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How to Create Agency Reports

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

Written by Kendra Rader
Updated this week

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.


Click your Profile menu and select Bookings from the dropdown.

On the Bookings page, 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.



Once your filter options are chosen, locate the three-dot button on the far right of the filter bar.

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

You’ll be prompted to confirm that you’d like to proceed with the export.

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.

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