Reports your accountant actually wants
Revenue sliced by period, experience, and staff. Accountant-ready breakdowns showing net revenue, platform fees, refunds, and tax. CSV and PDF exports. Scheduled email delivery. No more month-end spreadsheet hell.
14-day free trial. No credit card required.
Why operators trust Triviyo reports
Built for the real financial workflow — not a vanity dashboard.
Slice revenue any way you need
By day, week, month, quarter, or year — across every experience, every staff member, every location. The filters you'd build in a spreadsheet, built in.
Period-over-period, automatically
Every report compares the current period to the previous one, with percentage changes, YoY deltas, and trend arrows. See what's growing — and what's not — at a glance.
Accountant-ready breakdowns
Net revenue, platform fees, refunds, taxes, and payouts — itemized the way your accountant already reconciles them. Drop the export into your bookkeeping tool with zero cleanup.
CSV exports with full detail
Every line item, every booking, every transaction — exportable to CSV for deep analysis in Excel, Google Sheets, or your BI tool of choice. No aggregation hiding data.
Scheduled email delivery
Get your month-end report in your inbox on the 1st, your weekly revenue digest every Monday, and your accountant-ready pack on the 5th. Set it once, receive forever.
Branded PDF exports
One-click PDF with your logo, colors, and date range — ready to send to investors, board members, or lenders. No PowerPoint gymnastics required.
Triviyo reports vs. DIY spreadsheets
What it actually takes to produce clean financial reports without an integrated platform.
| What the reports engine ships with | Triviyo | Without Triviyo |
|---|---|---|
| Setup time | Zero — reports work on day one | Hours per month assembling |
| Monthly cost | Included | $49–$299/mo BI tool + your time |
| Revenue by period | Manual CSV wrangling | |
| Revenue by experience | ||
| Revenue by staff | Separate pivot tables | |
| CSV export with full detail | Aggregated only | |
| Branded PDF export | ||
| Accountant breakdown | Net, fees, refunds, tax | Build it yourself |
| Scheduled email delivery | ||
| Support | One team | BI vendor + accountant |
Every report you need — no data warehouse required.
Operators getting hours back with Triviyo reports
"Month-end used to take my bookkeeper a full day of copy-pasting from four systems. Now she downloads the accountant export, drops it in Xero, and is done in 20 minutes. We saved a day a month, every month."
Claire Dubois
Operations Director, Atlantic Surf School
"The scheduled weekly digest lands in my inbox every Monday at 6am. I see what happened last week before I've had coffee — revenue, top experiences, staff performance. It replaced a $200/month BI tool we barely used."
Omar Haddad
Founder, Desert Sky Tours
Frequently asked questions
What reports are included out of the box?
Revenue by period, by experience, by staff, and by location. Booking volume, occupancy rate, refund rate, and tax collected. Plus an accountant export that breaks down net revenue, platform fees, refunds, and taxes into the rows your bookkeeping tool expects.
Can I export to CSV and PDF?
Yes, both — CSV for deep analysis and import into Excel, Google Sheets, or BI tools; branded PDF for investors, board reports, and lender packets. PDFs include your logo, colors, and configurable date range.
How does the accountant breakdown work?
The accountant export itemizes net revenue, platform fees (Stripe, Triviyo), refunds, taxes by jurisdiction, and actual payouts by date. Structured so your accountant can drop it directly into Xero, QuickBooks, Fortnox, or any major bookkeeping tool with zero cleanup.
Can reports be scheduled to email automatically?
Yes. Set up weekly, monthly, or quarterly reports to land in your inbox — or your accountant's, or your investors' — on any schedule. Include CSV, PDF, or both in the email.
Can I build custom reports?
On Professional and up, yes — define custom filters, group by any dimension, and save reports to re-run later. On all plans you get the full built-in set; custom reports are for teams that need specific cuts regularly.
Is there an extra fee for advanced reports?
No. Every plan includes the full reports suite — revenue, bookings, refunds, accountant export, CSV, PDF, and scheduled delivery. Custom report builder is a Professional feature, but the reports themselves are unlimited on every tier.