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 Name | Description |
From Date | From which Date the filtering will begin. |
To Date | At which Date the filtering will end. |
Origin | The Origin location of the Trip that we wish to show. |
Destination | The Destination location of the Trip that we wish to show. |
Traveler ID | The ID of the Traveler by which we can filter the Search. |
Traveler Name | The Name of the Traveler by which we can filter the Search. |
Travel Group | Designated Travel Group for which the Filtering will be done (This is used when the Report Admin has multiple Travel Groups assigned to them). |
Cost Center | The Cost Center by which we want to Filter the search. |
Product Type | Here we can choose which type of the Trip we want to be shown in our List, we have multiple options to choose from. |
Policy Type | Here 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 Status | Here 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 Loss | Here 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 Name | Description |
Start Date | Start Date of the Trip. |
End Date | End Date of the Trip. |
PNR | The PNR of the trip itself created. |
Traveler ID | ID of the Traveler that the Trip has been created for. |
Booked By | The Employee who has created the Trip. |
Trip Name | Name of the Trip. |
Traveler Name | The Name of the Employee whom the Trip was created for. |
Travel Group | The Travel Group on which the Trip was created. |
Origin | Origin Location of the Trip. |
Destination | Destination Location of the Trip. |
Trip Reason | The Reason for which the Trip was created. |
Air Cost | Cost of the Air Segment of the Trip. |
Car Cost | Cost of the Car Segment of the Trip. |
Hotel Cost | Cost of the Hotel Segment of the Trip. |
Total Cost | The Total cost of the Trip. |
Cost Center | Cost Center selected for the Trip. |
CO2 Emission | Amount of CO2 Emission from this Trip. |
Date Requested | Date when the Trip was initially requested. |
Product Type | The Type of the Trip (Air/Car/Hotel/Train/Offline) |
In & Out of Policy | Shows whether the Trip is In or Out of Policy. |
Justification Reason | If the Trip is Out of Policy, the Justification Reason for it will be shown here. |
Air Justification Reason | The Justification Reason for the Air Trip. |
Car Justification Reason | The Justification Reason for the Car Trip. |
Hotel Justification Reason | The Justification Reason for the Hotel Trip. |
Approval | The Status of the Approval. |
Approved By | The Employee who has Approved this Trip. |
Reservation | The Status of the Reservation. |
Additional Services | If 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 Name | Description |
From Date | From which Date the filtering will begin. |
To Date | At which Date the filtering will end. |
PNR | The PNR (if available) of the Trip which we want to see. |
Traveler Name | The Name of the Traveler which the Trip was created for. |
Travel Group Name | The Name of the Travel Group where the Trip was created. |
Calculate Savings and Loss | Here 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 Name | Description |
Start Date | Start Date of the Trip. |
End Date | End Date of the Trip. |
PNR | The PNR of the Trip. |
Traveler Name | Name of the Traveler for the Trip. |
Travel Group | The Name of the Travel Group on which the Trip was created. |
Air Lowest Fare Available | Lowest Fare that was available for the Air Trip. |
Highest Fare Available | Highest Fare that was available for the Air Trip. |
Lowest Fare in Booked Cabin | Lowest Fare in the Cabin that was booked. |
Highest Fare in Booked Cabin | Highest Fare in the Cabin that was booked. |
Lowest Fare in Policy | Lowest Fare that was in the Policy for the Trip. |
Highest Fare in Policy | Highest Fare that was in the Policy for the Trip. |
Fare Booked | The cost of the Fare that was Booked for the Trip. |
Savings | The Amount of Savings that was achieved. |
Loss | The Amount of Loss that was achieved. |
Car Lowest Rate Available | Lowest Rate that was available for the Car Trip. |
Highest Rate Available | Highest Rate that was available for the Car Trip. |
Rate Booked | The cost of the Rate that was Booked for the Trip. |
Saving | The Amount of Savings that was achieved. |
Loss | The Amount of Loss that was achieved. |
Hotel Lowest Rate Available | Lowest Rate that was available for the Hotel Trip. |
Highest Rate Available | Highest Rate that was available for the Hotel Trip. |
Rate Booked | The cost of the Rate that was Booked for the Trip. |
Saving | The Amount of Savings that was achieved. |
Loss | The 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 Name | Description |
From Date | From which Date we want to show the Trips in the List. |
To Date | To which Date we want to show the Trips in the List. |
Travel Group | Travel Group that we want to be shown in the List. |
By Total Cost / By Number of Trips | The 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 Name | Description |
Traveler Name | The Name of the Traveler for which the Trip was created. |
Employee ID | ID of the Employee for which the Trip was created. |
Travel Group | The Name of the Travel Group which the Trip was created on. |
Air Cost | The Cost of the Air Trip. |
Car Cost | The Cost of the Car Trip. |
Hotel Cost | The Cost of the Hotel Trip. |
Total Cost | The Total Cost of the Trip. |
Cost Center | Name of the Cost Center selected for the Trip. |
Number of Trips | The Amount of Trips created. |
Number of Flights | The Amount of Flights created. |
In Policy Total | The Amount of Trips that were In Policy. |
Off Policy Total | The 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 Name | Description |
Origin | The Origin location of the Trip that we wish to show. |
Destination | The Destination location of the Trip that we wish to show. |
Airline | The Airline that we wish to see the Activity for. |
Departure Date | Departure Date that we wish to see the Activity for. |
Arrival Date | Arrival Date that we wish to see the Activity for. |
Login Name | The Login Name (Username) of the Employee. |
Last Name | Last Name of the Traveler that we wish to see the Activity for. |
First Name | First Name of the Traveler that we wish to see the Activity for. |
Travel Group | The Travel Group for which we want to see the Activity for. |
PNR | The 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 Name | Description |
Origin | The Origin location of the Trip. |
Destination | The Destination location of the Trip. |
Airline | The Airline that was used for the Trip. |
Departure Date | The Departure Date of the Trip. |
Arrival Date | The Arrival Date of the Trip. |
Login Name | The Login Name (Username) of the Employee. |
Last Name | The Last Name of the Employee. |
First Name | The First Name of the Employee. |
Travel Group Name | The Travel Group Name in which the Employee is and the Trip was created in. |
PNR | The PNR of the Trip. |
Table 8. Airport Activity Summary Reports - List