🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports

Default Columns

The Shifts table shows all past and ongoing shifts of your sellers, using the following default columns:

Seller - the name of the person selling your products on this shift
Status - shows current status of the seller's shift

Status	Description
Open	the shift is ongoing
Blocked	the seller did not end their shift within 12 hours
Ended	the seller ended their shift
Approved	the shift was approved by a manager
Rejected	the shift was rejected by a manager
Reconciled	the shift is undergoing the cash reconciliation process

Destination - shows the destination the products of which the seller sells
Location - shows where the shift is taking place
Source - shows the sales source a seller uses during their shift

Channel	Description
Terminals	orders coming from a physical device, e.g. Sunmi, PAX, iPhone operated by a seller or reseller agent
Web Checkout	orders carried out on a website and widgets
Backoffice	orders carried out through the box office (such as concierge, but using a seller’s PIN), and orders made with the + New Order button in the Ventrata dashboard using admin access
Direct API	orders coming through an API connection with an OTA
Concierge	orders carried out through a sales portal by a concierge or tour operator.
Sales Kiosk	orders carried out by the customer using a self-service booth with a screen

Terminal - shows the name of the selling device the seller is logged on
Date - shows the date of the shift
Start Time - shows when the shift started
End Time - shows when the shift ended
Revenue - shows the total revenue made during the shift
Commission - shows the total amount of commission, if any, made during the shift

📗 TIP

Columns can be easily filtered by pressing the arrow next to the column title.

Actions

The action bar between the navigation bar and the bookings table enables you to perform a number of additional functions.

Search bar - filter the bookings table, using any parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches

📗 TIP

To learn more about saved searches, read our article Working with Saved Searches.

Reset All Filters - appears when a filter was used; press to reset filters to their default states
Restore - restore archived shift
Bulk Actions - select one or multiple bookings and press to apply an action on your selection; options include

Bulk Action	Description
Aggregate Report	generate a report combining all selected shifts in one
Toggle Approved	bulk change the status of the selected shifts to 'Approved', or select 'Not Approved' and the status will return to the one before the approval
Archive	archive all selected shifts

Show Columns - press to add new columns, or remove existing ones from your current view

📗 TIP

The list of columns which can be added is listed at the end of this article, under Generate Report.

Export - export the bookings table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the booking table

📗 TIP

To learn more about reports, read our article Working with Charts and Reports.

Report function	Description
Total	sum of values
Minimum	the lowest value
Maximum	the highest value
Average	the sum of values included in the report divided by their count
Count	number of the selected parameter

