1. Travel Expense Optimizer
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Review approved fares against quotes, policy outcomes, captured spend by supplier, refunds and cancellations.

Overview
Travel Expense Optimizer · Overview

Travel Expense Optimizer dashboard

This quarter

Travel options in view
6
Total fare usd
3,100
Quoted at in 14 days
3

Bookings by status

How far records got this quarter

StageReachedStep
Requested36
Held1850%
Confirmed1056%
In progress550%

Quoted amount USD by status

Sample totals per stage

6.0k0
6.0kRequested
4.0kHeld
3.0kConfirmed
2.0kIn progress
2.0kCompleted
Example screen with sample data

Questions to answer

Fare against quote

How did approved fares compare with the quoted amount for each trip?

Comparison depth

How many options were compared per trip, and was the lowest one chosen?

Policy outcomes

How often are trips returned or rejected, by which approver, and why?

Spend by supplier

How much was captured with each supplier each month?

Refunds

Which trips were refunded or voided, and for how much?

Cancellations

Which suppliers and coordinators see the most cancellations and no-shows?

More reports

Approved fare against quote List

Approved travel options fare USD against the booking's quoted amount USD, per booking.

Options compared per trip List

Number of travel options per booking, the lowest fare USD and the approved fare USD.

Policy review outcomes Grouped

Review decisions by Decision, then by Reviewer, with Reason for Reject and Return.

Review turnaround List

Days from quoted at to decision at for decided travel options.

Policy version usage List

Travel options by policy version and Status.

Captured spend by supplier Grouped

Captured payment evidence amount USD by the booking's Counterparty, then by month of occurred at.

Refunds and voids List

Payment evidence of Type Refund or Void by booking, with provider reference.

Bookings by status List

Bookings by Status per Organization for a starts at range.

Cancellations and no-shows Grouped

Cancelled and no show Bookings by Counterparty, then by Owner.

Failed operations List

Operation receipts at Failed by Action, with failure reason.

Set up Travel Expense Optimizer your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started