Introduction

The Corporate side of the Website opens up a lot of changes regarding the addition of the Travel Groups. These will allow different options and roles to be applied for each group individually. In this article, we will log in as a Report Admin and see what functionalities will be available to us.


TABLE OF CONTENTS


What is a Report Admin?

The Report Admin is a one of many roles available in the Travel Groups, their main function is to download the reports for the selected travel groups and to have insight on them.



Logging in as Report Admin

Upon logging in, the Report Admin will see the following Window on their screen:


Image 1. Report Admin - Logged In Screen


If we go to the Reports tab, we will see multiple options being shown in the Drop-down menu


Image 2. Report Admin - Reports Drop-down Location


Employee Trip Report

On this window, we will be able to see all of the summaries from every trip that has been created for the Travel Group which we are in.


Here we can Export, Filter and see the whole List of the Trips and their Summary:


Image 3. Report Admin - Employee Trip Summary Report Window


1) Export - If we want to have the whole Summary saved locally, we can do that by exporting the List to the Excel/PDF/CSV. The files will be automatically downloaded upon clicking on the type of export we want to have.


Any filtering that has been done before export will apply to it and the final file will also be filtered when downloaded.



2) Filter - In case we want to show only certain trips, we can filter them out to get a better sorted list shown to us (and later exported if needed). The following fields are available to aid with Filtering:


Option NameDescription
From DateFrom which Date the filtering will begin.
To DateAt which Date the filtering will end.
OriginThe Origin location of the Trip that we wish to show.
DestinationThe Destination location of the Trip that we wish to show.
Traveler IDThe ID of the Traveler by which we can filter the Search.
Traveler NameThe Name of the Traveler by which we can filter the Search.
Travel GroupDesignated Travel Group for which the Filtering will be done (This is used when the Report Admin has multiple Travel Groups assigned to them).
Cost CenterThe Cost Center by which we want to Filter the search.
Product TypeHere we can choose which type of the Trip we want to be shown in our List, we have multiple options to choose from.
Policy TypeHere we can choose which type of Policy we want to be shown in our List, whether they are In or Out of the Policy.
Approval StatusHere we can choose which type of Approval Status we want to be shown in our List, we have multiple options to choose from.
Calculate Savings and LossHere we can choose which type of Booking Status we want to be shown in our List, whether they are Booked, Pending or Cancelled.

Table 1. Employee Trip Summary Report - Filters



3) List - Here we will be able to see all of the trips we have previously Filtered (or did not). The List consists of the following options:


Option NameDescription
Start DateStart Date of the Trip.
End DateEnd Date of the Trip.
PNRThe PNR of the trip itself created.
Traveler IDID of the Traveler that the Trip has been created for.
Booked ByThe Employee who has created the Trip.
Trip NameName of the Trip.
Traveler NameThe Name of the Employee whom the Trip was created for.
Travel GroupThe Travel Group on which the Trip was created.
OriginOrigin Location of the Trip.
DestinationDestination Location of the Trip.
Trip ReasonThe Reason for which the Trip was created.
Air CostCost of the Air Segment of the Trip.
Car CostCost of the Car Segment of the Trip.
Hotel CostCost of the Hotel Segment of the Trip.
Total CostThe Total cost of the Trip.
Cost CenterCost Center selected for the Trip.
CO2 EmissionAmount of CO2 Emission from this Trip.
Date RequestedDate when the Trip was initially requested.
Product TypeThe Type of the Trip (Air/Car/Hotel/Train/Offline)
In & Out of PolicyShows whether the Trip is In or Out of Policy.
Justification ReasonIf the Trip is Out of Policy, the Justification Reason for it will be shown here.
Air Justification ReasonThe Justification Reason for the Air Trip.
Car Justification ReasonThe Justification Reason for the Car Trip.
Hotel Justification Reason The Justification Reason for the Hotel Trip.
ApprovalThe Status of the Approval.
Approved ByThe Employee who has Approved this Trip.
ReservationThe Status of the Reservation.
Additional ServicesIf any Additional Services were applied, they will be shown here.

Table 2. Employee Trip Summary Report - List




Savings

On this tab, we can see the Lowest and the Highest Fares shown to the Employees for each of their Trips. We will also get the Calculated Savings and Loss.


In the same manner as the last Tab, we can also Export, Filter and see the List of the Trips:


Image 4. Report Admin - Savings Reports Window


1) Export - If we want to have the whole Summary of the Savings saved locally, we can do that by exporting the List to the Excel/PDF/CSV. The files will be automatically downloaded upon clicking on the type of export we want to have.


Any filtering that has been done before export will apply to it and the final file will also be filtered when downloaded.


2) Filter - In case we want to show only certain trips, we can filter them out to get a better sorted list shown to us (and later exported if needed). The following fields are available to aid with Filtering:


Option NameDescription
From DateFrom which Date the filtering will begin.
To DateAt which Date the filtering will end.
PNRThe PNR (if available) of the Trip which we want to see.
Traveler NameThe Name of the Traveler which the Trip was created for.
Travel Group NameThe Name of the Travel Group where the Trip was created.
Calculate Savings and LossHere we can choose which factor will be used to calculate the Savings and Losses.

