The Travel insights report in Perk gives you a comprehensive view of your company's travel spending, booking patterns, and traveler activity. Here you can access trip-level financial and booking data across all travel verticals: flights, hotels, trains, and cars.
What the Travel insights report shows
The Travel insights report in Perk provides trip-level financial and booking data across all travel verticals: flights, hotels, trains, and cars. You can find the report at Analyze > Travel reporting > Travel insights.
The report includes:
- Total travelers, total bookings, and total spend for the selected period.
- Spend by service as both a bar chart (Total spend by service) and a percentage donut chart (Spend by service).
- Breakdowns by travel vertical (flights, hotels, trains, cars).
- Booking window analysis for flights.
- Top destinations by booking volume.
- Top travelers ranked by trip count.
- A detailed traveler/trip spending table.
- Car rental itineraries and top car vendors by booking volume and spend.
- Policy compliance percentages by service and policy violation breakdowns by reason and cost center.
Data in the Travel insights report updates daily. Processing starts at 5:30 AM UTC and is typically available about 2 hours later.
Note: The dashboard mainly uses trip-level financial data, while some tables use booking-level data. This is why totals may occasionally differ.
Available filters
The Travel insights report in Perk lets you narrow results using a set of filters along the top of the dashboard. The default time period is the last 30 days.
| Filter | What it controls |
|---|---|
| Period | Date range based on expense date. Defaults to last 30 days. Uses relative timeframes. |
| Payment profile | Filters by billing center name. |
| Cost center | Filters by cost object name. |
| Event | Filters by trip group name. |
| Custom field | Filters by trip custom field values. |
| Traveler | Filters by traveler full name. |
| Company | Filters by legal entity name. |
| Payment recipient | Shows "Vendor" for passthrough billing or internal payments. |
| Group category | Filters by trip custom field group category. |
Total spend, bookings, and travelers
The overview section of the Travel insights report shows your company's total travel activity at a glance. It includes three top-level metrics and five charts and tables that summarize spend, bookings, and traveler behavior for the selected period.
All metrics are filtered to bookings with status "booked" or "ticketed" unless otherwise noted.
- Total travelers is the distinct count of travelers who have at least one booking in "booked" or "ticketed" status during the selected period.
- Total bookings is the distinct count of booking IDs, filtered to sellable item types: Car, Flight, Train, and Hotel. Modifications and extras (such as seat upgrades or baggage fees) are not counted as separate bookings. Filtered by expense date.
- Total spend is the sum of all booking costs in your selected currency. This figure includes refunds, which appear as negative costs and reduce the total. It includes all travel-related spend such as bookings and service fees charged per trip, but excludes monthly subscription (platform) fees.
Caution: Total spend includes refunds (negative amounts), but the Traveler/Trip spending table excludes refunds. If you sum the rows in the table, the result will often be higher than the total spend figure shown at the top.
Total spend by service
The Total spend by service bar chart shows total spend broken down by service category for the selected period. Each bar represents one service type plotted against the total spend axis.
The service categories are:
- Flights — spend on flight bookings (excluding modifications).
- Cars — spend on car rental bookings (ticketed bookings only).
- Hotels — spend on hotel bookings.
- Trains — spend on train bookings (ticketed bookings only).
- Others — spend on modifications, extras (baggage, seat upgrades), FlexiTravel, and Green Trip.
- Refunds — refunded amounts, which appear as negative values and pull the bar below zero.
Note: The Refunds bar will appear below zero whenever refunds are present in the selected period.
Spend by service
The Spend by service donut chart shows the percentage breakdown of total spend across service categories for the selected period. It covers the same service types as the bar chart — Flights, Cars, Hotels, Trains, and Others — but excludes Refunds from the visualization.
Each percentage is calculated as (service amount / total spend across all services) × 100, rounded to the nearest integer.
Note: Refunds are excluded from the Spend by service donut chart. To see the impact of refunds on total spend, refer to the Total spend by service bar chart or the Total spend metric at the top of the report.
