Trips Reports
The reports under this category can be used to analyse the business trips undertaken during a specified period.
Note: Users in custom roles can perform actions and access modules only based on the permissions enabled for them.
Trip Details
View a complete summary of the business trips undertaken during a given period. Details regarding the travel type, trip status, destination city, destination country, user who created the trip, approver of the trip, and the budget amount will be listed in the report.
To view the report:
- Go to Reports on the left sidebar.
- Click Trips under Reports Category.
- Click Trip Details under Trips.
Trip Stage Summary
Get an outlook of all the completed, ongoing, upcoming, and cancelled trips of your organization in the form of a chart. Click a stage and get a detailed report of the trips in that stage.
To view the report:
- Go to Reports on the left sidebar.
- Click Trips under Reports Category.
- Click Trip Stage Summary under Trips.
Trip Expense Summary
Get a comprehensive view of all the expenses, including personal expenses incurred by employees during their trips. The report includes details such as trip number, name, booking expenses, per diem allowance, trip expenses, and the total expense amount. Additionally, you can group the trip data by status, policy, department, or the travel type.
To view the report:
- Go to Reports on the left sidebar.
- Click Trips under Reports Category.
- Click Trip Expense Summary under Trips.
Trip Summary by Report Status
In this report, you can view a chart that displays the status of the expense reports that are associated with the trips raised by the employees. If you click any of the report statuses, that is, Unsubmitted, Submitted, Approved, and Reimbursed in the chart, details regarding the trips to which the expense reports in the selected status are associated will be displayed.
To view the report:
- Go to Reports on the left sidebar.
- Click Trips under Reports Category.
- Click Trip Summary by Report Status under Trips.
Time Taken for Booking
This report shows the time taken for booking a flight, hotel, train, or bus for a business trip. You can also filter the data by specific interval ranges.
Note: This report is available only if booking options are enabled for trips.
To view data by specific interval ranges:
- Go to Reports on the left sidebar.
- Click Trips under Reports Category.
- Click Time Taken for Booking under Trips.
- Click the Interval Range dropdown in the right corner of the page.
- Enter how many intervals you want and choose the time span (days or weeks) from the dropdown.
- Click Apply.
Booking Stage Time Summary
View the time taken for adding an option, selecting an option, and booking a ticket for a business trip. Also, the time taken for adding each trip option, that is, flight, hotel, train, and bus will be clearly tabulated. You can also filter the data by specific interval ranges.
Note: This report is available only if booking options are enabled for trips.
To view data by specific interval ranges:
- Go to Reports on the left sidebar.
- Click Trips under Reports Category.
- Click Time Taken for Booking under Trips.
- Click the Interval Range dropdown in the right corner of the page.
- Enter how many intervals you want and choose the time span (days or weeks) from the dropdown.
- Click Apply.