Trips Analytics

The reports under this category can be used to analyze the business trips undertaken during a specified period. To view the trips analytics:

1. Click Admin View.
2. Go to Analytics on the left sidebar.
3. Click the analytic report you want to view under Trips.

Trip Details

View a complete summary of the business trips undertaken during a given period. Details regarding the travel type, trip status, destination city, destination country, user who created the trip, approver of the trip, and the budget amount will be listed in the report.

Trip Stage Summary

Get an outlook of all the completed, ongoing, upcoming, and cancelled trips of your organisation in the form of a chart. Click a stage and get a detailed report of the trips in that stage.

Trip Expense Summary

Get a comprehensive view of all the expenses, including personal expenses incurred by employees during their trips. Details such as trip number, name, booking expenses, per diem allowance, trip expenses, and the total expense amount will be listed in the report.

You can also predict or estimate the future trip expenses over a specific period in your organisation. Zoho Expense will forecast trip expenses based on historical data to help you plan effectively and make informed decisions.

Here’s how you can forecast the trip expenses:

• Go to Analytics on the left sidebar.
• Click Trips under Analytics Category.
• Click the Trips Spend Summary report.
• Navigate to the Chart View above the table.
• Click View Forecast at the right corner. Zoho Expense forecasts future trip expenses using data from the selected date range. You can also create a custom date range. To do this, click the dropdown next to the Date Range and select Custom.

• Click Display Date By and select whether you want the data to be displayed based on Month, Year, Quarter, or Day.

Using Zia Insights, you can analyse the report and gain key insights, including future projections, trends, and other key details.

To view Zia Insights:

• Go to Analytics on the left sidebar.
• Click Trips under Analytics Category.
• Click the Trips Spend Summary report.
• Navigate to the Chart View above the table.
• Click Zia Insights at the top. Report insights will be displayed on the right pane.

Trip Summary by Report Status

In this report, you can view a chart that displays the status of the expense reports that are associated with the trips raised by the employees. If you click any of the report statuses, that is, Unsubmitted, Submitted, Approved, and Reimbursed in the chart, details regarding the trips to which the expense reports in the selected status are associated will be displayed.

Time Taken for Booking

This report shows the time taken for booking a flight, hotel, train, or bus for a business trip. You can also filter the data by specific interval ranges. To do this:

1. Click Admin View.
2. Go to Analytics on the left sidebar.
3. Click the Time Taken for Booking report under Trips.
4. Click the Interval Range dropdown in the right corner of the page.
5. Enter how many intervals you want and choose the time span (days or weeks) from the dropdown.
6. Click Apply.

Booking Stage Time Summary

View the time taken for adding an option, selecting an option, and booking a ticket for a business trip. Also, the time taken for adding each trip option, that is, flight, hotel, train, and bus will be clearly tabulated. You can also filter the data by specific interval ranges. To do this:

1. Click Admin View.
2. Go to Analytics on the left sidebar.
3. Click the Booking Stage Time Summary report under Trips.
4. Click the Interval Range dropdown in the right corner of the page.
5. Enter how many intervals you want and choose the time span (days or weeks) from the dropdown.
6. Click Apply.

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