Analytics Reports Guide
Introduction
The analytics reports allow you to review meaningful metrics, apply powerful filters, control sorting options, and download data for further analysis. The first part of this guide will explain the features and actions common to all reports. The second part of the guide will describe all of the metrics and the data present in each report.
To view the reports page, select Reports from under the Program menu. Then, select the desired report from the Choose Report menu. The reports you may select from are:
REPORT NAME | DESCRIPTION |
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Overview | Provides a high level dashboard view of travel activity. Use it to review total spend (by method or time periods), CO2 data, self-service booking percentages, and policy compliance for general financial and travel management reporting. The sub-filters can be used to refine your view to specific travelers, departments, offices, or countries. |
Air Transactions | Provides detailed metrics on all air travel bookings at the transaction level. This includes many relevant financial and accounting details (e.g., taxes, fees, credit card used) as well as other useful data such as CO2 emissions, ticket number, and transaction key. You can use this report to derive insights about your spend across air travel bookings and conduct reconciliation. |
Hotel Transactions | Provides detailed metrics on all hotel bookings at the transaction level. This includes many relevant financial and accounting details (e.g., taxes, fees, credit card used). You can use this report to derive insights about your spend across hotel bookings and conduct reconciliation. |
Car Transactions | Provides detailed metrics on all car rental bookings at the transaction level. This includes many relevant financial and accounting details (e.g., taxes, fees, credit card used) as well as other useful data such as locations codes, number of cars, and rental company. You can use this report to derive insights about your spend across hotel bookings and conduct reconciliation. |
Air Manifest | Provides detailed metrics on all air travel bookings. This includes information on traveler logistics, top travel destinations and suppliers as well as filters based on arrival and/or departure times. This can be useful in supporting duty of care or providing insights around preferred suppliers and negotiated rates. Two common use cases for this report are to book shuttles for people arriving on a given day for an offsite or to analyze logistics for planning meetings. |
Hotel Manifest | Provides detailed metrics on all hotel bookings. This includes information on traveler logistics, top suppliers and locations as well as filters based on checkin and/or checkout times. This can be useful in supporting duty of care or providing insights around preferred suppliers and negotiated rates. A common use case for this report would be to book hotel shuttles for people arriving on a given day for an offsite. |
Car Manifest | Provides detailed metrics on all car rentals. This includes information on driver logistics, top suppliers and locations as well as filters based on car type or pick-up/drop-off time and location. This can be useful in supporting duty of care or providing insights around preferred suppliers and negotiated rates. |
Filters
Use the menus along the top of the Reports page to selected the desired filters and refine the data you are looking for.
Once you have selected which report you wish to run, you can filter by:
- Organization – Select your company (or if you have access to more than one company, select the desired organization).
- Legal Entity – Select a particular legal entity or subsidiary within your organization.
- Search By – The options displayed under this filter will depend on the report you have selected above (e.g., for the Air Segment Traveler report, the options will be Transaction Date, Departure Date, Arrival Date).
- Start Date: Select the start date for the time range you wish your report to contain.
- End Date: Select the end date for the time range you wish your report to contain.
Once you have set the filters you wish to apply, click Apply.
Sub-filters
Some reports will also offer sub-filters for additional control over the data presented. These fields will only appear once you have selected a report to run and applied the main filters. The sub-filters offered per report are shown below:
Overview | Air Transactions | Hotel Transactions | Car Transactions | Air Manifest | Hotel Manifest | Car Manifest | |
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Transaction Type | NO | YES | YES | YES | NO | NO | NO |
Traveler Name | NO | YES | YES | YES | YES | YES | YES |
Legal Entity | NO | YES | YES | YES | NO | NO | NO |
Department | NO | YES | YES | YES | NO | NO | NO |
Cost Center | NO | YES | YES | YES | NO | NO | NO |
Hotel Name | NO | YES | YES | NO | NO | YES | NO |
Hotel City | NO | YES | YES | NO | NO | YES | NO |
Hotel Chain | NO | NO | NO | NO | NO | YES | NO |
Hotel Country Code | NO | NO | NO | NO | NO | YES | NO |
Policy Compliance | NO | YES | YES | YES | NO | NO | NO |
Rental Company | NO | NO | NO | YES | NO | NO | NO |
Car Type | NO | NO | NO | YES | NO | NO | NO |
Departure Airport | NO | NO | NO | NO | YES | NO | NO |
Departure City | NO | NO | NO | NO | YES | NO | NO |
Arrival Airport | NO | NO | NO | NO | YES | NO | NO |
Arrival City | NO | NO | NO | NO | YES | NO | NO |
Marketing Airline Code | NO | NO | NO | NO | YES | NO | NO |
Marketing Flight Number | NO | NO | NO | NO | YES | NO | NO |
Rental Company | NO | NO | NO | NO | NO | NO | YES |
Pickup Location Code | NO | NO | NO | NO | NO | NO | YES |
Pickup Country | NO | NO | NO | NO | NO | NO | YES |
Drop Location Code | NO | NO | NO | NO | NO | NO | YES |
Drop Country | NO | NO | NO | NO | NO | NO | YES |
To apply sub-filters
For each sub-filter available, you will be able to include or exclude relevant values.
