Limo Transactions report

Modified on Tue, 02 Apr 2024 at 04:27 PM

Limo Transactions report

The Limo Transactions report provides detailed metrics on all limo 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 pickup and dropoff locations, number of limos, and rental company. You can use this report to derive insights about your spend across limo 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

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 limo booking.
  • Legal Entity Name - Legal entity of the traveler associated with the limo booking.
  • Traveler Department - Department code of the traveler associated with the limo booking.
  • Cost Center - Cost center of the traveler associated with the limo booking.
  • Limo Company Name - Rental company associated with the limo booking.
  • Car Type Code - Car type code associated with the limo 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 limo booking.
  • Event Name - Name of the event associated with the limo 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
Monthly Grosss Spend & Aggregate Spend (graphic)Bar graph showing total limo rental spend for the time period selected (values tracked on left-most axis). Aggregate cumulative spend over this time period is also shown (values tracked on right-most axis). See Graph Visualization Controls for details on available configuration options.
Spend (USD)Total amount spent on all limo rentals for the time period selected
Number of TravelersTotal number of travelers associated with the limo rentals for the time period selected.
Number of tripsTotal number of trips involving a limo rental for the time period selected.
Number of bookingsTotal number of limo rentals 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.

Limo transactions

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

  • Transaction Type
  • Traveler Email
  • Traveler Office Name
  • Traveler Persona
  • Source Reference
  • Dropoff Location
  • Charged Date UTC
  • Pickup Country
  • Credit Card Labels
  • Total Gross Spend
  • Total Gross Spend (Billing Currency)
  • Spotnana PNR ID
  • Total Base Spend
  • Invoice Number
  • Invoice Date
  • Cost Center
  • Car Type Code
  • Trip ID
  • Trip Name
  • Traveler Org Name
  • Traveler Department
  • Traveler Tier
  • Limo Company Name
  • Pickup Location
  • Dropoff Country
  • Billing Currency Code
  • Active
  • Total Gross Price (Billing Currency)
  • Total Gross Price
  • Total Published Price
  • Travel Begin UTC
  • Travel Begin Local Timezone
  • Travel End UTC
  • Travel End Local Timezone
  • Confirmation number
  • Traveler Designation
  • Traveler Name
  • Legal Entity Name
  • Transaction Date UTC
  • Credit Card Numbers (last 4 digits)
  • Total Tax and Fee Spend
  • Total Base Spend (Billing Currency)
  • Transaction Key (unique Spotnana identifier)
  • Booking Source





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