Lists

✅ Overview

The Export/Lists module in Tourpaq Office allows administrators to generate and schedule exports of booking-related data tailored to specific operational needs. The module supports multiple export types (hotel, passenger, rooming, guide, canceled bookings, and booking changes) and can be used manually or with automated scheduling.

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🎯 Purpose

The purpose of this module is to:

• Provide a centralized interface for generating structured booking reports.

• Allow filtering of exports based on various parameters (dates, hotels, rooms, transports, etc.).

• Enable scheduled automatic delivery of reports via email.

• Facilitate communication with hotel partners, guides, airline staff, and internal departments.

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👤 Access & Availability

• Role required: Administrator

• Location in UI: Export → Lists

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⚙️ Preconditions

Before using this module:

• User must be assigned the Administrator role.

• Bookings and travel data should exist in the system.

• Export templates and system settings should be preconfigured.

• Email templates and recipients must be properly set for scheduled exports.

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🔍 Fields & Filters – Export Generation

Field	Description
Brands	Select one or more brands (agencies) for which the export is generated.
Report type	Choose the export format (see Report Types below).
Arrival period	Filters bookings based on arrival at destination date range.
Booking period	Filters bookings based on booking creation date.
Stay period	Filters bookings by actual hotel stay period.
Cancel from	Limits canceled bookings to those canceled on or after the selected date.
Changes since	Filters bookings to show only those changed after the selected date. Used for “Changes List”.
Compress as ZIP	When checked, the exported file will be compressed in .zip format.
Transport	Select one or more transport options (as defined in the booking).
Real transport	Filter by real, physical transport services (e.g., actual bus, flight identifiers).
Country	Filter by one or more destination countries.
Resort	Select one or more resorts to include bookings from.
Hotel	Filter by specific hotels.
Room	Filter by room type or room codes.
Columns	If enabled via "Show columns", allows selection of specific fields to include in the export.

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📄 Report Types Explained

Report Type	Description
Hotel list	Bookings grouped by hotel → stay period → room type. Shows room placement and booking totals.
Rooming list	Like hotel list, but includes individual passenger details (name, age, gender, flight info, extras).
Guide list	Guide-friendly list with passenger contacts, extras, transfer info, comments, and hotel preferences.
Passenger list	Flat list of all passengers grouped by transport interval, used by airlines or transport providers.
Ccl. Bookings List	List of canceled bookings matching filter criteria, grouped by hotel, stay, and room type.
Departure Homebound	Typically used to list passengers returning from holidays.
Changes List	Tracks all booking changes (e.g., passenger name change, hotel/resort/room changes, extras added/removed) after a selected date.
Transfer List	Shows which bookings/passengers have included transport transfers.
Airport List	Export focused on flight/airport-related logistics.
Fast Checking	Likely used for rapid identity or room allocation validation (company-specific).
Air List	Export for airline use, possibly for check-in or manifest purposes.
Bus List	Export of passengers grouped by bus transport for logistics.
Label List	Generates label data for baggage, room doors, or luggage tags.

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🗓️ Scheduled Export

You can automate exports by setting up schedules.

📌 Fields

Field	Description
Enabled	When checked, the export schedule becomes active and will begin sending automatically.
Description	Textual description of the purpose or content of the export.
Schedule type	Choose the recurrence:
	→ Once per day
	→ Once per week
	→ Once per month
Day
	→ If weekly, choose day of the week (e.g., Monday).
	→ If monthly, choose a specific day (e.g., 15th).

📤 Behavior

• Email is automatically sent to preconfigured recipients.

• Uses same filters and report settings as the on-demand export.

• File format is the same (Excel XML), and can be compressed as ZIP.

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🧰 UI Buttons / Actions

Button	Action
Export	Immediately generates an export file based on current filter and sends or downloads it.
Show schedules	Displays existing scheduled exports and allows editing or creating new ones.
Show columns	Reveals the optional column selector to customize which fields appear in the export.