Traveler/Trip spending
| Column | What it shows |
|---|---|
| Service | The type of service booked: Flight, Hotel, Car, Train, or Others. |
| Booking description | A short description of the specific booking (e.g. hotel name, route, or vehicle type). |
| TripID | The unique identifier for the trip this booking belongs to. |
| Trip status | The current status of the parent trip (e.g. booked, canceled). |
| Booking status | The current status of the individual booking (e.g. ticketed, canceled). |
| First name | The traveler's first name. |
| Last name | The traveler's last name. |
| The traveler's login email address. | |
| Invoice profile | The billing center (payment profile) associated with the expense. |
| Cost center | The cost object name assigned to the trip. |
| Label | The trip custom field value (label) applied to the trip. |
| Trip start date | The start date of the trip. |
| Trip end date | The end date of the trip. |
| Invoice number | The invoice number associated with the expense line. |
| Expense date | The date on which the expense was recognized. |
| Violated policies | Policy rules breached by this booking. Empty if none. |
| Spend per traveler (user currency) | The cost attributed to this traveler in the account's selected currency, after splitting across the trip's travelers. |
| VAT per traveler (user currency) | The VAT component of the cost in the account's selected currency. |
| Original currency | The currency of the original transaction. |
| Spend per traveler (original currency) | The cost in the original transaction currency. |
| VAT per traveler (original currency) | The VAT component in the original transaction currency. |
Warning: The Traveler/Trip spending table excludes refunds. Because the Total spend metric at the top of the report includes refunds, summing the table rows will not match the Total spend figure.
Note: Dashboard tables have a hard limit of 500 rows. If your selected period contains more than 500 trips, use the custom report download to get the complete data set.
Top travelers
The Top travelers table displays a ranked grid of the travelers with the most trips during the selected period. The table is sorted by total trips in descending order and shows up to 500 rows.
| Column | What it shows |
|---|---|
| First name | Traveler's first name. |
| Last name | Traveler's last name. |
| Total trips | Count of unique trips from financial data, filtered to bookings with status "booked" or "ticketed." Only trips with an associated trip ID are included. |
| Total spend | Sum of the traveler's spend, calculated as total booking cost divided by the distinct number of travelers on each trip. Includes refunds. |
| Total days | Sum of trip durations in days, calculated as trip end date minus trip start date for each trip. |
| Average trip spend | Derived metric: total spend divided by total trips. |
Note: Because spend is split across travelers on shared trips, the sum of all rows in the Top travelers table may not match the Total spend figure at the top of the report.
Top destinations
The Top destinations table displays the most frequently booked destinations, sorted by total bookings in descending order. Up to 500 destinations are shown across four different columns:
- City - The destination city, derived from the car drop-off city, hotel city, or transport segment destination city (whichever is available).
- Country - The two-letter country code for the destination, derived from the car drop-off country, transport segment destination country, or hotel country.
- Total bookings - Count of booking IDs for that destination.
- Total travelers - Distinct count of travelers who booked to that destination.
Note: The Top destinations table excludes bookings with service type "Others" or "Refund". Rows with a null city or country are also excluded.
Flight metrics
Flight metrics in the Travel insights report cover booking window trends, pricing by advance notice, and breakdowns by destination and itinerary type. The section includes four KPIs and six charts and tables.
All flight metrics exclude modifications and are filtered to bookings with status "booked" or "ticketed."
- Flight bookings is the count of distinct flight booking IDs, excluding modifications.
- Total flight spend is the sum of spend for the Flight service type, excluding modifications.
- Average flight price is the average cost per flight booking in your selected currency.
- Booking window (days) is the average number of days between the booking creation date and the departure date across all flight bookings in the selected period.
Booking window over time
The Booking window over time chart shows the average booking window in days plotted by booking week. Use this chart to spot seasonal patterns — for example, whether your company tends to book further in advance during certain periods.
Booking window vs. Average price
The Booking window vs. Average price chart is a dual-axis visualization. The bars show the number of bookings in each booking window tier; the line shows the average flight price for that tier. This lets you see how advance booking affects cost.
