File-based delivery setup
The Portal Reports page is your go-to reporting destination. Use your Reports page to:
- Easily download all of your reports from one place
- View a summary of scheduled reports with their frequency, delivery method, format, and last run date
- Edit the name, frequency, time frame, data points, and recipients of your reports
- Check on any report failures
- Create entirely new scheduled or single-run reports
Get started
Log in on the Portal with the credentials your account manager will provide.
Once you’re logged in, select Analytics, then Reports from the left navigation menu. Once you’re on the Reports page, you’ll be able to select the report you want or create a new report.
Learn more about setting up reports on Portal
Our standard reports are flexible enough to have a variety of fields, delivery schedules, and file formats, but don’t require extra development. They include data from a curated list of fields, and can be edited from the Reports page. You can use these reports to build out customer cohorts for marketing campaigns, customer service support, or to pull data into your own systems. The data is not highly granular, but can be used for high-level evaluations.
Itineraries reports
The standard reports for Itineraries data can include information on Lodging only or on multiple lines of business (LOBs). You can select the dates and other criteria for the booking details they return. We’ve provided a curated list of more than 60 fields to choose from for Lodging and over 100 fields to choose from for multi-LOB reports.
Loyalty Earn reports
The standard reports for Loyalty Earn data, also known as accrual files or daily points reconciliation files, allow White Label Template partners who run a loyalty program to calculate their customers’ rewards. We list more than 30 fields for you to choose from and provide basic booking information along with the loyalty rewards earned.
File configuration options
When creating your reports in the Portal, you’ll start by specifying the file configuration, including the time frame to include, the frequency of file generation, how you’d like the report to be delivered, and what the file format should be. Each of these options has multiple choices so that you can make the report serve your needs.
The available values are:
| Time frame | Frequency | Delivery method | Format |
|---|---|---|---|
| Yesterday (default) | Daily (default) | Download via the Portal (default) | Excel (.xlsx) file (default) |
| Day before yesterday | Weekly | By secure file transfer protocol (SFTP) | Comma-separated value (.csv) file |
| Rolling 7-day week to date | Monthly | Pipe-delimited .txt file | |
| Month to date | Ad hoc | Tab-delimited .txt file |
File-naming conventions
If you download your file via the Portal, you can configure the file name however you like. For example:
Daily_Lodging_Transaction_Report-yyyymmdd(Lodging-only itineraries)Daily_Travel_Transaction_Report-yyyymmdd(multi-LOB itineraries)Daily_Earn_Report-yyyymmdd(loyalty program rewards reconciliation)
Standard report schemas
The default configuration settings for the standard transaction-level bookings report are:
- Time frame: Yesterday
- Frequency: Daily
- Delivery: Download via the Portal
- File format: Excel
For a list of fields available in our standard reports, see the file-based delivery pages for Itineraries and Loyalty Earn.