- Click the down arrow next to the sub-filter you wish to set. A list of all valid values for that sub-filter will be displayed.
- Select Include or Exclude depending on whether you want this sub-filter to include or exclude the values you select next.
- You can search for a particular sub-filter value by using the Search field and clicking Go.
- Once you have located the sub-filter values you wish to include or exclude, select each one as desired. You can also click Select all or Clear all.
- Click Done. The results shown in the report will reflect the sub-filters selections you made.
Note: The more filters you apply, the fewer results will be displayed. If you see no records displayed, try removing filters.The more filters you apply, the fewer results will be displayed. If you see no records displayed, try removing filters.
Graph Visualization Controls
Many of the reports contain a single large graph near the tile metrics. This graph contains a visualization of several different metrics and represents them as bars or lines spread across the time period selected. Some of the configurable features of the graph are explained below:
- The X-axis (horizontal values) is used to show the time period selected (e.g., months). If you click the small arrow menu to the right of the axis label, you will see three options. Once you make a selection in these menus, the graph will dynamically redraw itself to reflect your selection.
- Time Bucket – This allows you to select how you want the time period represented (e.g., weekly, monthly).
- Filter – This allows you to filter on a specific date range.
- Sort – This allows you to change the sorting direction.
- The left Y-axis (vertical values on the left) is used to provide a numeric range to the metrics displayed. If you click the small arrow menu above the axis label, you will see three options. Once you make a selection in these menus, the graph will dynamically redraw itself to reflect your selection.
- Aggregate – This allows you to set how the data for the time period you selected is to be aggregated. This will also change the labels for the key legend on the right Y-axis (vertical values on the right).
- Filter – This allows you to filter on a condition and value that you specify.
- Sort – This allows you to change the sorting direction.
- The right Y-axis (vertical values on the right) is used to provide a numeric range for the aggregated metric. To the right of that there’s a key that defines which colors represent the metrics shown in the graph. To toggle a given metric on or off in the graph, click its label.
Individual Reports
Each of the available reports and it’s metrics are described below.
Overview Report
The overview report provides a high level dashboard view of travel activity.
Tile metrics
The metrics shown in this section are arranged in large tiles. A description of each is provided in the table below.
METRIC | DESCRIPTION |
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Total Spend | Total amount spent on all travel (air, hotel, car) for the time period selected |
Total Air Spend | Total amount spent on all air travel for the time period selected. |
Total Hotel Spend | Total amount spent on all hotel stays for the time period selected. |
Total Car Spend | Total amount spent on all car rentals for the time period selected. |
Total Spend by month and type (graphic) | Bar graph showing total spend separated by air, hotel, and car for the time period selected (values tracked on left-most axis). Aggregate cumulative spend over this time period is also shown as a single line (values tracked on right-most axis). See Graph Visualization Controls for details on available configuration options. |
Total Trips | Total number of trips for the time period selected. |
Total CO2 Emissions (kg) | Total amount of CO2 emitted as a result of all trips taken for the time period selected. |
Number of Travelers | Total number of travelers associated with the bookings for the time period selected. |
Self-serve Booking % | Percentage of all bookings that were made by the traveler or their arranger. Non self-serve bookings are those made by Spotnana or a partner agent for the traveler. |
Policy Compliance | Percentage of all bookings that were in compliance with company policy for the time period selected. |
Air Policy Compliance | Percentage of all air travel bookings that were in compliance with company policy for the time period selected. |
Hotel Policy Compliance | Percentage of all hotel bookings that were in compliance with company policy for the time period selected. |
Car Policy Compliance | Percentage of all car rental bookings that were in compliance with company policy for the time period selected. |
Table Metrics
There are two tables of additional metrics.
- The metrics in these tables can be downloaded to .XLS or .CSV format by clicking on the … on the top right of each grid (you may need to hover to see it displayed).
- You can filter, sort or remove any of the metrics in the grid by clicking on the … in the column header for that metric.
Top Travelers by out of policy (OOP) bookings
This table contains the following metrics for the time period selected:
- Traveler Name
- Policy Compliance Percentage
- OOP (out of policy) bookings
- Air OOP (out of policy) bookings
- Hotel OOP (out of policy) bookings
- Car OOP (out of policy) bookings
Top Travelers by total spend
This table contains the following metrics for the time period selected:
- Traveler Name
- Spend
- Air Spend
- Hotel Spend
- Car Spend
Air Transactions Report
This report provides detailed metrics on all air travel bookings.