Available Columns

Column	Description
Target	the target set up for the seller's location
Target Percentage	the target percentage set up for the seller's location
Target Commission Percentage	the rate at which the seller earns a commission
Target Commission for Bookings
Target Commission for Purchases
Target Commission for Third Party
Revenue	the total revenue from all sales
Booking Revenue	revenue from bookings
Extra Revenue	revenue from selling extras
Gift Revenue	revenue from selling gift cards
Purchase Revenue	revenue from selling purchase items
Third Party Revenue	revenue from selling 3rd party products
Upgrade Revenue	revenue from selling upgrades
Commission	the seller's commission from sales
Redemptions	the number of redeemed tickets by the seller during their shift
Scans	the number of scanned tickets by the seller during their shift
Hours	the length of the seller's shift
Total [currency]	the sum value of transactions during the seller's shift
Adjustment [currency]	the sum value of all adjustments on the seller's shift
Cash Total [currency]	the value of all sales paid in cash accrued during the seller's shift
Cash Adjustment [currency]	the value of all cash adjustments on the seller's shift
Card Total [currency]	the value of all sales paid by card accrued during the seller's shift
Card Adjustment [currency]	the value of all card adjustments on the seller's shift
Other Total [currency]	the value of all sales by other payment methods accrued during the seller's shift
Other Adjustment [currency]	the value of all adjustments for other payment methods on the seller's shift
Voucher Total [currency]	the value of all sales paid by voucher accrued during the seller's shift
Voucher Adjustment [currency]	the value of all voucher adjustments on the seller's shift
Gift Total [currency]	the total value of all sales paid by gift card accrued during the seller's shift
Gift Adjustment [currency]	the value of all card adjustments on the seller's shift
Declared Cash [currency]	the amount in the cashbox as declared by the seller
Shift ID	unique shift identifier
Order Notes	notes entered in the checkout form
Order Reference	8-character alphanumeric string beginning with the number symbol (#) located in the top right corner on the booking level
Voucher	name of the reseller voucher
Voucher Code	code of reseller voucher used during the sale
Voucher Bill Gap	YES / NO; used with sequential voucher numbers: if a voucher number does not follow the sequence (1, 2, 3, 4, and then 9 comes in), the system automatically creates bookings with voucher numbers that fill the gap between the last and newest booking (5, 6, 7 and 8 - called ‘bill gap vouchers’) to be able to invoice the reseller on the skipped vouchers as they will have been sold (common with physical booklets of vouchers)
Reconciled	indicates whether payments in the transaction are matching
Channel	the source of the sale (Terminal, Web Checkout, Backoffice, Direct API, Concierge, Sales Kiosk, custom channels)
Order Destination	if destinations are set, the destination in which the sale was made
Reseller	name of the reseller who made the sale
Registry	name of registry to register orders in an external system in real time
Registry Data	a reference assigned to the order from an external system
Reseller Code	code assigned to a reseller
Checkout	name of the checkout through which the order was made
Portal	name of the sales portal through which the order was made
Reseller Destination	destination to which a reseller is assigned to
Reseller Manager	name of the person assigned to a reseller; you can splice revenue from resellers and pin it by manager
Reseller Band	name of the reseller band a reseller is assigned to
Reseller Channel	name of the channel a reseller is assigned to
Connection	name of the connection
Connection Partner	name of the connection partner (reseller)
Checkout Channel	type of channel assigned to the web checkout
Reseller Billing Account Code	custom code used for ERP integrations like SAP
Reseller Billing Customer Code	custom code used for ERP integrations like SAP
Reseller Billing City	city where the reseller resides used for billing and invoicing purposes
Reseller Billing Address	full address of the reseller for billing and invoicing purposes
Reseller Invoice Date Field	specifies whether a reseller is invoiced on the travel, booking or redemption date
Reseller Tags	tags assigned to a reseller; used for filtering
Reseller Tax Registered	indicates whether a reseller is tax registered; if a reseller is tax registered, net tax is calculated using the wholesale price (net tax = tax on wholesale); if a reseller is not registered, net tax is calculated using the retail price (net tax = tax on retail)
Reseller FX	the conversion rate against the reseller’s currency
Reseller Allow Top-ups	indicates whether a reseller is allowed to receive credit top-up; credit is used when a reseller, usually a concierge, accepts cash payments instead of using the payment gateway, which can be a liability for the operation
Supplier FX	the conversion rate against the supplier’s currency
Direct Sale	indicates whether sales where made by your sellers, from your website or kiosk; indirect sales are made by resellers, both concierge or via API
Referrer	URL of a web referrer
Agent	name of an agent working for the reseller
Shift Seller	name of the seller selling through a terminal, who started the shift
Shift Cashier	name of the cashier selling through the backoffice or concierge portal
Shift Location	name of the terminal location
Shift Location Tags	tags associated with the location
Seller	name of a seller; this seller can be different than the shift seller, see ‘Shift Seller’ above. You can assign a promoter, where street sellers are not allowed to sell directly to customers but can bring them to the terminal or box office to finish the sale.
Seller Billing Account Code	code assigned to a seller for billing purposes
