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.
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 corener 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.
- Export a CSV file for all the bookings, read more about that here
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