Policy - Top Travelers report

Modified on Fri, 1 Nov at 12:07 PM

Policy - Top Travelers report

The Policy - Top Travelers report 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.

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

Policy - Top Travelers 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 once you have selected a report to run and applied the main filters.

The sub-filters offered for this report are:

Booking Type - Type of travel booked (air, hotel, car, rail).
Traveler Name - Name of the traveler.
Traveler Department Code - Department associated with the traveler.
Traveler Office Name - Office associated with the traveler.
Traveler Office City - City of the office associated with the traveler.
Traveler Office Country - Country of the office associated with the traveler.
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 booking
Event Name - Name of the event associated with the booking.

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
Policy compliance percentage	Percentage of all bookings that were in compliance with company policy for the selected time period.
Number of OOP bookings	Total number of bookings that were not in compliance with company policy for the selected time period. These types of bookings are also referred to as OOP (out-of-policy).
Spend per ticket - in policy	Average spend per in-policy ticket for the selected time period.
Spend per ticket - out of policy	Average spend per out-of-policy ticket for the selected time period.
Number of travelers	Total number of travelers associated with the bookings for the selected time period.
Number of OOP travelers	Total number of travelers with out-of-policy bookings for the selected time period.
Total spend - in policy	Total amount spent on bookings that were in compliance with company policy for the selected time period.
Total spend - out of policy	Total amount spent on bookings that were not in compliance with company policy for the selected time period.
OOP booking percentage by department (graphic)	Percentage of bookings that were not in compliance with company policy organized by department for the selected time period. 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 OOP bookings by department (graphic)	Number of bookings that were not in compliance with company policy organzied by department for the selected time period. 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.

Traveler OOP report

This grid lists various policy-related metrics organized by each traveler. The information shown is:

Traveler Name
Traveler Email
Traveler Org Name
Legal Entity Name
Traveler Office Name
Traveler Department Code
Cost Center
Traveler Persona
Traveler Designation
Traveler Tier
OOP bookings
OOP air bookings
OOP hotel bookings
OOP car bookings
OOP rail bookings
OOP travelers
OOP spend
Policy compliance percentage
Number of bookings