Popular topics: Log in to Your TripWorks Dashboard Refund a Payment

Searching for Trips, Customer & Payments

There are several ways to find a a customer, trip, gift card, or payment in your dashboard, depending on what information you have.

Using global search

The search box appears at the top of each page in your dashboard. On the desktop, you'll find the search bar at the top of every screen in your Dashboard. On a mobile device, you'll find the search bar by clicking the magnifying glass at the bottom of each screen.

In most cases, searching by customer name is the quickest way to locate a Trip.  However, you can also search by the customer's name, customer's email address, Trip Confirmation Code, Gift Card Confirmation Code, or the last 4 digits of the credit card number used for a payment.

The first 4 results of each type will appear grouped together by category; expand the search results to see more matches.

Advanced Searching

This approach is more useful for more complex searches, or if you don't know specifically what you are looking for. To find the Trips View, click Trips in the top navigation pane on Desktop. On a mobile device, click the Trips icon in the lower navigation pane.

The trips view has powerful filtering capabilities. For example, to search for all Swimming activities booked by E-Commerce, click on the Filter icon on an individual column header to apply a filter. Multiple criteria can be constructed to quickly locate and analyze Trips, and filter criteria (equal to, less than, greater than, and includes) are available on most Trip View columns.

Searching By Date

To locate all bookings on a particular day, navigate to the Calendar to find the Trip. This can be helpful if you are looking for bookings taking place on a particular day. To find the Calendar View, click Calendar in the top navigation pane on Desktop. On a mobile device, click the Calendar icon in the lower navigation pane.

Once you've chosen a timeslot, click the timeslot manifest dropdown to show all bookings on that timeslot:

You can also choose the View Manifest... link to view all bookings on the selected day.

Reports

You can also find specific bookings using reports. The best way to do this would be using the Sales Detail Report. Adjust the report filters and date range to narrow down your data. You can also add column criteria to filter on any available column.

Click the Trip Confirmation Code in the first column of the report to view the Trip.


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