Build the Reports You Actually Need
Build the exact reports you need from your CRM data — no spreadsheet exports required.
Multiple Data Sources
Pull data from bookings, clients, tasks, or group trips. Each source has its own set of available fields — revenue, dates, status, tags, and more. Unlike generic CRMs that force you to export raw data into a spreadsheet, our report builder understands travel data natively.
Need to see how many Disney World bookings closed last quarter versus cruise packages? Want to compare revenue from repeat clients against new leads? Every data source is already structured around the way travel agents actually work — destinations, suppliers, commission types, and trip categories are all first-class fields.
Because all your CRM data lives in one place, you can cross-reference bookings with client tags, task completion rates, and group trip performance without juggling multiple tools or copying data between apps.
Flexible Filtering
Narrow your data with filters for any field. Filter by date ranges, booking status, destination type, client tags, or numeric thresholds to see exactly what matters.
Running a year-end review? Filter bookings to a specific date range and status of “Completed” to see only finalized trips. Preparing for a host agency call? Filter by commission type to show your split across suppliers. Planning a marketing push? Filter clients by tag to find everyone who's traveled to Universal but never booked a cruise.
Stack multiple filters together to drill down as far as you need. Every filter updates the report preview in real time, so you can fine-tune your results before exporting or saving.
Grouping & Aggregation
Group results by any field and aggregate with count, sum, or average. See revenue by month, bookings by status, or commission by destination — all in a few clicks.
Travel agents often need to answer questions like “Which destination brought in the most revenue this year?” or “How many bookings are sitting in each pipeline stage?” Grouping makes these answers instant. Select a field to group by, choose an aggregation method, and the report reorganizes itself around the patterns in your data.
This is especially powerful at tax time or when reporting to your host agency. Group commission by supplier to see exactly what you earned from each vendor, or group by month to track seasonal trends across your entire book of business.
Visual Charts
Choose how to display results: data tables, bar charts, line charts, or pie charts. Toggle between chart and table views to explore your data from every angle.
A pie chart can show your revenue split across Disney, Universal, and cruise bookings at a glance. A line chart can reveal whether your monthly bookings are trending up or down. Bar charts make it easy to compare performance across destinations, suppliers, or time periods.
Charts are generated directly from your grouped data, so there's no extra configuration. If you've grouped revenue by month, one click turns that table into a visual trend line you can include in a PDF export or screenshot for a team meeting.
Pre-Built Templates
Start fast with built-in report templates — Monthly Revenue, Booking Pipeline, Commission by Type, Client Acquisition, and more. Use them as-is or customize to fit your needs.
Templates are designed around the reports travel agents actually run. The Monthly Revenue template, for example, comes pre-configured with date filters, revenue summation, and a line chart — open it, adjust the date range, and you're done. If you need something different, duplicate a template and tweak the columns, filters, or grouping to match your workflow.
CSV & PDF Export
Export any report to CSV for spreadsheet analysis or PDF for sharing. The PDF includes your report name, formatted columns, and clean table styling.
Need to send a commission summary to your host agency? Export a polished PDF. Want to do deeper analysis in Excel or Google Sheets? Grab the CSV. Either way, your data leaves Pixie Dust CRM in a clean, professional format that's ready to share or archive.
How It Works
Choose a data source or start from a template
Select columns, add filters, and configure grouping
Run the report and explore with charts or tables
Save for reuse or export to CSV/PDF
Frequently Asked Questions
Can I schedule reports to run automatically?
Saved reports can be re-run anytime with one click. Scheduled delivery via email is on our roadmap — for now, you can quickly open any saved report and export the latest data in seconds.
What data sources are available?
You can build reports from bookings, clients, tasks, and group trips. Each data source exposes its own fields — including revenue, commission, dates, statuses, tags, destinations, and supplier information.
Can I share reports with my host agency?
Absolutely. Export any report to PDF for a polished, print-ready document, or to CSV if your host agency prefers spreadsheet format. The PDF includes your report title, column headers, and clean formatting.
Do I need to know SQL or formulas?
Not at all. The report builder uses a visual interface — you select columns, apply filters, and choose grouping options from dropdown menus. No formulas, no code, no query language required.
Can I save a report and reuse it later?
Yes. Every report you build can be saved with a custom name. Open it anytime to see fresh data with the same configuration, or duplicate it to create a variation without starting from scratch.
Ready to See the Difference?
Plans from $9.99/month for solo agents. Scalable plans for host agencies.
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