Table 3. Savings Reports - Filters




3) List -  Here we will be able to see all of the trips we have previously Filtered (or did not). The List consists of the following options: 


Option NameDescription
Start DateStart Date of the Trip.
End DateEnd Date of the Trip.
PNRThe PNR of the Trip.
Traveler NameName of the Traveler for the Trip.
Travel GroupThe Name of the Travel Group on which the Trip was created.
Air Lowest Fare AvailableLowest Fare that was available for the Air Trip.
Highest Fare AvailableHighest Fare that was available for the Air Trip.
Lowest Fare in Booked CabinLowest Fare in the Cabin that was booked.
Highest Fare in Booked CabinHighest Fare in the Cabin that was booked.
Lowest Fare in PolicyLowest Fare that was in the Policy for the Trip.
Highest Fare in PolicyHighest Fare that was in the Policy for the Trip.
Fare BookedThe cost of the Fare that was Booked for the Trip.
SavingsThe Amount of Savings that was achieved.
LossThe Amount of Loss that was achieved.
Car Lowest Rate Available Lowest Rate that was available for the Car Trip.
Highest Rate AvailableHighest Rate that was available for the Car Trip.
Rate BookedThe cost of the Rate that was Booked for the Trip.
SavingThe Amount of Savings that was achieved.
LossThe Amount of Loss that was achieved.
Hotel Lowest Rate AvailableLowest Rate that was available for the Hotel Trip.
Highest Rate AvailableHighest Rate that was available for the Hotel Trip.
Rate BookedThe cost of the Rate that was Booked for the Trip.
SavingThe Amount of Savings that was achieved.
LossThe Amount of Loss that was achieved.

Table 4. Savings Reports - List



Top Ten

On this window we will be able to see the Top Ten (if that many are available) trips filtered by optionally their Total Cost or by the Number of Trips.


We can also Export, Filter and see the List of the Top Ten Trips:


Image 5. Report Admin - Top Ten Window


1) Export - If we want to have the whole Summary of the Savings saved locally, we can do that by exporting the List to the Excel/PDF/CSV. The files will be automatically downloaded upon clicking on the type of export we want to have.


Any filtering that has been done before export will apply to it and the final file will also be filtered when downloaded.


2) Filter - In case we want to show only certain trips, we can filter them out to get a better sorted list shown to us (and later exported if needed). The following fields are available to aid with Filtering:


Option NameDescription
From DateFrom which Date we want to show the Trips in the List.
To DateTo which Date we want to show the Trips in the List.
Travel GroupTravel Group that we want to be shown in the List.
By Total Cost / By Number of TripsThe method of Filtering the Trips in the List.

Table 5. Top Ten - Filters


3) List - Here we will be able to see all of the trips we have previously Filtered (or did not). The List consists of the following options:


Option NameDescription
Traveler NameThe Name of the Traveler for which the Trip was created.
Employee IDID of the Employee for which the Trip was created.
Travel GroupThe Name of the Travel Group which the Trip was created on.
Air CostThe Cost of the Air Trip.
Car CostThe Cost of the Car Trip.
Hotel CostThe Cost of the Hotel Trip.
Total CostThe Total Cost of the Trip.
Cost CenterName of the Cost Center selected for the Trip.
Number of TripsThe Amount of Trips created.
Number of FlightsThe Amount of Flights created.
In Policy TotalThe Amount of Trips that were In Policy.
Off Policy TotalThe Amount of Trips that were Out of Policy.

Table 6. Top Ten - List



Airport Activity Report

On this window, we can see the List of the Airports and the Amount of Activity for them.


Here we also have the Export, Filter and the List of all the relevant information regarding the Airport Activity:


Image 6. Report Admin - Airport Activity Summary Reports Window



1) Export - If we want to have the whole Summary of the Savings saved locally, we can do that by exporting the List to the Excel/PDF/CSV. The files will be automatically downloaded upon clicking on the type of export we want to have.


Any filtering that has been done before export will apply to it and the final file will also be filtered when downloaded.


2) Filter - In case we want to show only certain trips, we can filter them out to get a better sorted list shown to us (and later exported if needed). The following fields are available to aid with Filtering:


Option NameDescription
OriginThe Origin location of the Trip that we wish to show.
DestinationThe Destination location of the Trip that we wish to show.
AirlineThe Airline that we wish to see the Activity for.
Departure DateDeparture Date that we wish to see the Activity for.
Arrival DateArrival Date that we wish to see the Activity for.
Login NameThe Login Name (Username) of the Employee.
Last NameLast Name of the Traveler that we wish to see the Activity for.
First NameFirst Name of the Traveler that we wish to see the Activity for.
Travel GroupThe Travel Group for which we want to see the Activity for.
PNRThe PNR for which we want to see the Activity for.

Table 7. Airport Activity Summary Reports - Filters


3) List - Here we will be able to see all of the trips we have previously Filtered (or did not). The List consists of the following options:


Option NameDescription
OriginThe Origin location of the Trip.
DestinationThe Destination location of the Trip.
AirlineThe Airline that was used for the Trip.
Departure DateThe Departure Date of the Trip.
Arrival DateThe Arrival Date of the Trip.
Login NameThe Login Name (Username) of the Employee.
Last NameThe Last Name of the Employee.
First NameThe First Name of the Employee.
Travel Group NameThe Travel Group Name in which the Employee is and the Trip was created in.
PNRThe PNR of the Trip.

Table 8. Airport Activity Summary Reports  - List