Reporting

Use Reporting to analyse your team's travel

Hayley Marsden avatar Richard Box avatar Sergio Cabrera-Howell avatar
24 articles in this collection
Written by Hayley Marsden, Richard Box, and Sergio Cabrera-Howell

Reporting overview

Use Reporting to analyse, and make savings on, your team's travel
Hayley Marsden avatar
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)
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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.
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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.
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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
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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.
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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.
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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
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Written by Hayley Marsden
Updated over a week ago

How to run a report

Find out how to run a report now
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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
Richard Box avatar
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
Hayley Marsden avatar
Written by Hayley Marsden
Updated over a week ago