Seller Tags	tags associated with the seller
User	name of a user who made sales using a password (manager, finance staff, etc.)
Location	name of the location where the sale was made from
Location Channel	name of the channel which was used to make the sale at the location
Outlet	name of the reseller outlet; outlets can be thought of as chains that can be assigned to a reseller
Email Receipt	indicates whether an email receipt was sent to the customer
Source	name of the source where the sale was made from
Settlement	type of settlement method: Direct - the full amount was paid to you, Voucher - you need to settle the payment with a 3rd party, Deposit - a deposit was paid in the course of the transaction, Wholesale - the reseller paid you the wholesale price, Deferred - there is a balance remaining on the order
Customer	customer full name
Customer Contact	a summary of a customer’s contact information (full name, email address, phone number)
Customer Tags	custom tags assigned to a customer, used for filtering
Customer Salutation	preferred form of address for the customer, for example, Mr., Mrs. or Ms.
Customer Full Name	customer's complete name; may include their first, middle and last name(s)
Customer First Name	customer’s first name; may include a middle name if applicable
Customer Last Name	customer’s last name; may consist of one or more family names
Customer Company	organisation where the customer is currently employed
Customer Department	department within the customer's place of employment
Customer Title	position or role held by the customer within their company
Customer Email	customer’s email address
Customer Mobile	customer’s mobile phone number
Customer Age	customer’s age
Customer Language	customer’s preferred language for communication
Customer Country	customer’s country of residence
Customer Address	street name and number of the customer’s address
Customer City	the city in which the customer resides
Customer State	state (as in the USA or Mexico) or province (as in Canada or Switzerland) where the customer lives
Customer Postal Code	ZIP or postal code corresponding to the customer's address
Customer Notes	customer notes included at checkout
Customer Tax ID	customer’s tax identification number
Customer Tax Office	tax office where the customer files or reports their taxes
Customer Marketing	indicates whether the customer subscribed to receive marketing communication from your company
Imported	indicates whether a booking was imported
Test	indicates whether a booking is a test booking
IP Address	if a customer made an order through the web checkout, their IP address is shown
User Agent	browser information if a sale comes through the web checkout
Delivery Method	delivery method of tickets (via email, sms, QR code, scan digital wallet, print tickets, do nothing)
Currency	currency used to sell a product
Transferred	indicates whether funds have arrived in the operation’s account
Terminal	name of the terminal where the sale was made from
ID	unique alphanumeric string identifying a booking
Cancelled on ID	ID of the shift when a booking was cancelled
Cancelled By	name of the seller who made the cancellation
Invoice ID	reseller invoice ID
Invoice	reseller invoice reference, consists of reseller code or name and invoice number
Invoice Status	state of reseller invoice (void, draft, confirmed, overdue, paid)
Operator Invoice ID	-
Operator Invoice	-
Has Operator Invoice	indicates whether an operator invoice was issued
Booking Reference	8-character alphanumeric string located between the travel date and booking total information near the top on the booking level
Booking Barcode	unique string generated for a booking
Booking Alias	unique string generated for a booking made with an operator
Supplier Reference	-
Reseller Reference	-
Status	indicates the state of a booking, see Bookings - Status column
Label	unique flag associated with a booking
Product	name of your product
Product Destination	destination associated with the product
Product Operator	name of the product operator
Product Code	custom code of the product
Product Billing Account Code	custom code for reporting purposes
Product FX	if you use different currencies, this is the conversion rate for the product
Product Tags	custom tags assigned to a product, used for filtering
Cancellation Reason	reason selected from the options offered in the drop-down field during booking cancellation
Cancellation Notes	reason provided as additional information pertaining to booking cancellation
Promotion	discount assigned to the sale of a booking
Promotion Code	custom code assigned to a promotion
Promotion Tags	custom tags assigned to a promotion, used for filtering
Combination	starting product that lead to a combination discount sale
Has Combination	indicates whether the order contains combinations (cross-sell products)
Combination Booking	the reference number of the starting product
Package Product	product consisting of more than one include (product)
Package Product Code	custom code assigned to a package
Package Option	name of an option in a package
Package Option Code	custom code assigned to a package option
Package Travel Date	the nearest travel date of one of the includes in the package
Option	variant of the product (for example, 24-hour tour, 48-hour tour)
Option Code	custom code assigned to an option
Hotel	name of the hotel selected during booking
Has Voucher File	indicates whether an image of the voucher is attached to the booking
Has Duplicates	indicates whether a duplicate booking was made; where a booking already exists in the database (for example, an API-connected product or pre-printed voucher) but a voucher was introduced manually, thereby creating a booking with the same reference number, the system marks the latter booking as a duplicate
Has Purchases	indicates whether an item was purchased with the booking
Has Allocations	indicates whether the product contains allocations