The booking window is calculated as the number of days between the booking creation date and the departure date. If the departure date is earlier than the creation date, the booking window is blank.
The tiers used in this chart include 0 to 3, 4 to 7, 8 to 14, 15 to 21, 22 to 29, and 30 or above days.
Bookings by destination type
The Bookings by destination type donut chart shows the percentage split between domestic and international flights. A flight is classified as domestic when the origin country code matches the destination country code, and international otherwise.
Bookings by itinerary type
The Bookings by itinerary type donut chart shows the percentage split across three itinerary types: One-way, Return, and Multi-city.
Airlines
The Airlines table lists the most frequently booked airlines for the selected period, sorted by bookings in descending order.
| Column | What it shows |
|---|---|
| Airline | The marketing airline name. |
| Cabin class | The cabin class booked (e.g. economy, business, first). |
| Bookings | Count of distinct bookings for that airline and cabin class combination. |
| Average price per booking | Average cost per booking in your selected currency. |
Note: The Airlines table is filtered by booking created date, not expense date. This can cause small differences from the top-level flight KPIs, which use expense date.
Flight routes
The Flight Routes table lists the most frequently booked origin–destination pairs, sorted by bookings in descending order. Columns are organized by:
- Origin: The origin city.
- Destination: The destination city.
- Origin airport: The IATA code of the departure airport.
- Destination airport: The IATA code of the arrival airport.
- Cabin class: The cabin class booked.
- Bookings: Count of distinct bookings for that specific route and cabin class combination.
- Average price per booking: Average cost per booking in your selected currency.
Note: The Flight routes table is filtered by booking created date, not expense date, for the same reason as the Airlines table.
Hotel metrics
Hotel metrics in the Travel insights report focus on accommodation costs by location and property. The section includes four KPIs and two breakdown tables.
All hotel metrics are filtered to bookings with status "booked" or "ticketed."
- Hotel bookings is the distinct count of hotel booking IDs (ticketed bookings only).
- Total hotel spend is the sum of spend for the Hotel service type (ticketed bookings only).
- Average price per night per room is the total price of all hotel room bookings divided by the total number of hotel nights. Each booking amount is first divided by the number of rooms selected, and those values are summed before dividing by total nights.
- Booking window (days) is the average number of days between the booking creation date and the check-in date, filtered by booking created date.
Caution: The average price per night per room on the dashboard differs from what you see in the custom report CSV download. In the CSV, cost is split per traveler first, then divided by nights per booking, giving an "average per traveler per booking" figure rather than the aggregate room-level average the dashboard shows.
Hotel locations
The Hotel locations table lists the most frequently booked cities for the selected period, sorted by bookings in descending order.
| Column | What it shows |
|---|---|
| City | The city where the hotel is located. |
| Bookings | Count of distinct hotel booking IDs in that city. |
| Total nights | Sum of hotel nights across all bookings in that city. |
| Average price per booking per room | Average cost per hotel room booking in that city. |
Hotel vendors
The Hotel vendors table lists the most frequently booked hotels for the selected period, sorted by bookings in descending order.
| Column | What it shows |
|---|---|
| Hotel name | The name of the hotel property. |
| Bookings | Count of distinct hotel booking IDs for that property. |
| Total nights | Sum of hotel nights across all bookings for that property. Nights are counted per booking, not per traveler — two travelers sharing one room under one booking count as one night. |
| Average price per booking per room | Average cost per hotel room booking. |
| Average price per night per room | Total room spend for that property divided by total nights. |
Note: The Hotel vendors table is also filtered by booking created date. The total nights figure counts nights at the booking level, so two travelers on the same booking sharing one room appear as one night, whereas two travelers on separate bookings each appear as one night (totaling two).
Note: Manual bookings can produce unexpected hotel metrics. For example, a multi-room hotel booking entered manually may be interpreted as a single room, which inflates the average price per night per room.
