Data Syncing
The Reporting dashboard is designed to be clean, intuitive, and flexible. While data appears regularly, some updates may take time to sync after new bookings or commissions are entered. The data in Reporting syncs every 15 minutes so if you don’t see your most recent data, revisit your reports after 15 minutes.
Charts & Graphs
Tern’s charts and graphs help you visualize your business performance at a glance. One of the most common views you’ll see is the comparison of MTD vs. YTD. MTD charts show what you’ve accomplished in the current month so far, while YTD charts display your progress from the start of the year. Together, they help you understand both your short-term and long-term trajectory.
Most charts include a trendline, which shows the overall direction of your data. This line makes it easy to see whether your performance is rising, leveling out, or declining, without needing to inspect each individual data point.
When you hover your cursor over a point on a chart, you’ll see a “hover dot” appear. This dot reveals the exact value at that moment in time. For example, hovering over a point on your Received Commission (MTD) graph will show the exact amount received on that date. Hover dots allow you to look deeper at your data without switching screens.
When you are first getting data to appear in Tern, you may see a graph like the ones below. A perfect upward diagonal line usually means there was no prior data before your first recorded value—this often happens when you’re new to Tern or have just started tracking a particular metric. A completely horizontal line means no new activity has occurred during the selected timeframe.
Understanding these visual cues makes it easier to interpret your data quickly, even without diving into the underlying details.
Using Filters
Depending on the Report, you can refine it using page filters, allowing you to select specific advisors, agencies, booking dates, travel dates, or suppliers. Filters help you narrow your view so you’re seeing exactly what matters in that moment.
Steps
At the top of the Report, click on a filter you would like to adjust
Date Filters - Filters regarding dates will allow you to choose between rolling or fixed data points. Each has their own options to allow you to drill down to the specific dates you’re looking for. An example of a Date Filter would be Booking Date or Travel Start Date.
Value Filters - Value Filters list a set of values associated with that Filter’s data allowing you to include or exclude specific data from your report. For example, the Suppliers Filter will show a list of all of the Suppliers that have had bookings allowing you to filter and see the data associated with a specific supplier.
Once you have selected the filter you are looking for, click Apply
The data on the report will automatically adjust to your new filters
Love this specific view? Save it!
Use Case
I need to report what my sales numbers are for the state of Florida to submit for my Florida Seller of Travel reporting. In this case, I would navigate to Your Sales or Agency Sales, depending on who is running the report, and create a filter for the Booking Date range I’m looking for as well as a filter for the US State.
Sorting Tables
Each data table allows you to sort columns by clicking on the header. This is helpful when you want to quickly view highest sales, earliest travel dates, or largest commissions.
Steps
Find the column header you are looking to sort by
Click on the column header to sort the data in a descending order
Click again to sort the data in an ascending order
Click again to remove the sorting
Use Case
In the table above, I want to know what the top 5 Suppliers are that our Agency is booking based on Gross Sales so I clicked on the Gross Sales header once to sort the data from the largest sales to the smallest sales.
Saved Views
Once you've applied filters to a dashboard view you also have the option save that customized view as a "Saved View".
Steps to Create Views
Select the appropriate filters for the view you would like to create.
Select “Save View” in the top left corner
Enter a name for your new view and click Save
Now your Report will show your view in the top left corner with a drop-down arrow
Steps to Manage Views
Click on the current view you are looking at in the top left corner
Click on Manage Views
You can rename your views of this report or delete views you no longer want
Once finished, click save
Steps to Remove View
Click on the current view you are looking at in the top left corner
Click Reset Liveboard
Resetting the Liveboard removes the current view so that none of the data is filtered. You can always go back to the view by clicking “select view” in the top left corner
We encourage you to explore this feature and start saving your views to enhance your workflows!
Video:
Use Case
I want to create a view for my 2026 sales with Royal Caribbean to quickly and easily track my progress.
Underlying Data
One of the most powerful features is Show Underlying Data, available from the three-dot menu on the right side of most modules. This opens a detailed view of the rows behind the summary numbers. From there, you can customize columns, drill down into specifics, and export your data for further analysis.
Steps
Using the 3-dot menu on the right
This opens a modal with the displayed data, and lets you 'edit columns'.
From there, you can add any columns you want to the display to further drill in and export data.
Use Case
I have a significant amount of sales that aren't categorized by a supplier so I want to understand why that's the case.
If you need to download information, you can use the same three-dot menu to export it as a file—perfect for accountants, personal tracking, or agency reporting.