Reporting shows your sales, commission, clients and trips. It updates within seconds of any change in Tern.
Three things to know:
If it's in Tern, you can report on it. If it isn't, you can't. Profit is the classic example: Tern doesn't know your expenses.
Reporting is read-only. To change a booking or record commission, do it in Tern itself.
Knowing which field to use is half the work. Similar fields live in more than one place, so expect a few tries.
The Reporting Tabs
Go to Reporting in the top navigation.
Reports: Tern's dashboards and saved queries, plus any reports you or your agency saved. Included with every plan.
Report Builder: build your own table or chart from your data. Requires Tern Pro.
AI Assist: ask a question in plain English and get a chart or table back. Requires Tern Pro.
Not sure which report answers your question? See Where to Find It in Reporting.
Without Tern Pro, Report Builder and AI Assist show an upgrade option instead. If you use up your monthly AI allowance, AI Assist keeps your earlier answers but won't take new questions until your billing date.
Your Reports and Agency Reports
Most reports come in two versions: one for your own business, and one for your entire agency. Only agency owners and admins see the agency versions. See Key Reporting Terms for the details.
What Counts in Reports
A booking counts once it's marked Booked on the trip's Booking & Pricing tab. Moving a trip to a "Booked" column on your trip board doesn't change its bookings.
"Your" reports count only bookings you own. A booking owned by another advisor shows up in their reports.
Changes show up within seconds. There's no sync to wait for.
Filtering a Report
Use the filters at the top of a dashboard to narrow it down.
Date filters, like Booking Date or Travel Start Date, can be rolling (like "This year") or fixed (like Dec 1-31). If your pay period isn't a calendar month, use a fixed range.
Value filters, like Supplier, include or leave out specific values.
Most dashboards show everything booked through today until you add a date filter.
To report by when clients travel, set Travel Start Date and clear any Booking Date range. For trips that start and end inside a window, set Travel Start Date on or after the start and Travel End Date on or before the end.
Note: "On" means that exact day only. A Travel Start Date set to "On 01/01/2027" shows only trips that start on January 1, 2027. To see a range, use "on or after" and "on or before."
To leave out non-commissionable bookings: open the Commissionable filter, go to the Include tab, check true and click Apply. Don't use the Exclude tab with true. That removes your commissionable bookings and can show $0.
Saving a View
Click Save View to keep a set of filters. A view with a rolling date like "This year" stays current, so you don't need a new one each January. Saved views are yours. Others in your agency don't see them.
To rename or delete a saved view, click the view name in the top left, then Manage Views. Make your changes and click Save.
To go back to the dashboard with no saved view applied, click the view name in the top left, then Reset Dashboard. Your saved view isn't deleted. You can pick it again from the same menu.
Exploring a Tile
Click Explore on any tile to filter it, add columns, change how it's grouped, or compare time periods.
Note: Explore can only add columns from the tile's own data. It can't list the trips or clients behind a KPI number. Open the Trips or Sales and Expected Commission dashboard for that.
Downloading a Report
Open a tile's menu and choose Download CSV, or download it as Excel, PDF or PNG. You get exactly what the tile shows, with your filters applied.
Building Your Own Report
With Tern Pro, you can build, save and share your own reports in Report Builder, copy any dashboard chart, or ask AI Assist. See Building a Custom Report.
Without Tern Pro, you can still filter any built-in report, save a view, use Explore and download tiles. Those work on every plan.
Troubleshooting
A chart is blank or shows $0
Check the date range first. A month-to-date tile shows 0 until something is booked this month. Then look for a filter that's too narrow, and make sure the booking is marked Booked with a booking date inside the range.
A KPI tile says "Comparison point unavailable"
There's nothing to compare it with. A month-to-date tile compares with the same days last year, so it shows this if nothing happened in those days last year. It fills in on its own once there's something to compare.
A booking is missing
My dashboard totals don't match a report
The totals on your home dashboard count every booked booking by booking date, non-commissionable ones included, with no filters. A report with a date or Commissionable filter can show less.
A practice trip shows up in my sales
Delete the trip or cancel its bookings. Marking a booking non-commissionable doesn't take it out of sales.
"No data found" or "You do not have view or edit access to the data source"
If the report uses a data source ending in "(Agency)," it was built on your agency's data, and only agency owners and admins can open that. This applies to reports shared with your agency and to reports you built before. Changing the filters won't bring your numbers back.
To see your own numbers, open your version of the report. If you have Tern Pro, you can also rebuild it in Report Builder, which starts on your own data. To keep a report you already built, contact Tern support and we'll switch it to your own data.
"You need edit access for this action"
Tern's built-in reports are view-only, so you can't save changes to them. To keep a set of filters, click Save View. To change a chart itself, make your own copy with Tern Pro. See Building a Custom Report.
"This chart has been disabled by your administrator"
This message comes from our reporting tool, not from your agency's settings. Nobody at your agency turned anything off, and there's no setting for it. It can appear on a report saved from AI Assist. Your data is still there.
To fix it, open the report in Reporting → Reports. Click ···, then Switch to classic chart, then Apply. Click the table icon next to the title, then ··· and Save. If the message comes back, contact Tern support.
If a report shows "Query timed out," "Pinboard failed to load" or error code 12121, or Reporting won't load, contact Tern support with a screenshot of the error.