Analytic reports

Modified on Wed, 10 Apr 2024 at 05:06 PM

Analytic reports

TABLE OF CONTENTS

Analytic reports

Introduction

The analytics reports allow you to review meaningful metrics, apply powerful filters, control sorting options, and download data for further analysis. This guide will explain the features and actions common to all reports. For details on the metrics and the data present in each report, see the individual report topics linked to in the table below.

To access reports

To view the reports page, select Company reports from under the Analytics menu. Then, select the desired report from the relevant category menu in the left hand panel.

Individual reports

The reports you may select are listed below. Click the name of a report for more detailed documentation on it.

Report Name	Category	Description
Overview	General	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	Spend	Provides detailed metrics on all air 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, times, and airlines. You can use this report to derive insights about your spend across air bookings and conduct reconciliation.
Hotel Transactions	Spend	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	Spend	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 rental car bookings and conduct reconciliation.
Limo Transactions	Spend	Provides detailed metrics on all limo car 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, times, and rental company. You can use this report to derive insights about your spend across limo bookings and conduct reconciliation.
Air Manifest	General	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	General	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	General	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.
Rail Transactions	Spend	Provides detailed metrics on all rail 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, times, and vendors. You can use this report to derive insights about your spend across rail bookings and conduct reconciliation.
Rail Manifest	General	Provides detailed metrics on all rail bookings. This includes information on traveler logistics, top travel destinations and carriers 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.
Custom Fields	Spend	Provides travel spend related to any custom fields your company has created as well as detailed metrics on the trips associated with those custom fields.
Air Unused Credits	Savings	Provides detailed metrics on unused credits associated with air travel.
Event Analytics	Events	Provides detailed metrics on events, organized into different groupings related to reconciliation and any air, hotel, rail, or car rental bookings associated with the event. The report can be used to reconcile financial data, track traveler locations and bookings and derive traveler safety insights.
Overall Spend	Spend	Provides a high level dashboard view of travel spend. This report serves as a more detailed version of the more general Overview report. It contains an overview of spend metrics per traveler and booking source. The sub-filters can be used to restrict the data shown to specific travelers, departments, offices, or countries.
Policy - Top Travelers	Compliance	Provides detailed metrics on policy compliance organized by department and traveler. You can use this report to derive insights about your company’s adherence to policy. The sub-filters can be used to refine your view to specific booking types (air, hotel, car, rail), offices, and personas.
Policy Violations	Compliance	Provides detailed metrics on bookings that do not adhere to company policy. The report can be used to derive insights about out-of-policy (OOP) spend organized by department, traveler, and policy violation reason. The sub-filters can be used to refine your view to specific departments and travelers.
Rail Split Tickets	Savings	When booking rail travel, travelers can sometimes significantly reduce the cost of the booking by splitting it into multiple tickets. This report provides insights about the savings generated by selecting split tickets for rail bookings. The sub-filters in this report can be used to restrict the data you see to specific travelers, departments, and events.

Filters

Once you have selected the report you wish to run, use the menus along the top of the Company reports page to select the desired filters and refine the data you are looking for. 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 Manifest report, the options will be Transaction Date, Departure Date, Arrival Date).
(Start and End Dates) Select the start and end dates for the time range you wish your report to contain.

As you select and set each filter, the data displayed in the report will be dynamically updated.

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. For a list of the sub-filters available for each report, see the links in the table above for each individual report (Individual reports section).

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.

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 Custom Fields report uses this axis to show Gross Price USD and offers Aggregation options from the arrow menu (instead of time periods).

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 Custom Fields report uses this axis to show the individual custom fields that your company has defined (Reason for Travel, etc.).

The Custom Fields report uses this axis to show the individual custom fields that your company has defined (Reason for Travel, etc.).

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.

The Custom Fields report does not use this axis for numeric values but does display a key that defines the metrics shown (answers given by travelers to various custom field questions).