Report types overview

  • Updated

Additional information is available to FareHarbor employees.

Effectively oversee your operations with the support of FareHarbor’s comprehensive range of reports. You can locate them on your FareHarbor Dashboard by navigating to the Reports tab.

Note: If you can't see the Reports tab, it's likely that you don't have the relevant user permissions. If this is the case, we advise getting in touch with your FareHarbor administrator.

Exploring top-level metrics

The Overview page provides key reporting data, enabling you to quickly access important metrics. 

The date range of the report can be adjusted via the dropdown at the top of the page. The date range options include Last 7 days (default), Today, Yesterday, Last month, This month, and This year.

All the metrics in the report except for the year-over-year graph are displayed based on the selected date range.

By default you land on the Performance tab but you can also access the Distribution tab for an overview of where your bookings are coming from.

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Performance tab

Use the Performance tab for a quick overview of how your business is performing (bookings, guests hosted, revenue collected, and top Items) without building or configuring a report.

Performance tab metrics:

  • Bookings Received: Your total bookings created regardless of availability date, payment status, or cancellation status. 
  • Pax Hosted: The total number of booked customer types for all uncanceled bookings based on availability date.

  • Gross Transaction Collected: Your total revenue (gross transaction based on gross payment minus gross refund).

    Note: Each of the above three metrics also shows a year-over-year trend (X% vs same time last year) for the same date or date range last year.

  • Next Payout: The amount and scheduled date of your next payout. (Note: Click on the metric to directly access your Payouts report.)

  • Year over year (YoY) graph: Compare this year’s monthly performance against last year’s and see your overall progress toward last year's full-year total (X% of last year's total). The YoY data is updated every 24 hours and includes results up to yesterday. 

    Note: Year over year is intended to serve as a general indicator of performance and is not a comprehensive financial report.

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    • You can switch to Table view to explore more granular monthly metrics.

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    • Select View report (the arrow next to the Chart/Table toggle) to open a report for further customization.
  • Top Items (by Availability date): An overview of your top five items from uncanceled bookings ranked by gross transaction. In other words, your five best-selling activities.
  • Payment Type Breakdown: A breakdown of your revenue amounts based on payment type (credit card, cash, payment link, etc.) sorted by Payment created date.
  • Booking Source Breakdown: A breakdown of your bookings based on their source (online, direct, affiliate, etc).
  • Transaction vs Refund Breakdown: A breakdown of your gross payments and gross refunds grouped by the payment creation date. The number on each bar is your gross transaction (payment minus refund) for each day or month in the selected range.

Distribution tab

Use the Distribution tab for a quick overview of where your bookings and revenue are coming from (online, direct, affiliate channels, and other booking sources) without building or configuring a report.

Distribution tab metrics:

  • Top Booking Source: The booking source with the most bookings out of the total number of bookings.
  • Bookings Received from Affiliates: The number of bookings received from affiliates.
  • Gross Transaction from Affiliates: The total gross transaction from affiliate bookings with a trend compared to the same period last year.
  • Top Affiliate: The affiliate with the highest booking total. You can also see the affiliate’s number of bookings and booking total amount.
  • Booking Source Distribution: This stacked column chart shows the booking totals broken down by booking source.
  • Top Affiliates: A list of your top affiliates ranked by booking total showing affiliate name, booking source, affiliate type, booking count, and booking total.

  • Pax Breakdown by Affiliates: This donut chart shows the % of the total number of hosted guests (pax) distributed across affiliates. Smaller affiliates are grouped as Others.

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Performance reports

Performance reports focus on top-level sales and bookings information, providing metrics for efficient leadership review. These reports include:

  • Sales by item: A summary of transactions organized by item
  • Sales by user: A summary of transactions, organized by the user who created the transaction
  • Sales by availability: A summary of transactions grouped by availability
  • Bookings by item: A summary of bookings grouped by item
  • Bookings by user: A summary of bookings organized by the user who made the booking
  • Item occupancy: A summary of how much of an item’s capacity is being booked within a given date range. (Note: At the moment, this report only includes items that do not use resources.)
  • Affiliates and agents: A summary of affiliate bookings organized by the agent tagged on the booking; available if you work with affiliates. Previously known as the Agents report
  • FHDN bookings: A summary of bookings associated with a FareHarbor Distribution Network (FHDN) affiliate’s Dashboard
  • Combos: A summary of bookings that include a combo; available if combos are enabled for the Dashboard

Operations reports

Operations reports can help support and streamline internal business processes. These reports include:

  • Booking details: All bookings for a specific date range, along with detailed information for each
  • Canceled bookings: A summary of canceled bookings. grouped by item; previously known as the Canceled report
  • Crew: A summary of which crew members were assigned to bookings in a given date range
  • Resource uses: Data on shared resource use during a given date range
  • Underpaid: All bookings for a specific date range that are not paid in full
  • Custom field answers: Data on customers’ custom field answers
  • Gift cards: Data on gift card information, such as issuance and balance
  • Lodgings: A summary of bookings broken down by customers’ lodging option; only available if transportation is enabled for the Dashboard
  • Pickup locations: A summary of bookings grouped by pickup location; only available if transportation is enabled for the Dashboard

Customers and marketing reports

Customers and marketing reports can help provide data on customer responses and marketing-related strategies.

  • Contacts: A summary of customer contact information for bookings within a given date range
  • Customer types: A summary customer information, grouped by customer type and associated item
  • Benefit uses: A summary of how members use their membership benefits within a given date range
  • Booking source: A summary of booking sources within a given date range; possible source types include online, affiliate, direct, POS, or Kiosk
  • Campaigns: A summary of how many times each campaign was used within a given date range, along with the associated items and revenue
  • Desks: A summary of affiliate bookings, grouped by the desk tagged on the booking; this report is only available if you work with affiliates

Accounting reports

Accounting reports can help provide more granular information on payment and revenue-related data.

  • Payouts and refunds: A summary of payouts within a given date range
  • Sales-Payout Reconciliation: A list of payments or refunds that can be linked to their specific payout
  • Expenses and discounts: A summary of manual price adjustments that were made on bookings, such as added retail items or discounts taken after the booking was made
  • Credit card disputes: A list of all disputes within a given date range
  • Revenue by type: A summary of transactions grouped by accrual status, then payment type, then item
  • Refundable sales by week: A summary of unrefunded credit card transactions, grouped by availability week
  • Affiliates invoices: View and create invoices for affiliate payments; available if you work with affiliates. Previously known as Invoices
  • FHDN tax invoices: Load invoices for bookings made through the FareHarbor Distribution Network (FHDN). Previously known as FHDN invoices
  • Payment processing documents: A list of invoices for transactions processed via FareHarbor, grouped by month; can be used for tax reporting
  • API fee reconciliation: A summary of bookings included in API fee invoices within a given date range
  • Booking priceline breakdown: A breakdown of pricelines for each booking within a given availability date range

Legacy reports

Legacy reports were previously available in FareHarbor prior to January 2017. Although legacy reports are still available in their original form if needed, they can be easily recreated using Advanced reports options.

  • Detailed bookings: A list of all bookings within a given date range, along with detailed information about each
  • Custom field use: A summary of how a custom field was used within a specific date range, and related booking sums