TRES Reporting, Upgraded to Real-Time Analytics
Toggle reads your TRES data and turns it into live, drillable analytics, end-to-end commission tracking, and exportable reports — the intelligence layer on top of the back-office platform you already run.
What is TRES reporting?
TRES is a cloud-based back-office platform for travel agencies, built as the modern successor to the ClientBase and Trams systems. TRES reporting is how agencies get sales, commission, and financial reports from it. Toggle reads TRES data and turns it into live analytics, commission tracking, and exportable reports — across more than $1B in sales and 40+ travel agencies.
- Built on the TRES data your agency already runs on
- Adds live analytics, commission tracking, and quality control
- No migration — TRES stays your system of record
Live analytics on top of TRES
TRES brings travel-agency back office to the cloud with a modern feature set. Toggle adds the layer above it: instead of running a report when you need an answer, the answer is already on a live dashboard — sales, commission, yield, and client health, current as TRES data syncs.
For agencies that have moved to TRES from ClientBase or Trams, it means the analytics layer carries over unchanged — Toggle supports all three.
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 chartsCumulative trend lines and side-by-side period comparisons built in.
- Interactive category treemapDrill from travel category → suppliers → individual reservations.
- Role-aware filteringView by All, By Advisor, By Client, or By Supplier with one click.
- Export anywhereEvery view exports to PDF or Excel without a single template.
Ask Toggle anything.
Five focus modes — General, Revenue, Clients, Quality, Suppliers — each tuned to a kind of question. Even queries no standard report could answer come back with a real chart, a real list, and a recommended next step.
- Plain-English questions"Which VIP clients haven't booked yet this year?" — done.
- Instant visualizationsBar charts, pie charts, KPI cards, tables — auto-generated from the answer.
- Recommendation engineSurfaces commission-growth opportunities and outreach lists per advisor.
- Zero data retentionEnterprise-tier models. Queries never train external models.
Moving to TRES? Your analytics layer comes with you
TRES is built as the cloud successor to ClientBase and Trams, and agencies move to it in stages. A migration is exactly when reporting tends to break — historical numbers in the old system, new bookings in TRES, and a spreadsheet bridging the two.
Because Toggle reads ClientBase, Trams Back Office, and TRES the same way, the analytics layer spans the move. Dashboards, commission tracking, and benchmarking keep working before, during, and after the switch.
How Toggle upgrades TRES reporting
Real-time analytics from TRES data
Sales, commission, and yield as live, filterable dashboards rather than static reports.
End-to-end commission tracking
Projected, open, interim, and unclaimed commission, gross and net, across every advisor.
Quality control on TRES records
Commission-blocking errors and data-quality issues flagged with the dollars at risk.
Exportable reports
Every dashboard and report exports to PDF or Excel in one click.
One intelligence layer, whichever system you run
Toggle treats ClientBase, Trams Back Office, and TRES as interchangeable sources. Whether your agency is on TRES today, on ClientBase or Trams Back Office, or migrating between them, the analytics, commission tracking, and reporting stay exactly the same.
TRES reporting FAQ
Anything else? The Toggle team gets back within a business day.