Rail Transactions report

Modified on Tue, 02 Apr 2024 at 03:59 PM

Rail Transactions report

The Rail Transactions report 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. 

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 once you have selected a report to run.

The sub-filters offered for this report are:

  • Transaction Type - Type of transaction (Booking Created, Booking Modified, Booking Cancelled).
  • Traveler Name - Name of the traveler.
  • Legal Entity - Legal entity associated with the traveler.
  • Department - Department associated with the traveler.
  • Cost Center - Cost center associated with the traveler.
  • Vendor name  - The carrier associated with the rail booking.
  • Travel Region Type - Type of travel (domestic or international).
  • 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 rail booking.
  • Event Name - Name of the event associated with the rail 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
Rail spend summary (graphic)Bar graph showing total rail travel 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.
SpendTotal amount spent on all rail travel for the time period selected
Rail policy compliancePercentage of all rail bookings that were in compliance with company rail policy for the time period selected.
Number of TravelersTotal number of travelers associated with rail bookings for the time period selected.
Self-serve Booking %Percentage of rail bookings that were made by the traveler or their arranger for the selected time period. Non self-serve bookings are those made by Spotnana or a partner agent for the traveler.
Number of tripsTotal number of trips involving rail bookings for the time period selected.
Number of bookingsTotal number of rail bookings for the time period selected.
Number of transactionsTotal number of rail transactions for the time period selected (this may include modifications, upgrades, and cancellations).
CO2 Emissions (kg)Total amount of CO2 emitted as a result of all rail travel taken 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.

Rail transactions

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

  • Transaction Type
  • Traveler Email
  • Office Name
  • Traveler Persona
  • Traveler Region Type
  • Vendor Name
  • Collection Numbers
  • Policy Compliance
  • Charged Date UTC
  • List of Policies Violated
  • Policy Group
  • Credit Card Labels
  • Base Spend (User Selected Currency)
  • Gross Spend (Billing Currency)
  • CO2 Emissions (kg)
  • Transaction Key
  • Rate Source
  • Host Name
  • Host Email
  • Rail Card Applied
  • Split Ticket Savings (User Selected Currency)
  • Trip Name
  • Trip ID
  • Organization Name
  • Department
  • Traveler Designation
  • Traveler Tier
  • Journey Type
  • Confirmation Number
  • OOP Reason Code
  • Travel Begin Date UTC
  • Policy Violation Details
  • Ticket Price (User Selected Currency)
  • Taxes and Fees Spend (Billing Currency)
  • Billing Currency Code
  • Spotnana PNR ID
  • Rate Type
  • Event ID
  • Fare Composition Outbound
  • E Ticket Available
  • Split Ticket Savings (Billing Currency)
  • Traveler Name
  • Legal Entity
  • Legal Entity External ID
  • Cost Center
  • Traveler SIO Code
  • PNR Booked By
  • Routing
  • E Ticket Numbers
  • Transaction Date UTC
  • Travel End Date UTC
  • OOP Reason Description
  • Credit Card Number (last 4 digits)
  • Taxes and Fees Spend (User Selected Currency)
  • Gross Spend (User Selected Currency)
  • Base Spend (Billing Currency)
  • Rail Distance (miles)
  • Active
  • Rate Code
  • Published Price (User Selected Currency)
  • Published Price (Billing Currency)
  • Fare Composition Return

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article