Zoho Analytics turns your Tourwriter data into reports that show what needs your attention, so nothing slips when bookings pile up. This guide covers the five busy season reports from our webinar. Two are pre-made and ready to use. Three you build yourself.

Note: When we say "Zoho" here, we mean Zoho Analytics, not the wider Zoho suite.

How Zoho Analytics works

Your Tourwriter data syncs into Zoho Analytics once a day. If something looks off while you are experimenting, the day's update may not have run yet. Check again tomorrow.

Changes you make in Zoho Analytics do not flow back to Tourwriter, so your booking records stay safe and you can experiment freely.

Data and reports

Your data lives in the tables marked with yellow icons on the left. Every part of Tourwriter feeds into one automatically, and each looks much like a spreadsheet.

Your reports are built on top of that data. There are four kinds.

• Tabular view, a spreadsheet-style table. The easiest place to begin.
• Summary view, which totals the figures for your query.
• Pivot view, the same pivots you build in a spreadsheet.
• Chart view, for graphs and trends.

Help centre and cheat sheet

The Tourwriter help centre has several useful resources on Zoho Analytics.

The five reports

• Supplier bookings. Every upcoming supplier booking in one view. Spot what is not yet confirmed, and gather all bookings for a single supplier into one list.
• Customer arrival chart. How many travellers land in a given week or month, so you can plan staff cover and on-call hours.
• Incoming payments. Which traveller payments have arrived and which are still owed.
• Supplier payments. Which suppliers you have paid, and which still need paying.
• B2B agent reports. An overview of what you are doing with each agency and agent. Covered in a follow-up video.

The first two are pre-made. The next two you build. Here is how to do both.

Customising a pre-made report

1. Open the report and click the three dots in the top corner.
2. Choose Save as, then name your copy and pick a folder. This keeps the original report intact so you can always return to it.
3. Click Edit design.

In the editing view, every available column sits on the left. Tick and untick columns to add or remove information, and drag them to reorder. To drop pricing, untick anything with a figure beside it. The generate button previews your changes live.

Filters and grouping

There are two kinds of filter. A filter removes information from the report entirely, such as hiding confirmed bookings so you only see what needs attention. A user filter adds a dropdown you can change in view mode, such as picking one supplier or a date range. Drag a field into the user filter area to add one.

Grouping organises a flat list. Group by section puts the supplier name on its own row with bookings underneath. Group by block puts the supplier name in the first column with details to the right. A field can sit in your columns or your grouping, not both, so untick it from columns first.

Save when you are done. Zoho also prompts you if you close without saving.

Building a report from scratch

Before you start, write down every field you want to see, then build to that list.

1. From the reports page, choose Create and pick Tabular view.
2. Choose your data table. For traveller payments, that is Minimum payment detail. Search the table list by name rather than scrolling.
3. Add fields by searching the columns. For incoming payments, add status, due date, name, type, amount, amount paid, currency, and date paid.
4. Group by status to see what still needs action.
5. Add a user filter for the payment due date.
6. Save the report into a folder with a name you will recognise.

Supplier payments works the same way using the Supplier payment detail table. Add supplier name, status, amount, and amount paid, then group by supplier name.

Stick to the fields in the table you have chosen. Zoho can combine several tables through a query table, which is a more advanced step our team can set up for you, but a single table covers most busy season reporting.

Sharing and exporting

Build one report for your sales lead and another for operations, then let each click a link to find what they need.

Currencies

Zoho reflects whatever you set in Tourwriter. Incoming payments show in the itinerary currency. Supplier payments show in each supplier's currency, so an itinerary with several supplier currencies shows each line in its own. To total across currencies, export the report and apply your exchange rate in a spreadsheet. Add the currency column from the field list to see it.

Archived itineraries

Every itinerary data table has an active field marked true or false. False means archived. Check the minimum itinerary detail table. This helps with a tidy-up once the rush passes, when you can pull a list of itineraries to fix or archive.

Next steps

1. Bookmark the help centre Zoho link and your own copy of the cheat sheet.
2. Save one pre-made report as your own, customise it, then share or export it.
3. Build one report from scratch using a data table from the cheat sheet.

For questions, our support team is one click away in the app, or at support@tourwriter.com.