Overall Spend report

Modified on Fri, 1 Nov at 12:04 PM

Overall Spend report

The Overall Spend report 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.

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

Overall Spend report

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:

Traveler Name - Name of the traveler associated with the travel spend.
Traveler Department Code - Department code of the traveler associated with the travel spend.
Traveler Office Name - Office associated with the traveler associated with the travel spend.
Legal Entity - Legal entity of the traveler associated with the travel spend.
Traveler Office City - City of the office associated with the traveler and travel spend.
Traveler Office Country - Country of the office associated with the traveler and travel spend.
Policy Compliance - Whether the travel was in or out of policy.
Traveler Tier - Tier associated with the traveler (VIP, Standard).
Traveler Persona - Persona associated with the traveler (Employee, Guest - Profile, Guest - No profile).
Event ID - ID of the event associated with the travel spend.
Event Name - Name of the event associated with the travel spend.

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.

Parameters

Currency code

You can use the Currency Code parameter to control the currency in which all monetary values are displayed. To set this value:

Click the Currency Code parameter.
Select the desired currency (or search for it).
Click Apply.

This parameter converts all values from the billing currency to the selected currency.

This conversion is only an approximate and does not reflect the actual conversion performed by the payment provider. For financial reconciliation purposes, please refer to the values in billing currency. Spotnana is not liable for any conversion discrepancies.

Name Format

You can use the Name Format parameter to designate whether the traveler's preferred name (if specified) should also be included in the report metics. By default, only the legal name will be used. To set this:

Click the Name Format parameter.
Select either Include Preferred or Legal Only.
Click Apply.

Graph Metrics

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

Metric	Description
Total spend	Total amount spent on all travel bookings (air, hotel, car, rail, limo) for the selected time period.
Total air spend	Total amount spent on all air travel for the selected time period.
Total hotel spend	Total amount spent on all hotel stays for the selected time period.
Total car spend	Total amount spent on all car rentals for the selected time period.
Total booking value	Total value of all bookings made (including all canceled and modified bookings) for the selected time period.
Total ancillary spend	Total amount spent on all ancillaries for the selected time period.
Total spend on changes	Total amount spent on all modifications of air, car, hotel, and rail bookings.
Total taxes and fees spend	Total amount spent on all taxes and fees associated with bookings for the selected time period.
Total spend by month and type (graphic)	Bar graph showing total spend for air, hotel, rental car, and rail 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). For a list of the controls that can be used in the graph visualization, see the Graph Visualization Controls section of Analytic reports.
Number of travelers	Total number of travelers associated with all bookings for the time period selected.
Number of trips	Total number of trips for the time period selected.
Number of bookings	Total number of bookings for the time period selected.
Policy compliance percentage	Percentage of all bookings that were in compliance with company policies for the time period selected.
Spend (USD) by booking entity	Total amount spent on all bookings, organized by booking entity (agent, traveler, arranger, outside of the Spotnana Online Booking Tool) for the time period selected.
Spend by booking source	Total amount spent organized by the source (e.g., Sabre, NDC) of the travel booking.
Spend by currency	Total amount spent organized by the currency used for the booking.

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.

Traveler spend overview

This grid lists the individual travelers within your organization and the travel spend associated with them. The information shown is:

Traveler Name
Total Gross Spend
Air spend
Hotel spend
Car spend
Rail spend
Limo spend
Total Tax & Fee Spend
Air tax & fees
Hotel tax & fees
Car tax & fees
Rail tax & fees
Limo tax & fees
Number of trips
Number of travelers
Number of bookings
Policy Compliance Percentage
Ancillary spend
Booking value
Change spend