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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.

βœ… Export client folder data into Excel CSV for analysis
βœ… Filter reports by booking period, traveler details, or providers
βœ… Analyze booking trends, hotel performance, and sales insights
βœ… Monitor popular destinations and seasonal booking trends

πŸš€ Objective: Learn how to easily extract, filter, and analyze client folder reports to enhance decision-making and performance monitoring.

Extracting client folder data πŸ“₯

You can extract data for both hotels and experiences directly from the Client Folders view.

Steps to extract your booking report:

  • Go to Client Folders in the left menu

 

  • Click on β€œExtract to CSV” in the top-right corner

 

  • Open the file in Excel or Google Sheets

 

πŸ“Œ Example: Need to analyze Q1 performance for Southeast Asia? Use the β€œBooked on” filter to select January–March and focus on countries like Thailand or Vietnam.

πŸ’‘ Tip: Extract reports every month and name them clearly (e.g., Hotel_Bookings_Feb2025.csv) to track progress over time.

 

Understanding your report structure πŸ“‘

Extracted KOOB hotel booking reports include essential data fields to help manage bookings effectively:

Key Data Fields:

Data Field Description
πŸ“… Created By The TO user who created the booking
πŸ“‚ Folder Name Name of the Client Folder linked to the booking
πŸ”– Folder Reference Custom reference used to group bookings under the same client folder
πŸ“Œ Status Sent, Confirmed, Refused, Canceled, Pending
πŸ“† Start Date (Folder) Start date of the trip
πŸ“† End Date (Folder) End date of the trip
πŸ‘€ Main Guest Name Lead traveler name
🏨 Provider DMC or bedbank handling the booking
πŸ‘₯ Number of Guests Total number of travelers
πŸ”’ Number of Bookings Count of individual bookings within a Client Folder
πŸ”„ Updated At Most recent update timestamp
πŸ‘Ά Number of Children Number of children in the booking
πŸ§‘ Number of Adults Number of adults in the booking
🏨 Hotel/Experience Name Product name (hotel or activity)
🌍 City Destination city of the product
πŸ“… Booked On Date the booking was created
πŸ“… Start At Check-in / Experience start date
πŸ“… End At Check-out / Experience end date
🀝 Partner Name DMC partner managing the booking
πŸ” Internal Reference KOOB system reference
πŸ”– Reference Code External supplier reference code
πŸ› Room Name(s) Hotel room category (if hotel)
πŸ›Œ Room Information Bed type, setup or configuration
🏷 Promotions / Supplements Extra services, discounts, or required supplements
🏒 Tour Operator Name Your TO account name
🌐 Network Name Division within your TO company
πŸ“ Notes Internal notes or special client requests
🎟 Allotments Whether booking used a contracted allotment
πŸ’° Total Price Final selling price (including extras, taxes)

πŸ“Œ Example: Sort by 🌍 City and 🏨 Hotel/Experience Name to see which products are top sellers in each destination.

πŸ’‘ Tip: Add color codes in Excel to highlight high-margin products or filter by πŸ‘₯ Number of Guests to analyze group trends.

 

 

Analyzing extracted data πŸ“Š

Utilize your extracted reports to gain valuable insights:

Performance by TO User/Admin

  • Identify top-performing team members by bookings created.

  • Monitor modifications and oversee administrative control.

 

Booking Trends & Seasonality

  • Track monthly or quarterly booking volumes.

  • Highlight peak and low travel seasons.

  • Year-over-year performance comparisons.

πŸ“Œ Example: Identify July and December booking peaks to enhance seasonal promotions.

πŸ’‘ Tip: Visualize booking trends easily using Excel charts.

 

Demographic Insights (Adults & Children)

  • Differentiate family travel from solo bookings.

  • Pinpoint popular experiences by demographic groups.

πŸ“Œ Example: If bookings frequently include children, consider enhancing family-focused travel offerings.

πŸ’‘ Tip: Sort data by adult and child traveler counts to identify trends in group vs. individual travel.

 

Hotel & Supplier Performance

  • Determine hotels with the highest/lowest booking frequencies.

  • Compare booked nights per destination.

  • Evaluate usage of direct DMC contracts versus bedbanks.

πŸ“Œ Example: High cancellation rates at certain hotels may prompt a review of supplier contracts.

πŸ’‘ Tip: Filter data to separate bookings by supplier type (DMC vs. bedbank).

 

Revenue & Pricing Analysis

  • Calculate average booking prices per destination.

  • Review revenue generated by provider or package type.

πŸ“Œ Example: Japan itineraries generating higher revenue compared to Thailand might redirect marketing strategies.

πŸ’‘ Tip: Use Excel’s SUM function to aggregate revenue by provider or package.

 

 

Takeaways

βœ… Easily export reports to CSV for instant data analysis.
βœ… Comprehensive and customizable filters enhance business intelligence.
βœ… Centralized tracking across hotels, experiences, and destinations.
βœ… Monitor seasonal and demand trends for better forecasting.
βœ… Evaluate supplier performance to optimize partnerships.

FAQ

Q : Can I filter reports by specific date ranges?
🟒 Yes, KOOB allows filtering by customized booking periods, ideal for seasonal trend analysis.

Q : Are reports compatible with Excel analysis tools?
🟒 Absolutely! Reports export as CSV files, fully compatible with Excel's pivot tables and chart tools.

Q : How frequently should I analyze booking reports?
πŸ“… Regular monthly or quarterly analysis is recommended, aligning with business review cycles and travel seasons.

Q : Can I identify top-performing destinations easily?
🟒 Yes, simply use Excel sorting or pivot tables to highlight top-selling destinations quickly.

 

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Need help? Visit the KOOB Knowledge Base or contact KOOB Support πŸš€