Having a good grasp of the expenses related to travel can give useful insights into possible cost-cutting opportunities and assist in developing effective strategies to improve productivity.

To generate travel reports log into the Mesh platform with your Admin, Pro, Travel Manager, Auditor profile, or a user with Travel analytics viewer permissions, navigate to the Travel section, and click the Analytics link.

The page includes three dashboards: Travel Spend, Flights, and Budget Tracking. 

The following sections will discuss the features and functionality of each. 

Travel Spend 

1. Filters

On the left-hand side, you can set up various filters including dates, policy types, employees, and destinations to name a few. For each filter, you can uncheck non-relevant options and the charts on the right side will present the relevant data per the choices made.

2. Charts/Visuals

2a. The upper left chart describes the overall travel-related spending by month. 

If the 'menu options' is clicked you may view a summary in a tabular view or export the data to a CSV file. upper left side is clicked you may 

When you click on one of the columns, the other charts display data derived from that selection.

2b. The next chart displays the spending by travel category. 

The same applies here. When you click on one of the columns, the other charts display data derived from that selection.

2c. The middle section shows the average costs of flights, hotels, meals, and transportation. 

2d. The next chart on the left displays the spending by travel policy. 

2e. The chart on the right displays the spending by route. 

3. Tabular view of all the travel data 

The last section provides a tabular view of the expenses with more details including the merchant, date, amount, currency, employee, Travel name, and more.  

Note: The last columns (i.e., Travel Policy and Within policy/exceeding) were added on 8/2024. 

It is possible to click on one of the columns and sort it.

You can click on the view trip link to learn more about the mentioned trip. 

Lastly, you can click the "menu options" to download a CSV or Excel file with all the relevant data. This file can be easily used as an input source for other visualization tools.

Note: This report takes into consideration data from ALL companies. 

Flights 

The Flights dashboard provides additional insights such as cost per route, cost per booking method, and more. When you click on a column in Average Cost, the other charts display data derived from that selection.

Budget Tracking 

The budget tracking dashboard provides additional insights related to budget utilization per department. The dashboard is NOT available to all customers. To learn more, please reach out to our team at support@meshpayments.com.