Selecting the graph icon provides analytics of all transactions processed per card pool. This data serves as a comprehensive overview of a company’s expenditure, which can be used as powerful management information to enforce adherence to spend policies and drive corporate governance.
You will first need to select a Card Pool from your list of available card accounts
Once selected you will see an overview of expenditure as well as some more detailed statistics as show below.
Clicking on Advanced enables you to filter this display. You can choose to filter on the below options:
CDF Name: The name of a specific Custom Data Field for example Department or Cost Centre.
CDF Value: This is the specific entry for a custom data field, for example, if a client has a custom field called ‘department’ where values captured include HR, Accounts, Marketing, entering a specific department here will only display results for deployments containing this particular value within the custom data field.
PNR Locator: Here you can track spend and usage for a single PNR.
Traveller Email: You can use this field to track the expenditure and usage of a particular traveller.
This field relies upon the travellers email address being present within the deployment
Convert to Currency: Here you can view the analytical data, converted into a chosen currency.
The page consists of the below sets of data:
The graph displays an overview of deployments and transaction on the card account, for two weeks prior and two weeks ahead of “today”. The graph will remain static to these dates whilst the rest of the data on the overview page changes if you configure the dates at the top of the page.
Deployments by Platform
To the right of the graph, a list of any booking platforms that have been used for the card pools selected in the specified date range will display.
An auto calculation of the total number and percentage of deployments created via each of the platforms used to update a deployment is shown.
The values displayed below the graph give you a high-level view of
- Number of deployments within the specified date range
- Total deployment value for the specified date range
- Number of transactions within the specified date range
- Total transaction value for the specified date range
- Documents received within the specified dates
- Invoices received within the specified dates
These tabs are interactive, so you can click on them to see the details.
You are given a visual display of the specific breakdown by Carrier for Air deployments along with the Top Routes to give you an intelligent view of current trends.
This useful tool, shows you the number of travellers that have upcoming trips within the specified date range and gives you visibility of whether the users have accessed or viewed the trip within the TripPay app. You can also see here whether or not travellers are registered to use TripPay.
This feature gives you visibility of new and updated deployment data for individuals. Again this is an interactive feature, enabling you to click on each value which will take you to the relevant deployment detail.