Car Transactions report

Modified on Tue, 02 Apr 2024 at 04:25 PM

Car Transactions report

The Car Transactions report 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.

For a list of all analytics reports available from the Spotnana Online Booking tool, a list of the filters that can be used with them, as well as how their general visualization graphs work, see Analytic reports

TABLE OF CONTENTS

Filters

For a list of filters that are available in all analytics reports, see the Filters section of Analytic reports.

Subfilters

Sub-filters offer additional control over the data that is presented. 

Sub-filters only appear after you have selected a report to run and applied the main filters.

The sub-filters offered for this report are:

  • Transaction Type - Type of transaction (Booking Created, Booking Cancelled).
  • Traveler Name - Name of the traveler associated with the car booking.
  • Legal Entity - Legal entity of the traveler associated with the car booking.
  • Department - Department code of the traveler associated with the car booking.
  • Cost Center - Cost center of the traveler associated with the car booking.
  • Rental Company - Rental company associated with the car booking.
  • Car Type - Car type code (FCAR, MBMR) associated with the car booking.
  • Policy Compliance - Whether the travel was in or out of policy.
  • Traveler Tier - Tier associated with the traveler (Seat 1A, Standard).
  • Traveler Persona - Persona associated with the traveler (Employee, Guest - Profile, Guest - No profile).
  • Host Email
  • Event ID - ID of the event associated with the car rental booking.
  • Event Name - Name of the event associated with the car rental booking.

To apply sub-filters

For each sub-filter available, you will be able to include or exclude relevant values.

  1. 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.
  2. Select Include or Exclude depending on whether you want this sub-filter to include or exclude the values you select next.
  3. You can search for a particular sub-filter value by using the Search field and clicking Go.
  4. 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.
  5. 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 Metrics

The metrics shown in this section are arranged in large tiles. A description of each is provided in the table below.

MetricDescription
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 also shown as a single line (values tracked on right-most axis). See Graph Visualization Controls for details on available configuration options.
Spend (USD)Total amount spent on all car rentals for the time period selected
Car policy compliancePercentage of all car rentals that were in compliance with company car policy for the time period selected.
Number of TravelersTotal number of travelers associated with the 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 tripsTotal number of trips involving a car rental for the time period selected.
Number of bookingsTotal number of car rentals for the time period selected.
Number of transactionsTotal number of car rental transactions for the time period selected (this may include upgrades, modifications, and cancellations).
Number of days bookedTotal number of days for which car rentals were booked for the time period selected.


Graph Visualization Controls

For a list of the controls that can be used in the graph visualization, see the Graph Visualization Controls section of Analytic reports.

Table Grid Metrics

The table grid metrics of this report are described below. 

  • You can download the metrics in a grid 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, aggregate, or remove any of the metrics in the grid by clicking on the … in the column header for that metric.

Car transactions

This grid lists the individual car transactions within your organization. The information shown is:

  • Transaction Type
  • Traveler Email
  • Office Name
  • Traveler Persona
  • Policy Compliance
  • Source Reference
  • Drop Location Code
  • Charged Date UTC
  • Pickup Country
  • Policy Group
  • Credit Card Labels
  • Gross Spend (USD)
  • Gross Spend (Billing Currency)
  • Spotnana PNR ID
  • Rate Type
  • Published Price (USD)
  • Trip Name
  • Organization Name
  • Department Code
  • Traveler Tier
  • Rental Company Name
  • Pickup Location Code
  • Drop Address
  • Pickup Date
  • Drop Country
  • LLF Non Compliance
  • Base Spend (USD)
  • Billing Currency
  • Number of Rental Days
  • Active
  • Rate Code
  • Published Price (Billing Currency)
  • Traveler Name
  • Legal Entity
  • Cost Center
  • PNR Booked By
  • Car Type
  • Pickup Address
  • Transaction Date UTC
  • Drop Date
  • Case Codes
  • Credit Card Number (last 4 digits)
  • Taxes and Fees Spend (USD)
  • Base Spend (Billing Currency)
  • Number of Cars
  • Transaction Key (unique Spotnana identifier)
  • Rate Source





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