Reporting & Analytics

The Reporting page provides insights into your organization's travel spending and patterns.

Reporting Dashboard

The Reporting Dashboard gives you a comprehensive view of travel activity and spending.

Key Metrics

The dashboard displays important travel metrics:

Total Trips - Number of trips in the selected period
Total Spend - Total amount spent on travel
Average Budget - Average cost per trip
Policy Violations - Number of trips that violated policies
Average Approval Time - How long approvals take on average

All metrics can be filtered by date range, status, cost code, traveler, or other criteria.

Spending Breakdowns

View spending from multiple perspectives:

By Status

See spending broken down by trip status:

Approved - Trips that have been approved
Booked - Confirmed travel bookings
Completed - Finished trips with actual costs

By Cost Code

Track spending by expense category:

Identify which departments or projects spend the most
Compare spending across cost codes
Track budget allocation

By Traveler

View spending by employee:

See individual travel patterns
Identify frequent travelers
Track spending per person

By Time Period

Analyze trends over time:

Monthly - View month-by-month spending
Quarterly - See quarterly trends
Custom Ranges - Select any date range

Exporting Data

Export reports as CSV files for:

Accounting Systems - Import into your accounting software
Budget Planning - Use data for future budget planning
Compliance Audits - Provide data for compliance reviews
Executive Reporting - Create reports for leadership

Export Options

When exporting, you can select:

Date Range - Specific time period to export
Filters - Apply status, cost code, or traveler filters
Fields - Choose which columns to include
Format - CSV format for easy import

Using Exported Data

Exported CSV files include:

Trip details (dates, destinations, travelers)
Booking information (flights, hotels)
Cost information (budgets, actual costs)
Cost codes and allocations
Approval history
Policy compliance status

Analyzing Reports

Identifying Trends

Use reports to identify:

Spending Patterns - When travel spending peaks
Popular Destinations - Most frequented locations
Policy Compliance - How often policies are violated
Approval Efficiency - How quickly approvals are processed

Budget Analysis

Compare spending to budgets:

Track actual vs. estimated costs
Identify budget overruns
Plan future allocations
Adjust policies based on spending patterns

Policy Effectiveness

Evaluate policy impact:

See how often policies trigger approvals
Identify frequently violated rules
Assess whether policies are too strict or too lenient
Refine policies based on data

Best Practices

For Finance Admins

Export Regularly - Export data monthly for accounting reconciliation
Track Trends - Review spending patterns quarterly
Budget Planning - Use historical data for budget forecasting
Cost Code Analysis - Review cost code usage to optimize allocation

For Travel Admins

Monitor Compliance - Track policy violations to refine policies
Review Approval Times - Ensure approvals are processed efficiently
Identify Patterns - Use data to understand travel needs
Report to Leadership - Create executive summaries from detailed data

Regular Reviews

Weekly - Quick check of key metrics
Monthly - Detailed spending analysis
Quarterly - Comprehensive trend review
Annually - Year-end analysis and planning