Insights and analytic reports

Created by Joseph T Roepcke, Modified on Fri, 24 Jul at 5:18 PM by Joseph T Roepcke

Insights and analytic reports

The reports that are available and the data that is presented in each report will depend on the roles and groups that you belong to.

TABLE OF CONTENTS

Insights and analytic reports

Introduction

The insights and analytics reports allow you to review meaningful metrics, apply powerful filters, control sorting options, review valuable insights, and download data for further analysis. This page explains the features and actions common to all reports. For details on the metrics and the data present in each report, use the table below.

To access reports

To view the reports page, select Insights (administrators) or Reports (non-administrators) from the main menu. Then, select the desired report from the relevant category menu in the left hand panel.

Individual travelers will have access to many of the reports below (by selecting Reports). However, those versions of the reports will only contain data relevant to bookings made by that traveler, their direct reports, or their organization.

Individual reports

The reports you may select are listed below. The reports to which you will have access depend on the roles and groups that you belong to.

Report Name	Category	Description
Agent Productivity (TMCs only)	Agent	Provides a comprehensive view of how much of your transaction volume is being supported by agents vs. being completed by travelers themselves (via self-service). This enables you to analyze which transactions involve an agent and filter by booking type and transaction type, as well as monitor the self-serve rate, handle time, and weekly trends. This report is only available to TMCs.
Agent Tasks (TMCs only)	Agent	Provides an end-to-end view of agent workload, including: how many tasks were created who handled them (AI agent or human agent) what types of work they represented how they were prioritized how long did they take where did they originate from Details are even provided at the transaction-level for tasks and errors.
Air Manifest	Manifests	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.
Air O&D Pairs	General	Provides insights on origin and destination (O&D) pairs for air travel. The metrics presented include top O&D city and airport pairs by spend, ticket price, and ticket count as well as air travel grouped by type of itinerary booked (one-way, round-trip, multi-city). Detailed transaction level information is also provided.
Air Refunds	Savings	Provides a comprehensive view of any value associated with unused air tickets and how much of it you can recover. This allows you to analyze inactive booking value, refunds recovered, missed savings.
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.
Air Unused Credits	Savings	Provides detailed metrics on unused credits associated with air travel.
All Transactions	Spend	Provides detailed information about all booking types at the transaction level. This includes useful metrics and insights for spend, policy compliance, and emissions as well as transaction-level details. Use this report to derive insights across all your transactions and to conduct reconciliation. Note: The contents of the Overall Spend report have been merged into this report (since there was significant overlap).
Booking Feedback	Feedback	Provides metrics and insights on feedback and ratings received from travelers.
Car Manifest	Manifests	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.
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.
CO2 Emissions	Emissions	Provides insights on the carbon dioxide emissions produced by your air and rail travel bookings. The metrics presented are aggregated across all air and rail bookings as well as being broken down by travel vendor, traveler, and traveler department. Detailed transaction level information is also provided.
CO2 Offsets (Air)	Emissions	Provides a comprehensive view of the carbon offset costs for your air travel, enabling you to track total offset spend, analyze cost per flight leg, and compare offset costs across routes and carriers.
CO2 Offsets (Rail)	Emissions	Provides a comprehensive view of the carbon offset costs for your rail travel, enabling you to track total offset spend, analyze cost per journey, and compare offset costs across routes and rail providers.
Content Source Savings	Savings	Provides insights about the added value you receive from Spotnana’s direct connections.
Custom Fields	General	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.
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.
Home page	N/A	Provides a world map with real time updates of recent travel bookings and offers metrics on total spend for each booking type (air, hotel, car, etc.), average spend, and total trips. It provides a real time list of recent bookings across your entire organization. For TMCs, it provides a list of recent bookings for all organizations you support. If you click on any route, booking details will be displayed (e.g., traveler, booking amount, route, booking class, total spend, and total bookings).
Hotel Manifest	Manifests	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.
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.
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.
Lowest Logical Fare	Savings	Provides information about missed or actual savings related to the lowest logical fare (LLF) for air bookings. This includes both high-level level data on missed and actual savings as well as more traveler and booking- specific information on the impact of LLF and any potential savings.
Negotiated Savings	Savings	Provides information on savings achieved through company- and TMC-negotiated rates for bookings. This report contains metrics on total negotiated savings as well as details, such as savings by booking type and travel provider.
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.
Policy - Out of Policy 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.
Quarterly Business Review	General	Provides a comprehensive view of your travel program performance, including spend, adoption, compliance, supplier utilization, and traveler satisfaction.
Rail Manifest	Manifests	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.
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.
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.
Self Booking	General	Measures usage levels of the Online Booking Tool (OBT) by travelers across your travel program, enabling you to track how often booking is accomplished via travelers themselves (self-serve) versus agent-assisted bookings. This allows you to identify where agent-assisted bookings can be converted to self-serve to reduce costs.
TMC Fee	General	Provides details of the TMC fees that are charged including the exact amount, who was charged, how it was calculated, and which trip and PNR were associated with it.
TMC Fee Failures	General	Provides insights on failed TMC service-charge payments. This allows you to see how many fee charges failed, how much revenue is at risk, why they failed, and which organizations are most affected. This report can help you recover unpaid fees and fix recurring payment issues.
Trip / PNR Timeline	General	Provides a single, time-ordered view of everything that has happened on a booking (PNR), from creation through servicing. Instead of checking multiple screens, you can use this timeline to answer: What changed? When did it happen? Who or what caused it?
User Actions	General	Provides insights about the actions travelers have taken as well as any changes to preferences they have made in their Spotnana profile. This enables you to see how many users are taking actions, which actions are most common, how they trend over time, and whether they are successfully completed.
User Engagement	General	Provides insights about user engagement across your travel program, enabling you to measure platform reach, understand how travelers book (web vs. mobile, self-serve vs agent-assisted), and see engagement by role, department, and cost center.

Filters

Once you have selected the report you wish to run, use the menus along the top of the 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 Departure Date, Arrival Date).
Date - Select the start and end dates for the time range you wish your report to contain.
PNR Creation Date - Select a PRN creation date.
Trip Creation Date - Select a trip creation date.
Transaction Date - Select a transaction date.

As you select and set each filter, the data displayed in the report will be dynamically updated. 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 one or more visual graphics as well as tile-based metrics (on cards). These graphs contain visualizations of several different metrics and generally represent them as bars, pies, or lines spread across the time period selected. Some of the graphs are configurable. In addition, what the X and Y axis is used to represent will depend on what each graph is being used to visualize (the information icon will provide helpful explanations).