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Pax list report

How to view, filter, sort, save, download and print the pax on the departures of a day or a period.

Written by PaxFlow Customer Support

The Pax list report shows all pax on the departures of a day or a period in one table. Office staff and dispatchers use it to check the pax and to download or print the list.

Open the Pax list report

  1. Go to Reports > Pax list.

The report shows the pax for today. Each row is one booking on a departure.

The report shows the pax for today. Each row is one booking on a departure.

What the report shows

Above the table, the report shows the number of departures and rows, for example 12 departures, 48 pax rows. With the Standard columns list, the table has these columns:

  • Departure ID: the ID of the departure.

  • Date and Start time: the date and the start time of the departure.

  • Tour title: the name of the product.

  • Reference: the booking reference.

  • Customer name: the name of the customer who made the booking.

  • Pax: the number of pax in the booking.

  • Adult, Child, and Infant: the number of pax in the ticket categories with these names.

  • Phone number: the phone number of the customer.

  • Pickup place: the pickup place of the booking. If the booking has no pickup, the column shows Meet on location.

  • Status: the status of the booking.

The last row, Total, shows the total pax of all rows in the table. The report also shows cancelled bookings. Look at the Status column to find them.

Change the period

  1. Click the period dropdown next to the Pax list title. When the report opens, the dropdown shows Today.

  2. Select Today, Yesterday, Last 7 days, This month, or Last month. The table shows the pax for the new period.

The period list with Today, Yesterday, Last 7 days, This month and Last month.

Last 7 days is today and the 6 days before it. This month goes to the last day of the month, so it can include pax on future departures. The report uses the time zone of your company to find today.

To select your own dates:

  1. Click the date range button next to the period dropdown. It has a calendar icon and shows the first and last day of the period. For a period of one day, such as Today, it shows one date. A calendar opens.

  2. Click the first day of the period.

  3. Click the last day of the period. The calendar closes and the table shows the pax for the new period. The period dropdown shows Custom range.

To select one day, click the same day two times. On a phone, click Done after you click the last day. A period can be up to 62 days. After you click the first day, the calendar shows the last day that you can select.

If you select Custom range in the period dropdown, the dates do not change. Use the date range button to select the dates.

To get the latest bookings, click Refresh.

Filter the departures

  1. To find a product, enter a product name or a product code in the Filter departures... box.

  2. To show only some departures, click Product, Time, Status, Language, Location, Resource, or Staff. Then select one or more options.

  3. To show only departures with a last-minute booking, select Last-minute.

  4. To hide the departures that already started today, select Upcoming only. This checkbox shows only when the period is one day and that day is today.

The Status filter of the pax list.

The table updates to show the departures that match. The Status filter uses the status of the departure, for example Confirmed or Cancelled. When you select a resource or a staff member, the table shows only the pax that are assigned to that resource or staff member.

The Product filter lists the products that have departures in the period. It also lists each product that has Daily departures turned on in Settings > Products. A product with no departures in the period shows the number 0.

The Language filter uses the language of the start time. If the start time has no language, the filter uses the language of the product.

If no departure matches, the report shows No departures match the current filters. To remove all filters, click Reset.

Sort and move the columns

  1. To sort the table, click a column header. To sort in the opposite order, click the same header again.

  2. To move a column, drag the dots icon to the left of the column name.

When the period has more than one day, the rows stay in date order. The sort applies to the rows of each day.

After a change, Reset columns and sort shows above the table. Click it to go back to the columns and the sort of the selected list. PaxFlow does not keep these changes. To keep them, save a pax list.

Use a saved pax list

  1. Click the list dropdown next to Refresh.

  2. Select a list. Standard columns is the list that PaxFlow supplies. My configs holds your own lists. Company configs holds the lists for all users in your company.

The table shows the columns and the sort of the list. Your default list has (Default) after its name. The report opens with your default list. If you have no default list, it opens with the company default list or with Standard columns.

A list can include only some booking statuses. Then its name ends with these statuses, for example Morning list - Arrived only.

When you select a different list, the report removes your changes to the columns and the sort. The dropdown is not available when there are no saved lists.

Save a pax list

  1. Set the columns and the sort that you want.

  2. Click Save pax list.

  3. Enter a name for the list.

  4. To open the report with this list each time, select Set as default config.

  5. To share the list with all users in your company, select Set as company config. Only admins see this checkbox.

  6. Click Save. The report shows the new list.

The pax list settings with the Save button.

Open the booking, product, or departure of a row

  1. In the row, click the gear icon.

  2. Click View Booking, View Product Settings, View Departure, or Open on PaxPortal. Open on PaxPortal opens the booking in a new tab.

Export or print the report

  1. Set the period, the filters, and the columns.

  2. Click Download CSV or Download Excel. To print the list, click Print.

The file has the same rows, columns, and sort as the table, and a total row at the end. The printout has the title Pax List report and the dates of the period. The buttons are not available when the table is empty.

If the list is too large for one Excel file, a message tells you. Remove columns or select filters, then try again.

Notes

  • If Pax list has a lock icon in the Reports menu, your company does not have departures in PaxFlow, or your user group does not have access to the report. To get access, ask an admin in your company to change your user group in Settings > User groups.

  • Some users can see only the departures that they are assigned to. If the report shows You do not have access to view schedules. Contact an administrator., ask an admin in your company for access.

  • To rename, duplicate, delete, or change a saved list, go to Settings > Operations and click the Pax List tab. See Pax List settings.

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