Train metrics
Train metrics in the Travel insights report summarize rail spend and booking patterns by provider and route. The section includes four KPIs and two breakdown tables.
All train metrics are filtered to bookings with status "booked" or "ticketed."
- Train bookings is the distinct count of train booking IDs (ticketed bookings only).
- Total train spend is the sum of spend for the Train service type (ticketed bookings only).
- Average train price is the mean spend per traveler per booking for the Train service type, excluding modifications. Because the average is computed per invoice line (one line per traveler per booking), multi-traveler bookings contribute one value per traveler.
- Booking window (days) is the average number of days between the booking creation date and the departure date, filtered by booking created date.
Train providers
The Train providers table lists the most frequently used rail operators for the selected period, sorted by bookings in descending order.
| Column | What it shows |
|---|---|
| Train provider | The name of the rail operator. |
| Bookings | Count of distinct bookings for that provider. |
| Average price per booking | Average cost per booking in your selected currency. |
Note: The Train providers table is filtered by booking created date, not expense date.
Train routes
The Train routes table lists the most frequently booked origin–destination pairs for the selected period, sorted by bookings in descending order.
| Column | What it shows |
|---|---|
| Origin | The origin city or station name. |
| Destination | The destination city or station name. |
| Bookings | Count of distinct bookings for that route. |
| Average price per booking | Average cost per booking in your selected currency. |
Note: The Train routes table is also filtered by booking created date.
Car metrics
Car metrics in the Travel insights report cover rental spend, rental duration, and booking lead times. The section includes four KPIs and two breakdown tables.
All car metrics are filtered to bookings with status "booked" or "ticketed."
- Car bookings is the distinct count of car booking IDs (ticketed bookings only).
- Total car spend is the sum of spend for the Car service type (ticketed bookings only).
- Average price per day is the average cost of a car rental per day, calculated as the average of (booking price ÷ number of rental days) across all car bookings.
- Booking window (days) is the average number of days between the booking creation date and the car pick-up date.
Car rental itineraries
The Car rental itineraries table lists the most frequently booked rental routes for the selected period, sorted by bookings in descending order.
| Column | What it shows |
|---|---|
| Origin | The city where the car was picked up. |
| Destination | The city where the car was dropped off. |
| Bookings | Count of distinct bookings for that origin–destination pair. |
| Total days | Sum of rental days across all bookings for that route. |
| Average price per day | Average cost per rental day in your selected currency. |
| Average price per booking | Average total cost per car booking in your selected currency. |
Note: The Car rental itineraries table is filtered by booking created date, not expense date. This can cause small differences from the top-level car KPIs, which use expense date.
Top car vendors
The Top car vendors table lists the most frequently used car rental companies for the selected period, sorted by bookings in descending order.
| Column | What it shows |
|---|---|
| Vendor | The name of the car rental company. |
| Bookings | Count of distinct bookings for that vendor. |
| Total days | Sum of rental days across all bookings for that vendor. |
| Average price per day | Average cost per rental day in your selected currency. |
| Average price per booking | Average total cost per car booking in your selected currency. |
Policy compliance and approvals
The Policy compliance and approvals section shows how well your company's travel bookings align with your travel policy. It includes one KPI and five charts and tables covering approval response times, compliance rates by service, and violation breakdowns. This section is based on approval request data, not financial data.
Caution: Policy compliance and approvals data is based on approval requests, not invoiced bookings. Data in this section may include trips that have not yet been invoiced and will therefore not appear in the Custom Report Download.
Average time to approve (hours) is the average number of hours from when an approval was requested to when it was reviewed (Approved, Declined, or Sold out before approval).
Note: For accounts using 2-step approvals, this calculation is unchanged. It still measures the time from the first approval request to the last approval required, as recorded on the approval request object.
Approval requests status
The Approval requests status donut chart shows the percentage and count of approval requests split by outcome for the selected period. The three statuses are:
- Approved — the request was approved by the reviewer.
- Declined — the request was declined by the reviewer.
- Sold out before approval — the option became unavailable before the reviewer responded.
