Overview report (Company reports)

The Overview report provides a high level dashboard view of travel activity. Use it to review total spend (by method or time periods), CO2 data, self-service booking percentages, and policy compliance for general financial and travel management reporting. The sub-filters can be used to refine your view 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

• Overview report (Company reports)
  • Filters
  • Subfilters
    • To apply sub-filters
  • Parameters
    • Currency code
    • Name Format
  • Graph Metrics
    • Graph Visualization Controls
  • Table Grid Metrics
    • Top travelers by out of policy (OOP) bookings
    • Top travelers by total spend

Filters

For a list of filters that are available in all analytics reports, see the Filters sections 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:

• Traveler Name - Name of the traveler.
• Traveler Department Code - Department code of the traveler.
• Traveler Office Name - Name of the office associated with the traveler
• Traveler Office City - City of the office associated with traveler.
• Traveler Office Country - Country of the office associated with the traveler.
• 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 traveler.
• Event Name - Name of the event associated with the traveler.

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.

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:

1. Click the Currency Code parameter.
2. Select the desired currency (or search for it).
3. 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:

1. Click the Name Format parameter.
2. Select either Include Preferred or Legal Only.
3. 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.

Graph Visualization Controls

For a list of the controls that can be used in the graph visualization, see 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.

Top travelers by out of policy (OOP) bookings

This grid lists the travelers within your organization who have the most out of policy bookings. The information shown is:

• Travler Name
• Policy Compliance Percentage
• OOP bookings
• Air OOP bookings
• Hotel OOP bookings
• Car OOP bookings

Top travelers by total spend

This grid lists the travelers within your organization who have spent the most on travel. The information shown is:

• Travler Name
• Spend USD
• Air Spend USD
• Hotel Spend USD
• Car Spend USD