How to extract client folder reports and summaries?
KOOB provides detailed reporting tools allowing Tour Operators (TOs) to analyze booking performance, track client folders, and monitor travel data. By exporting reports, TOs can review booking history, client details, provider statistics, and revenue insights efficiently.
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Export client folder data into Excel CSV for analysis
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Filter reports by booking period, traveler details, or providers
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Analyze booking trends, hotel performance, and sales insights
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Monitor popular destinations and seasonal booking trends
π Objective: Learn how to easily extract, filter, and analyze client folder reports to enhance decision-making and performance monitoring.
Extracting client folder data π₯
You can extract data for both hotels and experiences directly from the Client Folders view.
Steps to extract your booking report:
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Go to Client Folders in the left menu
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Click on βExtract to CSVβ in the top-right corner
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Open the file in Excel or Google Sheets
π Example: Need to analyze Q1 performance for Southeast Asia? Use the βBooked onβ filter to select JanuaryβMarch and focus on countries like Thailand or Vietnam.
π‘ Tip: Extract reports every month and name them clearly (e.g., Hotel_Bookings_Feb2025.csv
) to track progress over time.
Understanding your report structure π
Extracted KOOB hotel booking reports include essential data fields to help manage bookings effectively:
Key Data Fields:
Data Field | Description |
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π Created By | The TO user who created the booking |
π Folder Name | Name of the Client Folder linked to the booking |
π Folder Reference | Custom reference used to group bookings under the same client folder |
π Status | Sent, Confirmed, Refused, Canceled, Pending |
π Start Date (Folder) | Start date of the trip |
π End Date (Folder) | End date of the trip |
π€ Main Guest Name | Lead traveler name |
π¨ Provider | DMC or bedbank handling the booking |
π₯ Number of Guests | Total number of travelers |
π’ Number of Bookings | Count of individual bookings within a Client Folder |
π Updated At | Most recent update timestamp |
πΆ Number of Children | Number of children in the booking |
π§ Number of Adults | Number of adults in the booking |
π¨ Hotel/Experience Name | Product name (hotel or activity) |
π City | Destination city of the product |
π Booked On | Date the booking was created |
π Start At | Check-in / Experience start date |
π End At | Check-out / Experience end date |
π€ Partner Name | DMC partner managing the booking |
π Internal Reference | KOOB system reference |
π Reference Code | External supplier reference code |
π Room Name(s) | Hotel room category (if hotel) |
π Room Information | Bed type, setup or configuration |
π· Promotions / Supplements | Extra services, discounts, or required supplements |
π’ Tour Operator Name | Your TO account name |
π Network Name | Division within your TO company |
π Notes | Internal notes or special client requests |
π Allotments | Whether booking used a contracted allotment |
π° Total Price | Final selling price (including extras, taxes) |
π Example: Sort by π City and π¨ Hotel/Experience Name to see which products are top sellers in each destination.
π‘ Tip: Add color codes in Excel to highlight high-margin products or filter by π₯ Number of Guests to analyze group trends.
Analyzing extracted data π
Utilize your extracted reports to gain valuable insights:
Performance by TO User/Admin
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Identify top-performing team members by bookings created.
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Monitor modifications and oversee administrative control.
Booking Trends & Seasonality
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Track monthly or quarterly booking volumes.
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Highlight peak and low travel seasons.
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Year-over-year performance comparisons.
π Example: Identify July and December booking peaks to enhance seasonal promotions.
π‘ Tip: Visualize booking trends easily using Excel charts.
Demographic Insights (Adults & Children)
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Differentiate family travel from solo bookings.
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Pinpoint popular experiences by demographic groups.
π Example: If bookings frequently include children, consider enhancing family-focused travel offerings.
π‘ Tip: Sort data by adult and child traveler counts to identify trends in group vs. individual travel.
Hotel & Supplier Performance
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Determine hotels with the highest/lowest booking frequencies.
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Compare booked nights per destination.
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Evaluate usage of direct DMC contracts versus bedbanks.
π Example: High cancellation rates at certain hotels may prompt a review of supplier contracts.
π‘ Tip: Filter data to separate bookings by supplier type (DMC vs. bedbank).
Revenue & Pricing Analysis
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Calculate average booking prices per destination.
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Review revenue generated by provider or package type.
π Example: Japan itineraries generating higher revenue compared to Thailand might redirect marketing strategies.
π‘ Tip: Use Excelβs SUM function to aggregate revenue by provider or package.
Takeaways
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Easily export reports to CSV for instant data analysis.
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Comprehensive and customizable filters enhance business intelligence.
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Centralized tracking across hotels, experiences, and destinations.
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Monitor seasonal and demand trends for better forecasting.
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Evaluate supplier performance to optimize partnerships.
FAQ
Q : Can I filter reports by specific date ranges?
π’ Yes, KOOB allows filtering by customized booking periods, ideal for seasonal trend analysis.
Q : Are reports compatible with Excel analysis tools?
π’ Absolutely! Reports export as CSV files, fully compatible with Excel's pivot tables and chart tools.
Q : How frequently should I analyze booking reports?
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Regular monthly or quarterly analysis is recommended, aligning with business review cycles and travel seasons.
Q : Can I identify top-performing destinations easily?
π’ Yes, simply use Excel sorting or pivot tables to highlight top-selling destinations quickly.
Related Articles
- How to extract booking reports and data?
- How to track total bookings and revenue?
- How to compare booking growth over different periods?
- How to analyze confirmed vs. canceled bookings?
- How to identify top-selling destinations ?
- How to measure DMC performance?
- How to track the most booked hotels and experiences?
- How to analyze customer behavior and repeat clients?
- How to monitor seasonal trends and peak travel periods ?
Need help? Visit the KOOB Knowledge Base or contact KOOB Support π