This chart is filtered by review request date.
Time to approve by approver
The Time to approve by approver table lists each approver and their average response time, sorted by number of requests in descending order.
| Column | What it shows |
|---|---|
| First name | The approver's first name. |
| Last name | The approver's last name. |
| The approver's email address. | |
| Requests | Count of approval requests reviewed by that approver. |
| Time to approve (minutes) | Average minutes from approval request to review decision for that approver. For sequential 2-step approvals, Approver 1's time is measured from the initial approval request to their approval; Approver 2's time is measured from Approver 1's approval to their own approval. For parallel 2-step approvals, each approver's time is measured from the initial approval request to their own individual approval. |
Note: For accounts using 2-step approvals, the Requests count for each approver reflects individual approval steps, not trips. A single trip that goes through a 2-step approval process generates one request record per approver, so totals will be higher than on single-approver accounts.
Policy compliance by service
The Policy compliance by service bar chart shows the percentage of trips that comply with your travel policy, broken down by service type: Cars, Flights, Hotels, and Trains.
The compliance percentage for each service is calculated as (trips that fulfill policy / total trips with a policy) × 100
This chart is filtered by trip booked date.
Policy violations by reason
The Policy violations by reason donut chart shows the percentage split of policy violations grouped by violation category. The categories are:
- Dynamic budget — the booking cost exceeds a percentage-based or median-relative budget threshold (e.g. costs over X% more than the cheapest option, or over the median price).
- Maximum budget — the booking cost exceeds a fixed maximum budget set in your travel policy.
- Booking window — the booking was made with less advance notice than required by your policy.
- Budget exceptions — route-specific or location-specific budget limits were exceeded.
- Cabin class exceptions — a cabin class was booked that is only permitted on routes above a certain duration.
- Star rating — a hotel was booked that exceeds the maximum star rating in your policy.
- Long haul exceptions — a budget limit specific to long-haul flights was exceeded.
This chart is filtered by trip booked date.
Policy violations by cost center
The Policy violations by cost center table shows the count of policy violations grouped by cost center, sorted by violation count in descending order.
| Column | What it shows |
|---|---|
| Name | The cost center name. |
| # count | The number of policy violations attributed to that cost center. |
How measures are computed
The Travel insights report in Perk computes each metric using specific logic. The reference table below describes how each measure works.
| Measure | Computation | Notes |
|---|---|---|
| Total travelers | Distinct count of user IDs from trip travelers, filtered to "booked" or "ticketed" booking status. | Excludes pending and canceled bookings. |
| Total bookings | Distinct count of booking IDs, filtered to sellable item types: Car, Flight, Train, Hotel. Filtered by expense date. | Modifications and extras are not counted as separate bookings. |
| Total spend | Sum of total cost in user currency, deduplicated by a composite key (booking ID + trip ID). Includes service fees charged per trip. | Includes refunds as negative amounts. Excludes monthly platform fees. |
| Average price | Average of total cost in user currency, deduplicated by the same composite key. | Same deduplication logic as total spend. |
| Spend by service (%) | For each service: (service amount / total spend across all services) × 100, rounded to the nearest integer. | Refunds excluded from this calculation. |
| Total spend by service | Total spend aggregated by service type (Flights, Cars, Hotels, Trains, Others, Refunds). Filtered to "booked" or "ticketed" bookings. | Refunds appear as negative values. Others includes modifications, extras, FlexiTravel, and Green Trip. |
| Top travelers — Total trips | Distinct count of trip IDs from financial data. Filtered to bookings with status "booked" or "ticketed" and a non-null trip ID. | — |
| Top travelers — Total spend | Sum of per-traveler cost (booking cost ÷ distinct travelers on the trip). Includes refunds. | Same currency conversion as overall total spend. |
| Top travelers — Total days | Sum of (trip end date − trip start date) in days across all trips for the traveler. | — |
| Top travelers — Average trip spend | Total spend ÷ total trips for each traveler. Computed as a table calculation. | — |
