My Reports

Created by Joseph T Roepcke, Modified on Mon, 17 Aug at 4:32 PM by Joseph T Roepcke

My Reports

The reports described on this page are available to individual travelers. For a list of the reports available to Company Administrators, see Insights and analytic reports.

TABLE OF CONTENTS

My Reports

Introduction

My reports allow you to review meaningful metrics about your own travel, apply powerful filters, control sorting options, and download data for further analysis. This page explains the features and actions common to all reports. For details on the metrics and the data present in each report, refer to the individual report in the Spotnana platform (each report has info text to explain the tiles and metrics).

To access reports

To view your reports, click Insights (in the top menu). The main insights page will be displayed.
Expand the My reports menu. The list of reports will be displayed.
Then, select the desired report from the list.

Once the report is displayed, if you have travelers who report to you, you can select whether the report shows travel data related to just you, your direct reports, or all travelers who report to you and your direct reports.

Individual reports

The reports you may select are listed below.

Your view of these reports (in My Reports) will only contain information specific to you. As a result, you may not have access to some data filters.

Report Name	Description
Overview (My reports)	Provides a high level dashboard view of travel activity. Use it to review total spend (by travel method or time period), CO2 data, self-service booking percentages, and policy compliance for general financial and travel management reporting.
All Transactions	Provides detailed information about all booking types at the transaction level. This includes useful metrics for spend, policy compliance, and emissions as well as transaction-level details. Use this report to derive insights across all your transactions.
Air Transactions	Provides detailed metrics on all air 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 airlines. You can use this report to derive insights about your spending across air bookings.
Hotel Transactions	Provides detailed metrics on all hotel bookings at the transaction level. This includes many relevant financial and accounting details (e.g., taxes, fees, credit card used). You can use this report to derive insights about your spending across hotel bookings.
Car Transactions	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 spending across rental car bookings.
Limo Transactions	Provides detailed metrics on all limo car 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 rental company. You can use this report to derive insights about your spending across limo bookings.
Air Manifest	Provides detailed metrics on all air travel bookings. This includes information on traveler logistics, top travel destinations and suppliers as well as filters based on arrival and/or departure times. This can be useful in supporting duty of care or providing insights around preferred suppliers and negotiated rates.
Hotel Manifest	Provides detailed metrics on all hotel bookings. This includes information on traveler logistics, top suppliers and locations as well as filters based on checkin and/or checkout times. This can be useful in supporting duty of care or providing insights around preferred suppliers and negotiated rates.
Car Manifest	Provides detailed metrics on all car rentals. This includes information on driver logistics, top suppliers and locations as well as filters based on car type or pick-up/drop-off time and location. This can be useful in supporting duty of care or providing insights around preferred suppliers and negotiated rates.
Rail Transactions	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 spending across rail bookings.
Rail Manifest	Provides detailed metrics on all rail bookings. This includes information on traveler logistics, top travel destinations and carriers as well as filters based on arrival and/or departure times. This can be useful in supporting duty of care or providing insights around preferred suppliers and negotiated rates.
Air Unused Credits	Provides detailed metrics on unused credits associated with air travel.

Filters

Once you have selected the report you wish to run, use the menus along the top of the page to select the desired filters and refine the data you are looking for. You can filter by:

Transaction Date - Select the start and end dates for the time range you wish your report to contain.
The other filter options displayed will depend on the report you have selected above (e.g., for the Air Manifest report, the options will be Departure Date, Arrival Date).

As you select and set each filter, the data displayed in the report will be dynamically updated. The more filters you apply, the fewer results will be displayed. If you see no records displayed, try removing filters.

You can also change the currency that will be used in your report using the menu on the upper right.

Graph Visualization Controls

Many of the reports contain one or more visual graphics as well as tile-based metrics (on cards). These graphs contain visualizations of several different metrics and generally represent them as bars, pies, or lines spread across the time period selected. Some of the graphs are configurable. In addition, what the X and Y axis is used to represent will depend on what each graph is being used to visualize (the information icon will provide helpful explanations).

Report favorites

You may want to add certain frequently used reports to your favorites list.

To add a report to your favorites list

Select Insights from the top menu. The globe map will be displayed with some spend graphs.
Select the desired report from one of the menus on the left hand side.
Once the desired report is displayed, click the star button in the upper right hand corner of the page (next to the export icon). The report will be added to your favorites and now appear for easy selection under the Favorites menu on the left.

To access one of your favorite reports

Select Insights from the top menu. The globe map page will be displayed.
Expand the Favorites menu on the left hand side.
Select the desired report from the list of favorites.

To remove a report from your favorites list

Select Insights from the top menu. The Home page (with world map) page will be displayed.
Expand the Favorites menu on the left hand side.
Select the desired report from under the Favorites menu.
Once the desired report is displayed, click the star button in the upper right hand corner of the page (next to the export icon). The report will be removed from your favorites and no longer appear for selection under the Favorites menu on the left.