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Reporting
Use Reporting to analyse your team's travel
24 articles in this collection
Written by
Richard Box,
Sergio Cabrera-Howell,
and
Hayley Marsden
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
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
Travel analysis report
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
Billing report
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