09 v: RevenueReportbySupplier200.rpt Updated Version   1/30/2016 4.00 v: RevenueReportbySupplier200_4_0.rpt Updated Version   7/15/2016	Report includes all confirmed reservations for Res Cards that have not been	No	Res Card:  Create Date, Region (Not Working),  Reservation Create Date, total fare, taxes, commission cancelled   Sample	Start Date (earliest date in range)  Last Date (latest date in range) Which Date Range (Res Card Trip Start, Reservation create Date, or Date Res Card Created) Also Can Select All or one Supplier
Sales & Commissions Report by Supplier 2.0 Excel Export 3.09 v: RevenueReportbySupplierExcel200.rpt Updated Version   1/30/2016 4.00 v:  RevenueReportbySupplierExcel200_4_0.rpt Updated Version   7/15/2016	Same report as Sales by Supplier except set for export to excel.	Yes	Res Card Create Date; Res Card #; Region(not working); Client Interface Id; ResType; Trip Start Date; Trip End Date; Client Name; Confirm #; Travel Consultant; Supplier Name; Status; Base Amount; Tax Amount; Total Fare; Commission Sample	Start Date (earliest date in range)  Last Date (latest date in range) Which Date Range (Res Card Trip Start, Reservation create Date, or Date Res Card Created) Also Can Select All or one Supplier
Trip Duration – Supplier 3.09 v: Trip_Duration_Supplier.rpt Updated Version   1/21/2016 4.00 v: Trip_Duration_Supplier_4_0.rpt Updated Version   7/15/2016	Calculates various # of days for trips (1-4, 5-9, 10–14, 15–21, Over 21) Ranks clients by total Sales. Also allows running for all or one Supplier. Two Matrix’s prepared.   First By Supplier and Second by “Old” Destinations		First Section Lists Top 20 Suppliers, Largest Volume first, Displaying Number of Trips and Total Sales for each Day Range.   Sample	Start Date (earliest date in range)  Last Date (latest date in range) Which Date Range (Res Card Trip Start, Reservation create Date, or Date Res Card Created.) Also – All or one Supplier.
Vendor By Region Summary VendorByRegionSummary.rpt Formerly 1506VendorByRegionSummary100.rpt Updated Version   1/14/2016	Summary of All Vendor (Supplier) Reservations within Each Region. Res Cards must have a Confirmed booking in order to appear on the report. Dates are based on Res Card Reservation Date or Reservation Trip Start Date in CB. Sorting is by Res Card region and then by vendor. Different branches can be run by typing the 3 digit branch number separated by a comma (i.e. 000,002) or leave as asterisk (*) to run for all branches.		Total number of Res Card reservations, Reservation Total, Average Reservation, Commission Total, Average Commission for each vendor from ClientBase (CB).  Sample	Res Card Create Date or Trip Start Date: Enter Branches: All or Branch #s