| Top destinations — Total bookings | Count of booking IDs for that destination city/country pair. Excludes Others and Refund service types; nulls excluded. | — |
| Top destinations — Total travelers | Distinct count of travelers who booked to that destination. | — |
| Flight bookings | Count of distinct booking IDs where service type is "Flight," excluding modifications. Filtered to "booked" or "ticketed." | Filtered by expense date. |
| Total flight spend | Sum of total cost in user currency for Flight service type bookings, excluding modifications. Filtered to ticketed bookings. | Filtered by expense date. |
| Average flight price | Average of total cost in user currency for Flight service type bookings, excluding modifications. | Filtered by expense date. |
| Booking window (days) KPI | Average number of days between booking creation date and departure date across all flight bookings. | Returns blank for individual bookings where departure is before creation date. |
| Booking window vs. Average price | Bars: count of bookings per tier. Line: average flight price per tier. Tiers: 0–3, 4–7, 8–14, 15–21, 22–29, 30 or Above days. | — |
| Bookings by destination type | Percentage of bookings where origin country = destination country (domestic) vs. not (international). | Filtered by booking created date. |
| Bookings by itinerary type | Percentage split of bookings by itinerary type: One-way, Return, Multi-city. | Filtered by booking created date. |
| Airlines — Bookings | Count of distinct booking IDs per airline and cabin class combination. Filtered to flight transport type, booked/ticketed. | Filtered by booking created date. |
| Airlines — Average price per booking | Average cost per booking per airline and cabin class combination. | Filtered by booking created date. |
| Flight routes — Bookings | Count of distinct booking IDs per origin–destination–cabin class combination. Filtered to flight transport type, booked/ticketed. | Filtered by booking created date. |
| Flight routes — Average price per booking | Average cost per booking per route and cabin class combination. | Filtered by booking created date. |
| Hotel bookings | Distinct count of hotel booking IDs. Filtered to ticketed bookings only. | Filtered by expense date for KPI; by booking created date for tables. |
| Total hotel spend | Sum of spend for Hotel service type. Filtered to ticketed bookings only. | Filtered by expense date. |
| Average price per night per room | Total price of all hotel room bookings (each divided by number of rooms) divided by total hotel nights. | Filtered by booking created date. Different from the per-traveler-per-booking figure in the CSV download. |
| Hotel booking window (days) | Average of (check-in date − booking creation date) across hotel bookings. | Filtered by booking created date. |
| Hotel locations / vendors — Total nights | Sum of hotel nights at the booking level. Two travelers sharing one room under one booking = one night. | Filtered by booking created date. |
| Train bookings | Distinct count of train booking IDs. Filtered to ticketed bookings only. | Filtered by expense date for KPI; by booking created date for tables. |
| Total train spend | Sum of spend for Train service type. Filtered to ticketed bookings only. | Filtered by expense date. |
| Average train price | Mean spend per traveler per booking for Train, excluding modifications. Computed per invoice line. | Filtered by expense date. |
| Train booking window (days) | Average of (departure date − booking creation date) across train bookings. | Filtered by booking created date. |
| Car bookings | Distinct count of car booking IDs. Filtered to ticketed bookings only. | Filtered by booking created date. |
| Total car spend | Sum of spend for Car service type. Filtered to ticketed bookings only. | Filtered by booking created date. |
| Average price per day (car) | Average of (booking price ÷ number of rental days) across all car bookings. | Filtered by booking created date. |
| Car booking window (days) | Average of (pick-up date − booking creation date) across car bookings. Returns blank if pick-up date is before creation date. | Filtered by booking created date. |
| Car rental itineraries / Top car vendors — Total days | Sum of rental days across all bookings for that route or vendor. | Filtered by booking created date. |
| Car rental itineraries / Top car vendors — Average price per day | Average of (booking price ÷ rental days) per route or vendor. | Filtered by booking created date. |
| Car rental itineraries / Top car vendors — Average price per booking | Average total cost per car booking per route or vendor. | Filtered by booking created date. |
| Average time to approve (hours) | Average hours from approval request to review decision (Approved, Declined, or Sold out before approval). | Filtered by review request date. Based on approval request data, not financial data. |
