Custom Reports
Custom reports allow Company administrators and TMC administrators to create custom reports and select the metrics (attributes), filters, and dates they want to include in those reports. Once created, these reports can be saved and edited for later use.
TABLE OF CONTENTS
A note on terminology:
The data that you can include in your custom reports in grouped into the following categories:
Measures (e.g., Gross Spend)
Attributes (e.g., Booking Type, Trip ID)
Dates (e.g., Transaction Date)
Parameters (Target Currency)
To create a report
Select Company reports from the Analytics menu. The Company reports page will be displayed.
Click the Create report button (top left). The Create report dialog will be displayed.
Enter a name for the report in the Report name field.
Enter a description for the report (optional).
Click Confirm. The custom report page will be displayed (showing the name of your custom report).
Click the Add widget button (top right).
Select the data you want to include in your custom report. Data is grouped by Measures, Attributes, Dates, and Parameters. To select a particular data item for inclusion in your report, select its checkbox. Each data item you select will be included as a column in your custom report.
You can also search for data items using the search feature.
The Popular tab lists data items you have selected in the past.
Click the Go button (upper right). The data you have selected will be displayed (each data item will be a column). To switch between a table or chart version of your data, click View table or View chart. You can also change the data visualization using the button on the right (bar graph icon).
When done, click Save widget. The Pin to Report dialog box will be displayed.
Select the report you would like to save these data items to (e.g., the report you just created) and click Pin.
A confirmation message will be displayed stating that the results have been saved to the custom report you selected. You can choose to View report or Continue searching. Click View report (you can always add more data). Your custom report will be added to the list under Self-Serve (left hand menu).
To run an existing custom report
Select Company reports from the Analytics menu. The Company reports page will be displayed.
Select the desired custom report from the Self-Serve menu (on the left). The custom report you selected will be run.
To edit an existing custom report
Select Company reports from the Analytics menu. The Company reports page will be displayed.
Select the desired custom report from the Self-Serve menu (on the left). The custom report page will be displayed.
Click Edit. The Add note, Add filter, and Add parameter buttons will be displayed.
To add a note, click Add note and enter the desired note (you can format the text as desired.
To add a filter, click Add filter. Note that the Add Filter button will only be enabled when your report has actual data. The Add Filters list will be displayed. Select the relevant filter, configure it as desired (e.g., select desired values), and click Apply.
To add a parameter, click Add parameter. Note that the Add parameter button will only be enabled if your report has data items that rely on parameters (e.g., Target Currency or Gross Spend). The Parameters list will be displayed. Select the desired parameter, set it as desired (e.g., select a specific currency), and click Apply.
When done, click Save.
To make a copy of a custom report
Select Company reports from the Analytics menu. The Company reports page will be displayed.
Select the desired custom report from the Self-Serve menu (on the left). The custom report page will be displayed.
Select Make a copy from the … menu on the right. The Describe your report dialog box will be displayed.
Enter a name and description for your copy of the report.
Click Save. A new report will be created and inherit any widgets that were included in the report from which you made the copy. You can then customize the copy of the report as needed.
To add or remove a custom report to/from your favorites
Select Company reports from the Analytics menu. The Company reports page will be displayed.
Select the desired custom report from the Self-Serve menu (on the left). The custom report page will be displayed.
Select the favorite icon (star) to add the report your favorites. Clear the favorite icon (star) to remove the report your favorites.
To delete a custom report
Select Company reports from the Analytics menu. The Company reports page will be displayed.
Select the desired custom report from the Self-Serve menu (on the left). The custom report page will be displayed.
Click Delete report (top right).
You will be prompted to confirm that you want to delete the report. Click Delete.
To download a custom report
Select Company reports from the Analytics menu. The Company reports page will be displayed.
Select the desired custom report from the Self-Serve menu (on the left). The custom report page will be displayed.
Select Download PDF from the … menu on the right. The Download dialog box will be displayed.
Select the desired Format (Report, Visualizations), Layout (Portrait, Landscape), Branding, and enter any desired Footer text.
Click Download. A PDF version of your report will be downloaded.
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