How do I create a travel report?

The ITS platform provides robust reporting tools that help you analyze travel spend, policy compliance, booking patterns, and program performance.

To create a report, navigate to Reports > New Report. Select from the available report templates or start with a blank canvas. Popular templates include: Travel Spend Summary, Policy Compliance, Booking Volume by Department, and Supplier Spend Analysis.

Configure your report parameters including date range, departments, cost centers, traveler groups, and specific metrics you want to include. The report builder provides a drag-and-drop interface for selecting data fields and organizing the layout.

Preview your report before finalizing. You can switch between table, chart, and dashboard views to find the most effective way to present your data.

Save your report configuration as a template for future use. You can also schedule reports to run automatically on a daily, weekly, or monthly basis and have them delivered to specified email addresses.

All reports can be exported in multiple formats including PDF, Excel (.xlsx), CSV, and PowerPoint. Scheduled reports can be automatically deposited to a shared drive or sent via SFTP.

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