ITILITE Insights empowers you as an admin to gain a comprehensive understanding of your company's travel spend, identify key patterns, and uncover opportunities for savings. Dive into your data with confidence and clarity!
Table of Contents
Step-by-Step Guide
Follow these steps to explore your company's travel insights:
- Begin by logging into your ITILITE account. If you are a Primary Admin or Travel Admin, navigate to the Travel Admin section from your sidebar. If you are a Finance Admin, you will typically land directly on the Insights page when switching to Admin mode, giving you immediate access to financial reporting.
- From the Admin dashboard, locate and click on the Insights option in the navigation menu. This will take you to your company's primary travel analytics dashboard, where you can begin to review your travel spending patterns.
- On the Travel Insights tab, you'll find a comprehensive overview of your company's travel expenses. This includes the Monthly Spend by Service widget, which breaks down total monthly spend into categories like flights, hotels, estimated rental car spend, and other travel services. You'll also see various charts detailing top hotel locations, airlines by spend, flight booking patterns, top departments, and more, all reflecting the latest available data.
- To focus on specific spending patterns, utilize the Insights Filter Dropdowns located at the top of the dashboard. You can filter data by date range, department, or other custom attributes relevant to your organization. Applying these filters will dynamically update the charts and widgets, providing you with granular insights into your travel expenses.
- For even more tailored reporting, explore the Custom Insights tab. This section is designed to provide client-specific dashboards, allowing you to request or access customized reports that go beyond the standard offerings. If available for your account, you might see a Request Custom Insights button to initiate a new custom report.
- Once you have the desired view, you can easily export your insights. Click the Export as PDF button to download a report of the current dashboard. This allows you to share your findings with stakeholders or keep records for internal analysis.
Pro-Tips & Guardrails
NOTE: ITILITE Insights provides you with the most up-to-date information, eliminating previous data delays. You'll see an indicator showing how many hours ago the data was last updated, ensuring you always have fresh, accurate insights for your decision-making.
PRO-TIP: While PDF export is available, some complex dashboard layouts may appear slightly distorted in the PDF. For sharing specific charts or widgets, taking screenshots can often provide a clearer and more precise representation of the data.
NOTE: ITILITE Insights is an exclusive feature for administrators (Primary Admin, Travel Admin, and Finance Admin) to ensure secure and relevant access to company-wide travel data. Regular travelers do not have access to this detailed analytics view.
Verification & FAQs
After navigating through ITILITE Insights, you'll see dynamic charts and widgets that reflect your selected filters and the latest available data. Successful verification includes seeing updated visual representations of your travel spend, a confirmation that your PDF export has downloaded, and the ability to switch between the 'Travel insights' and 'Custom insights' tabs seamlessly.
A: ITILITE Insights provides a powerful analytics view for client and finance administrators to understand company-wide travel spend, identify patterns, and realize savings. It pulls data directly from financial reporting tables, ensuring accuracy and includes all relevant spend categories like flights, hotels, estimated rental cars, and other services. The dashboard is designed to show the latest available data, with a clear indicator of when it was last updated.
Q: What are Custom Insights, and how can I use them?
A: Custom Insights are tailored dashboards designed to meet your company's unique reporting needs, going beyond the generic insights provided. You can access the 'Custom insights' tab to explore available custom reports or use the 'Request Custom Insights' button to initiate a new, personalized report. For India customers, this also includes the ability to add custom dashboards from Redash.
Q: What is Monthly Spend by Service, and how can it benefit me?
A: The Monthly Spend by Service widget provides a clear breakdown of your total monthly travel expenditure across different categories. This includes detailed figures for flights, hotels, estimated rental car spend, and other travel-related services. This granular view helps you quickly identify where your budget is being allocated and pinpoint areas for potential cost optimization.
Q: Can I monitor specific travel spending patterns?
A: Absolutely! ITILITE Insights offers robust filtering options that allow you to monitor specific travel spending patterns. You can apply filters by date range, department, or other custom attributes to refine your data. This enables you to analyze trends like top hotel locations, airlines by spend, flight booking patterns, and top travelers, giving you precise control over your data analysis.
Q: How can I gain deeper insights into my company’s travel expenses?
A: To gain deeper insights, fully leverage the various charts and widgets available on the Insights dashboard, and utilize the filtering capabilities to segment your data. Explore the 'Custom insights' tab for tailored reports, and remember that ITILITE is continuously evolving towards a unified 'Analyze (T+E+C)' experience. This future vision will integrate Insights with Reports and AI-powered analytics (IRIS) for a comprehensive view across travel, expense, and cards.
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