My Reports

Modified on Tue, 15 Oct at 2:38 PM

My Reports

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

TABLE OF CONTENTS

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, see the individual report topics linked to in the table below.

To access reports

To view your reports, select My reports from the Analytics menu. Then, select the desired report from the Choose report menu (the default may be set to Overview). 

Individual reports

The reports you may select are listed below. Click the name of a report for more detailed documentation on it.   

Each of the pages linked to below (except for the Overview report) describes the metrics that Company Administrators see. Company Administrators have access to information for all travelers in your company. 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 NameCategoryDescription
Overview (My reports)GeneralProvides 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 TransactionsSpendProvides 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 TransactionsSpendProvides 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 TransactionsSpendProvides 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 TransactionsSpendProvides 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 TransactionsSpendProvides 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 ManifestGeneralProvides 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 ManifestGeneralProvides 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 GeneralProvides 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 TransactionsSpend
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 ManifestGeneral
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 CreditsSavingsProvides 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 Reports page to select the desired filters and refine the data you are looking for. You can filter by:

  • (Search By) – The options displayed under this filter will depend on the report you have selected above (e.g., for the Air Manifest report, the options will be Transaction Date, Departure Date, Arrival Date).
  • (Start and End Dates) Select the start and end dates for the time range you wish your report to contain.

As you select and set each filter, the data displayed in the report will be dynamically updated.

Sub-filters

Some reports will also offer sub-filters for additional control over the data presented. These fields will only appear once you have selected a report to run and applied the main filters. For a list of the sub-filters available for each report, see the links in the table above for each individual report (Individual reports section). 

Individual travelers generally don't have access to sub-filters since the information displayed is only relevant to a single 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.

Graph Visualization Controls

Many of the reports contain a single large graph near the tile metrics. This graph contains a visualization of several different metrics and represents them as bars or lines spread across the time period selected. Some of the configurable features of the graph are explained below:

  • The X-axis (horizontal values) is used to show the time period selected (e.g., months). If you click the small arrow menu to the right of the axis label, you will see three options. Once you make a selection in these menus, the graph will dynamically redraw itself to reflect your selection.
    • Time Bucket – This allows you to select how you want the time period represented (e.g., weekly, monthly).
    • Filter – This allows you to filter on a specific date range.
    • Sort – This allows you to change the sorting direction.
  • The left Y-axis (vertical values on the left) is used to provide a numeric range to the metrics displayed. If you click the small arrow menu above the axis label, you will see three options. Once you make a selection in these menus, the graph will dynamically redraw itself to reflect your selection.
    • Aggregate – This allows you to set how the data for the time period you selected is to be aggregated. This will also change the labels for the key legend on the right Y-axis (vertical values on the right).
    • Filter – This allows you to filter on a condition and value that you specify.
    • Sort – This allows you to change the sorting direction.
  • The right Y-axis (vertical values on the right) is used to provide a numeric range for the aggregated metric. To the right of that there’s a key that defines which colors represent the metrics shown in the graph. To toggle a given metric on or off in the graph, click its label.

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