What is Reporting?
Reporting is Tern’s built-in tool that helps you understand how your travel business is performing. It gives you access to real-time data such as sales, commissions, key performance indicators (KPIs), clients, and trips. Think of it as your central dashboard for evaluating your business activity and making informed decisions.
What You Can Do With Reporting
Tern’s Reporting suite allows you to review both high-level performance and detailed account activity. You can track monthly and yearly trends, compare earnings, monitor your sales progress, and examine commission data. You can also drill deeper into your underlying data, export reports, and use filters to focus on exactly what you need.
To better understand Reports, check out the following articles:
Why Reporting Matters
When you understand your business data, you’re able to plan ahead, spot trends, and identify opportunities for growth. Reporting helps simplify what’s working, what needs attention, and where your time is most valuable. Whether you’re an independent advisor or part of a larger agency, Reporting gives you the insight needed to elevate your business.
Types of Reports
At Tern, we build reports for both individual advisors and agency owners, recognizing that depending on your role, you may need different data to run your business effectively. We've built out key reports that are most relevant to help you get started quickly.
Deep dive into what reports are available for each role here:
Troubleshooting Tips
As you work through these articles and explore reports in Tern and your data doesn’t look quite right, there are a few things you can check before reaching out for support.
Filters: Sometimes filters may be too narrow, leaving you with empty charts.
Timeframe of data: You may also be viewing a timeframe with no activity or your data may not have finished syncing yet.
If a chart appears blank, check your date ranges first, followed by filters. Ensure your bookings or commissions are fully entered and that dates are correct.
If you’ve checked these items and still see issues, you can reach out to our team at [email protected]!