Integration · ClientBase

ClientBase Reporting, Rebuilt as Real-Time Analytics

Toggle reads your ClientBase Online and ClientBase Windows data and turns it into live, drillable analytics, end-to-end commission tracking, and reports you can export — without replacing ClientBase or migrating anything.

app.toggletravel.com / analytics
LIVE
Finalized Payments
Excluding adjustments · by reconciliation date
All Advisors Jan 1 – Dec 31, 2026 Export
Reservations
65
↑ +12% YoY
Sales
$3.47M
↑ +18% YoY
Total Commission
$402,362
↑ +22% YoY
Avg Yield
11.59%
↑ +0.4pt YoY
Monthly Sales · Booking Date
20262025
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Answer

What is ClientBase reporting?

ClientBase is a customer-relationship and back-office system used widely by travel agencies. ClientBase reporting is how an agency gets sales, commission, and client reports out of it. Toggle upgrades that: it reads ClientBase Online and Windows data and turns it into live, drillable analytics and exportable reports — across more than $1B in sales and 40+ travel agencies.

  • Works with ClientBase Online and ClientBase Windows
  • Canadian and U.S. versions, with French Canadian language
  • No migration — Toggle reads the data ClientBase already holds

The limits of standard ClientBase reports

ClientBase is a capable system of record, and its reports are thorough. But they are built for record-keeping: they are static, run on demand, and show what already happened in a fixed layout. To compare periods, track commission across stages, or spot a data problem, an agency ends up exporting to spreadsheets.

That export-and-rebuild step is where time disappears and errors creep in — and it is exactly the step Toggle removes.

Analytics01 / 02

Track every dollar in real time.

Four views of your performance data — finalized payments, travel by booking date, travel by trip start date, and category. Six KPI cards cover reservations, sales, commissions, and yield — filterable by advisor, client, supplier, branch, or Toggle groups.

  • Daily, monthly, and year-over-year charts
    Cumulative trend lines and side-by-side period comparisons built in.
  • Interactive category treemap
    Drill from travel category → suppliers → individual reservations.
  • Role-aware filtering
    View by All, By Advisor, By Client, or By Supplier with one click.
  • Export anywhere
    Every view exports to PDF or Excel without a single template.
app.toggletravel.com / analytics
LIVE
Finalized Payments
Excluding adjustments · by reconciliation date
All Advisors Jan 1 – Dec 31, 2026 Export
Reservations
65
↑ +12% YoY
Sales
$3.47M
↑ +18% YoY
Total Commission
$402,362
↑ +22% YoY
Avg Yield
11.59%
↑ +0.4pt YoY
Monthly Sales · Booking Date
20262025
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Quality Control02 / 02

Catch data issues before they cost you.

Issues organized by severity — commission-blocking problems that stop advisor payouts, at-risk reservations with payment issues, and data quality problems like missing dates, invalid emails, and duplicate records. New checks are added all the time, and every issue is fixable directly inside Toggle.

  • Commission-blocking
    Missing advisor, missing PNR, missing confirmation, overdue commissions.
  • Reservations at risk
    Urgent final payments past due or approaching deadline.
  • Data quality
    Missing dates, no deposits, invalid emails, duplicate clients and travelers.
  • Fare anomaly detection
    Suspiciously high fares relative to commission, flagged for review. Auto-correction in development.
QC Dashboard
87% Healthy
Commission-Blocking
12issues
Missing advisorMissing PNROverdue
$45,200 at risk
Reservations at Risk
8issues
Final payment dueOrphaned booking
$28,100 at risk
Data Quality
23issues
Missing datesInvalid emailDuplicate client
$12,400 at risk

One analytics layer over ClientBase Online and ClientBase Windows

Plenty of agencies run more than one flavor of ClientBase — the Windows desktop version in one office, ClientBase Online in another, sometimes the Canadian and U.S. editions side by side. Standard reporting treats each as its own island.

Toggle reads them all and normalizes the data into one analytics layer, so the agency gets a single, consistent picture no matter which version a booking was entered in.

ClientBase Online & Windows
Both editions read into the same dashboards and reports.
U.S. and Canadian versions
Supported together, with French Canadian language available.
One normalized view
Suppliers and advisors roll up cleanly across every ClientBase instance.
What you get

How Toggle improves ClientBase reporting

Does Toggle replace ClientBase?

No. Toggle sits on top of ClientBase — it does not replace it. ClientBase stays the system of record where your agency manages clients and books travel. Toggle reads that data and turns it into the reporting and analytics layer ClientBase was never built to be.

It is the same approach Toggle takes with Trams Back Office reports and TRES reporting — one intelligence layer, whichever back-office system you run.

FAQ

ClientBase reporting FAQ

Anything else? The Toggle team gets back within a business day.

ClientBase is a customer-relationship and back-office system used widely by travel agencies. ClientBase reporting is how an agency pulls sales, commission, and client reports out of it. Toggle upgrades that — it reads ClientBase data and turns it into live, drillable analytics.
Related

Keep exploring

Try Toggle

See Toggle on your own data.

Book a 45-minute walkthrough with the Toggle team — or watch a short demo video to see the platform in action.

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