Has Reclaims	indicates whether the reseller invoice has been adjusted
Has Extra Upgrades	indicates whether the booking contains extras
Has Resources Allocated	indicates whether the booking has resource assigned to it
Purchases	name of item purchased
Has Waivers	indicates whether the booking includes any waivers
Waiver	name of the waiver included in the booking
Waivers Complete	indicates whether all waivers attached (if any) to the booking have been signed by the customer
Pickup Requested	indicates whether the customer requested to be picked up for the tour
Pickup Dispatch Driver	name of the driver assigned to the pickup
Pickup Zone	name of the zone where pickup point is located
Pickup Time	exact time when pickup is available for the tour
Pickup Point	name of pickup point
Pickup Route	path the pickup takes
Pickup Notes	additional information included in the booking pertaining to pickup
Pickup Address	address of pickup point
Pickup Telephone	phone number of a contact managing / guiding pickup
Custom Pickup	name of pickup; this can be a pickup that is not assigned to the booking route but is listed in the pickup list
Backend Connected	indicates whether the booking is API connected
Backend Error	indicates whether there was an API connection failure
Backend Error Message	description of API connection failure
3rd Party Products	indicates whether 3rd party product
OCTO UUID	unique reseller identifier used as an API authentication token
Allow Voucher	indicates whether a group ticket is allowed
Allow Tickets	indicates whether individual tickets are allowed
Checked In	indicates whether the customer checked in
Upsold	indicates whether the booking was changed to a more expensive offering
Upsold From	name of the product the customer initially requested before being upsold, see above
Dropoff Requested	indicates whether the customer requested to be dropped off after the tour
Dropoff Point	name of dropoff point
Dropoff Time	time when customer is dropped off at dropoff point
Dropoff Date	date when customer is dropped off at dropoff point
Dropoff Instructions	information pertaining to dropoff point
Tour Time	time when the tour starts
Tour Group	name of the tour group the booking is assigned to
Duration	length of the tour in hours
Same Day	indicates whether the travel date is same as the booking date
Travel Date	date when the tour takes place
Booking Date	date when the product was purchased
Booking Time	time when the product was purchased
Valid From	voucher validity start date
Expires On	voucher validity end date
Redemption Date	date when the booking was redeemed
Redemption Time	time when the booking was redeemed
Redemption Location	virtual or physical location where the tickets were redeemed
Confirmation Date	date of order confirmation
Confirmation Time	time of order confirmation
Cancellation Date	date of order cancellation
Cancellation Time	time of order cancellation
Supplier Booking Date	date when the booking was made by the supplier
Supplier Booking Time	time when the booking was made by the supplier
Supplier Redemption Date	date when the booking was redeemed by the supplier
Supplier Redemption Time	time when the booking was redeemed by the supplier
Supplier Confirmation Date	date when the booking was confirmed by the supplier
Supplier Confirmation Time	time when the booking was confirmed by the supplier
Supplier Cancellation Time	date when the booking was cancelled by the supplier
Supplier Cancellation Time	time when the booking was cancelled by the supplier
Confirmed	indicates whether the booking was successfully processed
Booking Type	indicates the type of product purchased, see Booking Type
Private Notes	notes on a booking made on the backend; these are not viewable by the concierge or customer
Public Notes	notes on a booking that can be viewed by everyone
Pickup Notes	notes on a booking pertaining to pickups
Enable Charity Roundup	indicates whether charity roundup was enabled on the product
Open Dated	indicates whether a booking is open-dated, i.e. can be used anytime in the validity period set on the product
Skip Feedback Email	indicates whether the option to skip feedback email was selected
Visitor Fingerprint	if a value is displayed, a visitor used fingerprint identification to pay for the order (if implemented)
Question	displays the answers to questions associated with the booking
Seller	the name of the seller
Seller Billing Account Code	the seller's billing account code, if any
Status	the shift's status
Destination	the sales destination
Location	the location of the seller's shift
Location Tags	tags associated with the location
Channel	the sales channel
Duty	the name of the duty
Source	the sales source
Terminal	the name of the terminal device
Test	indicates whether the shift was done on a test device
Date
Vehicle	the vehicle used during the shift
Job	description of the associated duty
Notes
Print Errors	if any print errors occurred during the shift, the print error description is displayed
Has Extra Upgrade	indicates whether any of the bookings made during the shift have an extra
Seller Tags	tags associated with the seller
Cashier	the name of the cashier, who reconciled the seller's shift
Supervisor	the name of the seller's supervisor
Adjustment Reasons	the reason provided by the cashier when they made a shift adjustment
Has Print Errors	indicates whether any print errors occurred during the shift
Start Date	the date when the shift started
End Date	the time when the shift started
Start Time	the date when the shift ended
End Time	the time when the shift ended
Completed Date	the date when the shift was approved or rejected
Completed Time	the time when the shift was approved or rejected
ID	alphanumeric shift id

How to Use the Bookings Table

How to Use the Customers Table

How to Use the Resource Allocations Table

How to Use the Scans Table

How to Use the Shift Adjustments Table