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.

You ask "I'm trying to run the Travel Billing report. Where can I find the invoice number?"

Billing report

Service status

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.