Overview

TravelJoy currently offers four reports, each with their own filtering and viewing options.

• Commissions & Sales Report
• Direct Payments Report
• Bank Transfers Report
• Funds Report

Each of these reports can be exported as a spreadsheet, making it easy to email a copy of the report to your accountant or import it into your bookkeeping software. 

Commissions & Sales Report

The Commissions and Sales Report offers a summary of your sales and commissions filtered by date range, a detailed and editable report of your sales and commissions sortable by various criteria, and a detailed and editable report of your payments (upcoming and due) sortable by various criteria. You can also access a version of this report tailored to each currency you've invoiced for in TravelJoy. Team owners can also view their individual team member’s commissions & sales as well as an overall report for their team. See more about these reports here.

Direct Payments Report

The Direct Payments Report offers a list of your paid and unpaid direct invoices. This report includes the invoice, status, amount, charge date, processing fee, and payout status for all direct payments. It can be sorted by paid/unpaid/all and filtered by any date range. It can also be exported and printed with a click. Learn more about the Direct Payments report here.

Bank Transfers Report

The Bank Transfers Report shows the status of your withdrawals from trip and group Funds balances, as well as other transactions such as client refunds. This helps you quickly and easily track all deposits into your checking account, including the totals and individual transactions included in each deposit. Check out our guide for the Bank Transfers report here.

Funds Report

The Funds Report will provide an overview of direct payments collected, current balances, and a breakdown of all balances for each trip and group where direct payments are being collected. By default, this report will sort by balance.