At the moment there are two different report types that you can generate based on your company's travel behaviour: a bookings report and a transactions report. Both can also be downloaded to CSV format for further analysis.
Booking report
If you need a quick overview of all the bookings that have been made over a certain period, you can run a booking report. Navigate to Manage -> Reports -> Bookings report. Your default overview will look like this:
From here on you can,
- Filter out the time frame (30 days, 90 days, year, or custom) in the top right corner for all the bookings that you'd like to generate.
- Click on the trip details to open up the detail page, or download individual invoices or pdf files per booking if necessary by hitting the 3 dots on the right of the booking.
- Use the search bar to search related trips using booking ID
- Export a CSV file for all the bookings, read more about that here
Transactions report
If you need an overview of all transactions made over a certain period, you'll have to run a transactions report. You can generate one from the transactions reports page:
Every item in the list is a transaction that has been made in the system. A transaction can be:
- A travel booking payment
- A travel booking refund
- A modification/add on payment
- A deposit wallet top up
- A deposit wallet refund
You can download transaction reports in two other formats: per traveler or per trip, depending on how you want to view and manage your travel spend.
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Per traveler report
This report breaks down expenses by each individual traveler. It’s useful when you need to track or charge back spending per employee or traveler. -
Per trip report
This report consolidates all expenses related to a single trip. It includes all bookings, transactions, and travelers associated with that trip—ideal for reviewing costs at the trip level, especially when multiple items are booked together.
These options are available when you choose to download the report as a CSV file.