| Approval requests status | Count and percentage of approval requests split by outcome: Approved, Declined, Sold out before approval. | Filtered by review request date. |
| Time to approve by approver — Requests | Count of distinct approval request IDs per reviewer. | Filtered by review request date. |
| Time to approve by approver — Time to approve (minutes) | Average minutes from request to review decision per approver. | Filtered by review request date. |
| Policy compliance by service | Percentage of trips fulfilling policy divided by total trips with a policy, split by service type (Cars, Flights, Hotels, Trains). | Filtered by trip booked date. |
| Policy violations by reason | Count of policy violations grouped by violation category using regex matching on policy rule text. Categories: Dynamic budget, Maximum budget, Booking window, Budget exceptions, Cabin class exceptions, Star rating, Long haul exceptions. | Filtered by trip booked date. |
| Policy violations by cost center | Count of policy violations grouped by cost center name. | Filtered by trip booked date. |
| Composite unique key | Concatenation of booking ID and trip ID (with 0 as fallback if trip ID is null). | Prevents double-counting when an invoice line has no associated trip. |
| Currency conversion | If the booking currency matches the user's selected currency, the original cost is used. Otherwise, the EUR cost is divided by the daily exchange rate factor. | Exchange rate is the daily average from the day before the expense date. |
| Per-traveler cost | Booking cost divided by the distinct number of travelers on the trip. | Used in downloaded reports; can cause rounding differences. |
| Refund handling | Bookings with service type "Refund" appear as negative costs. | Refunds reduce total spend but are excluded from the traveler/trip spending table. |
Cancellations and refunds in Travel insights
The Travel insights report in Perk handles cancellations and refunds with specific rules that affect how totals appear.
Refunds have the service type "Refund" and appear as negative cost amounts. They reduce the total spend figure at the top of the report. But the traveler/trip spending table excludes refunds entirely.
Total canceled amount includes all canceled bookings, even if the parent trip is not canceled. A trip is only considered canceled when all of its bookings are also canceled.
Deferred payments
The Travel insights report in Perk supports deferred payments, which are future-dated expenses that haven't been charged yet. Deferred payments currently only affect hotel bookings.
When you select a date range that covers only past dates, the report with and without deferred payments shows identical data. When your date range includes future dates, the deferred payments version of the report shows additional data for hotel bookings that haven't been charged yet.
The deferred payments view uses a unified expense date that falls back to the deferred expense date when no standard expense date exists. It also adds these columns:
- Payment status shows "Paid" or "Not yet paid (deferred)."
- Estimated spend per traveler shows the projected cost split per person.
- Is originally deferred indicates whether the booking was originally a deferred payment.
- Expected expense date shows when the charge is expected to occur.
Tip: If you only look at past date ranges, you won't notice any difference between the standard and deferred payments views. Switch to a future date range to see upcoming hotel charges that haven't been processed yet.
Resolving data differences
The Travel insights report in Perk may show numbers that differ from other parts of the platform or from downloaded reports. These are the most common reasons.
- Dashboard totals vs. table totals: Top-level metrics include refunds, but the traveler/trip table leaves them out.
- Hotel rates: The dashboard shows aggregate room averages, while CSV files show per-traveler averages.
- Date filters: Top-level metrics filter by financial expense dates. Section tables filter by booking creation dates. Other platform areas might use the service start date.
- Exchange rates: The insights report uses a daily average rate from the day before the expense date. The main platform uses hourly exchange rates.
- Rounding: Splitting a cost among travelers rounds per-person amounts individually. For example, a $1.66 cost split among three people becomes $0.55 each, creating a 1-cent difference from the $1.65 total.
- Table limits: Dashboard tables cap data at 500 rows. Use the custom report download to see all rows.
- Manual entries: Manual entries can cause errors, like saving a multi-room booking as one room, which inflates the average price.