Click Travel

Use Reporting to analyse, and make savings on, your team's travel

Reporting overview

Apply additional filters to a report or report template. This lets you restrict the data that is output (e.g. to one travel type)

Add filters

Each report that you generate has a status. Look up what the status means. If your report is not generated, find out why.

Report status

Choose the order in which custom data is output on reports. This also allows you to create pivot tables based on custom data.

How to rearrange custom data columns and create custom data pivot tables

This article describes the format of the reports that you download from Click Travel and open in Excel

View reports in Excel

You can delete scheduled report templates in Reporting > Report Templates be clicking the 'Schedules' label for the relevant template.

"How do I cancel a scheduled report?"

Find out how to give your team members full or limited access to Reporting so they can run or schedule report templates for themselves.

Allow team members to create their own reports

Find out how to schedule a report to run at regular intervals

How to schedule a report

How to run a report

Look up the data fields that the Travel Billing report template uses

Travel Billing column headers and filters

Look up the data fields that the Travel Analysis report template uses

Travel Analysis column headers and filters

Hayley Marsden

Richard Box

Sergio Cabrera-Howell

Use Reporting to analyse your team's travel

Reporting

Introduces you to creating and customising your own report templates so you can change the way the data in reports is output.

Custom report templates overview

Do you want to get creative with reports? Find out how to create a new report template that you can customise for your team.

How to create a custom report template

Find out more about what you can do to customise a Click Travel report template in Excel

How to edit a custom report template in Excel

Before editing a report template for the first time in Excel, please familiarise yourself with the setup.

RawData and pivot table sheets in Click Travel report templates

Customise your reports by uploading your own template file.

Use a custom Excel file for your reports

Allow a team member to run or schedule a custom report template for themself by sharing it with them.

Share a custom report template

Before you delete a custom report template, make sure no-one else in your team is using the template.

Delete a custom report template

Custom report templates

What's the difference between the Bookings Analysis and Travel Analysis report templates?

Bookings Analysis vs Travel Analysis report templates

How we calculate your savings in Travel Analysis reports

Savings methodology

Travel analysis report

Who we send invoices to

Find out more about the travel relating to an invoice

Look up the travel for which an invoice requires payment

How we integrate with expense systems such as SAP, Oracle, GreatPlains, Agresso, Netsuite and Concur.

Expense Integration

To run a Travel Billing report, please supply an invoice or credit note number. Otherwise, Click Travel says the report is Not generated.