Tile Metrics
The metrics shown in this section are arranged in large tiles. A description of each is provided in the table below.
Table Metrics
There is a single table of additional metrics.
- The metrics in this table can be downloaded to .XLS or .CSV format by clicking on the … on the top right of each grid (you may need to hover to see it displayed).
- You can filter, sort or remove any of the metrics in the grid by clicking on the … in the column header for that metric.
Air Transaction Report
This table contains the following metrics for the time period selected:
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Hotel Transactions Report
This report provides detailed metrics on all hotel bookings.
Tile Metrics
The metrics shown in this section are arranged in large tiles. A description of each is provided in the table below.
METRIC | DESCRIPTION |
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Hotel Spend Summary (graphic) | Bar graph showing total Hotel spend for the time period selected (values tracked on left-most axis). Aggregate cumulative spend over this time period is also shown as a single line (values tracked on right-most axis). See Graph Visualization Controls for details on available configuration options. |
Spend | Total amount spent on all hotel stays for the time period selected. |
Hotel Policy Compliance | Percentage of all hotel bookings that were in compliance with company policy for the time period selected. |
Number of Travelers | Total number of travelers associated with all hotel bookings for the time period selected. |
Self-serve Booking % | Percentage of hotel bookings that were made by the traveler or their arranger. Non self-serve bookings are those made by Spotnana or a partner agent for the traveler. |
Number of Trips | Total number of trips associated with the hotel bookings for the time period selected. |
Number of Bookings | Total number of hotel bookings for the time period selected. |
Number of Transactions | Total number of transactions for the time period selected (this includes bookings, upgrades, and modifications). |
Number of nights booked | Total number of nights booked at hotels for the time period selected. |
Table Metrics
There is a single table of additional metrics.
- The metrics in this table can be downloaded to .XLS or .CSV format by clicking on the … on the top right of each grid (you may need to hover to see it displayed).
- You can filter, sort or remove any of the metrics in the grid by clicking on the … in the column header for that metric.
Hotel Transaction Report
This table contains the following metrics for the time period selected:
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Car Transactions Report
This report provides detailed metrics on all car rental bookings.
Tile Metrics
The metrics shown in this section are arranged in large tiles. A description of each is provided in the table below.
METRIC | DESCRIPTION |
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Car Spend Summary (graphic) | Bar graph showing total car rental spend for the time period selected (values tracked on left-most axis). Aggregate cumulative spend over this time period is shown as a single line (values tracked on right-most axis). See Graph Visualization Controls for details on available configuration options. |
Spend | Total amount spent on all car rentals for the time period selected. |
Car Policy Compliance | Percentage of all car rental bookings that were in compliance with company policy for the time period selected. |
Number of Travelers | Total number of travelers associated with all car rentals for the time period selected. |
Self-serve Booking % | Percentage of car rentals that were made by the traveler or their arranger. Non self-serve bookings are those made by Spotnana or a partner agent for the traveler. |
Number of Trips | Total number of trips associated with the car rentals for the time period selected. |
Number of Bookings | Total number of car rental bookings for the time period selected. |
Number of Transactions | Total number of transactions for the time period selected (this includes car rentals, upgrades, and modifications). |
Number of Days Booked | Total number of days for which cars were rented. |
Table Metrics
There is a single table of additional metrics.
- The metrics in this table can be downloaded to .XLS or .CSV format by clicking on the … on the top right of each grid (you may need to hover to see it displayed).
- You can filter, sort or remove any of the metrics in the grid by clicking on the … in the column header for that metric.
Car Transaction Report
This table contains the following metrics for the time period selected:
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Air Manifest Report
This report provides detailed metrics on all air travel bookings.
Table Metrics
There is a single table of metrics.
- The metrics in this table can be downloaded to .XLS or .CSV format by clicking on the … on the top right of each grid (you may need to hover to see it displayed).
- You can filter, sort or remove any of the metrics in the grid by clicking on the … in the column header for that metric.
Traveler Manifest
This table contains the following metrics for the time period selected:
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Hotel Manifest Report
This report provides detailed metrics on all hotel bookings.
Table Metrics
There is a single table of metrics.
- The metrics in this table can be downloaded to .XLS or .CSV format by clicking on the … on the top right of each grid (you may need to hover to see it displayed).
- You can filter, sort or remove any of the metrics in the grid by clicking on the … in the column header for that metric.
Hotel Manifest
This table contains the following metrics for the time period selected:
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Car Manifest Report
This report provides detailed metrics on all car rentals.
Table Metrics
There is a single table of metrics.
- The metrics in this table can be downloaded to .XLS or .CSV format by clicking on the … on the top right of each grid (you may need to hover to see it displayed).
- You can filter, sort or remove any of the metrics in the grid by clicking on the … in the column header for that metric.
Car Manifest
This table contains the following metrics for the time period selected:
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