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How to Create Agency Reports

Learn how to create Agency Reports from Booking Data in Travefy.

Written by Kendra Rader

Travefy gives you access to clean, structured report data that you can easily export into tools you already use—like Excel or Google Sheets—so you can start answering revenue, commission, and performance questions right away.

Follow the steps below to see how you create Agency Reports from exporting your Bookings in Travefy.


1. Click your Profile menu and select Bookings from the dropdown.

2. Select your Filters

Select the Filters button to choose what information your report is based off of.

Available filter options include:

  • Reconciliation status

  • Travel on dates

  • Booking on dates

  • Supplier

  • Advisor

This lets you narrow down your Agency Report to exactly the information you need.


3. Locate the three-dot button on the far right of the filter bar.

4. Click the three-dot menu and choose Export Current View.

5. Confirm Export Bookings

Once confirmed, Travefy will begin processing your Agency Report. This may take a few minutes.

When the Agency Report is complete, you’ll receive an email with your exported booking data.

📊 Start analyzing right away. Don't have a spreadsheet set up yet? The Travefy Agency Reports Template is ready to copy and use — built to work with the data you'll export from Travefy.

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