Who Sees Which Reports
Most reports come in two versions:
Your reports ("Your Sales and Expected Commission," "Your Clients" and so on) show only bookings, clients and trips you own. Every advisor has them.
Agency reports ("Agency Sales and Expected Commission," "Agency Clients" and so on) cover everyone in your agency. Only agency owners and admins see them.
Report Builder and AI Assist (both require Tern Pro) follow the same split. Every data source name ends in "(Individual Advisor)" or "(Agency)":
(Individual Advisor) data sources, like Bookings (Individual Advisor), show each person only their own data.
(Agency) data sources, like Bookings (Agency), cover everyone in your agency. Only agency owners and admins can open them.
If you're an agency owner or admin who also books trips, use your reports for your own business, or filter an agency report by Advisor Full Name.
If you're an agent or collaborator, you can't open agency data, and changing a report's filters won't change that. This includes a report built on an "(Agency)" data source, even when it's shared with your agency or you built it yourself. Use your reports, or, if you have Tern Pro, a report built on "(Individual Advisor)" data. See Reporting Overview → Troubleshooting if a report shows "No data found" or says you don't have access to its data source.
Dates
Booking date: the booking's Date booked. It's set to today when you mark a booking Booked, and you can change it. It isn't when the trip was created. Sales, bookings and KPIs count by booking date. A booking dated in the future doesn't count toward month-to-date or year-to-date totals until that date. If the date is wrong, edit the booking.
Travel start and end date: when the travel begins and ends. If a booking has only one of the two, reports use it for both, so a one-day activity or transfer starts and ends the same day. If a booking has neither, reports use the trip's dates. For anything longer than a day, enter the real end date. Back Office → Bookings shows only the dates entered on the booking.
Expected commission date: when you expect the supplier to pay. Your agency's payout settings can fill it in.
MTD and YTD: month to date (the 1st through today) and year to date (Jan 1 through today). On KPI tiles, a month-to-date number is compared with the same days of the same month last year. A year-to-date number is compared with the same days of the most recent earlier year that has data.
Sales
Gross sales: what travelers pay for booked bookings. Canceled bookings don't count.
Room nights: rooms × nights for booked lodging, including lodging in a package.
Product type: Lodging, Flight, Cruise, Package, Travel Insurance, Information, Options or Other Service. Activities and transfers show their subtype, or Activity or Other Transfer if none is set. Imported bookings show Booking Import or GDS Import.
Supplier: the supplier on the booking, not your agency's preferred supplier list. To fix a report, fix the booking.
Booking location: where the booking takes place: the property, else the activity's start location, else the port. A package lists every place in it.
Client Residence State: where the client lives. Use this, not Booking US State, for Seller of Travel reporting.
Commission
Expected commission: the commission entered on a booked booking, counted by its expected commission date.
Received commission: commission a supplier paid that's been logged in Tern, by your agency or by you if you're independent. Money your agency pays you is a payout.
Income: your share. Your reports show your share after your agency's split. Agency reports show the full commission and Agency Income, the agency's share.
Adjustments: Bonus, Credit, Fee, Override, Recall, Tax and Other. They show in received commission reports, not in sales.
Commission Status
Upcoming: nothing received yet, and the expected commission date hasn't passed or isn't set.
Overdue: nothing received yet, and the expected commission date has passed.
Partial: some received, and the booking is still expecting more.
Received: received, and nothing more expected.
Canceled or Non-commissionable: not owed.
Note: A booking with no expected commission date never turns Overdue. Your Sales and Expected Commission lists traveled bookings that are missing one, so you can fill them in.
Payout Status
Paid: paid out.
Ready: can be paid now.
On hold: the release date is in the future, or a payout it depends on isn't paid yet.
Clients and Trips
Your clients: contacts you own. Agency clients: contacts shared with the agency, whoever owns them.
VIP clients: a ranking by lifetime gross sales, not a setting.
Dormant clients: last completed trip ended more than 180 days ago. Clients who've never traveled aren't included.
Upcoming birthdays: birthdays in the next 30 days.
Stale trip: not canceled, traveling or traveled, no booked bookings, and no updates in more than 14 days.
Trip stage: Planning, Stale, Booked, Traveling, Traveled or Canceled.
Proposal rate: share of leads published to the client. Booked rate: share of leads with a booking. Client approval rate: share of proposals the client approved.