Purpose
This article announces changes to Premium Insights report collections and the moving of reports to more relevant collections.
Audience
This article is directed toward all TravelBank Premium Insights users.
Overview
In response to customer input, TravelBank is making some changes to the Premium Insights product. These changes aim to improve the navigability of reports, simplify the reports offering, and make new reports more discoverable.
List of reorganized collections and reports
Premium Insights collections and reports have been reorganized as follows:
Dashboards
Premium Insights
Expense
Travel
Traveler Tracker
Admin reports
Active & pending users
All users (including inactive users)
Employee manager report
Delegate action reporting
Time to approval
Reports approved by finance
Corporate card reports
Credit card reconciliation report
Corporate card expenses & report status
Corporate cards x users
Corporate cards transactions - allocations - approved
Corporate cards transactions - allocations - not approved
Corporate cards transactions - no reports
Corporate card expenses year to date
Credit card recon with allocations
Refund/credit corporate card transactions
Expense reports
Accruals by category (submitted prior month, approved current)
Approvals pending report
All expenses
Custom field expenses for premium
Expense by category
Expense by category for premium
Expense reports count, grouped by status, filtered by status
Expenses - accrual report
Expenses - accrual report with line items
Paid expense status report
Reports approved by finance
Approved/paid allocations
Expense approvals report
Reports created but not submitted
Reports paid
Top 20 most expensive expenses
Top departments with reports pending
Total monthly expenses by expense category
Reimbursements reports
Reimbursement report
Total reimbursed
Reimbursements YTD
Total reimbursed DD
Total reimbursements pending DD
Travel reports
Booking by department
Booking transactions - all merchants (prev month)
Booking transactions - other merchants (prev month)
Booking transactions - TB as merchants (prev month)
Hotel bookings by liability
Flight bookings list
Flight spends by airlines
Spent vs budget
Total bookings DD
Flight credit report
Booking 14 days or less in advance
Flight credit report
Total bookings DD
Retired reports
The following reports have been retired due to low usage or to being a duplicate. The table also provides links to alternative reports, if applicable:
Archived report name | Link to alternative report, if applicable |
User, delegate users & managers | |
Reports created but not submitted | |
Basic expense list with user, report, department | |
Expense reports approval events | |
Expense report- reimbursement by status | |
Custom field expenses | |
Expenses filtered by amount (USD) | |
Expenses reimbursed YTD | |
Expenses submitted | |
Monthly expense report | |
Reports created but not submitted with expenses | |
Reports created but not submitted DD | |
Reports pending manager / finance DD | |
Travel transaction report | |
Bookings with tags, sorted by tags | |
Flight bookings with custom fields | |
Flights with traveler names | |
Total reimbursements report |
Affected users and platforms
This update affects all TravelBank Premium Insights users on the TravelBank web app.
Timing of changes
The changes mentioned in this article will go into effect on November 6, 2024. You do not need to take any action to see these changes in effect.
Publish date: October 30, 2024
Last update: NA