Reporting

Reporting overview

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

Written by Hayley Marsden
Updated over a week ago

Add filters

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

Written by Hayley Marsden
Updated over a week ago

Report status

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

Written by Hayley Marsden
Updated over a week ago

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

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

Written by Hayley Marsden
Updated over a week ago

View reports in Excel

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

Written by Hayley Marsden
Updated over a week ago

"How do I cancel a scheduled report?"

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

Written by Hayley Marsden
Updated over a week ago

Allow team members to create their own reports

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

Written by Hayley Marsden
Updated over a week ago

How to schedule a report

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

Written by Hayley Marsden
Updated over a week ago

How to run a report

Find out how to run a report now

Written by Hayley Marsden
Updated over a week ago

Travel Billing column headers and filters

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

Written by Richard Box
Updated over a week ago

Travel Analysis column headers and filters

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

Written by Hayley Marsden
Updated over a week ago

Custom report templates overview

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

Written by Hayley Marsden
Updated over a week ago

How to create a custom report template

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

Written by Hayley Marsden
Updated over a week ago

How to edit a custom report template in Excel

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

Written by Hayley Marsden
Updated over a week ago

RawData and pivot table sheets in Click Travel report templates

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

Written by Hayley Marsden
Updated over a week ago

Use a custom Excel file for your reports

Customise your reports by uploading your own template file.

Written by Hayley Marsden
Updated over a week ago

Share a custom report template

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

Written by Hayley Marsden
Updated over a week ago

Delete a custom report template

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

Written by Hayley Marsden
Updated over a week ago

Bookings Analysis vs Travel Analysis report templates

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

Written by Hayley Marsden
Updated over a week ago

Savings methodology

How we calculate your savings in Travel Analysis reports

Written by Hayley Marsden
Updated over a week ago

Who we send invoices to

Who receives your invoices

Written by Richard Box
Updated over a week ago

Look up the travel for which an invoice requires payment

Find out more about the travel relating to an invoice

Written by Richard Box
Updated over a week ago

Expense Integration

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

Written by Sergio Cabrera-Howell
Updated over a week ago

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

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

Written by Richard Box
Updated over a week ago