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## Selective Travel Management

## Trends Online Reporting Tool

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## Contents

This user guide is to assist with Trends, our online reporting tool.

Trends displays a wide range of valuable information allowing users to filter their data and drill-down for more specific reporting.

The interactive dashboard allows users to view and analyse their full range of unique travel information including flights, accommodation, travel spend, and much more.

<div style="text-align: center;">To access the Trends tool, please go to your dedicated HUB portal.</div>



<table border=1 style='margin: auto; word-wrap: break-word;'><tr><td style='text-align: center; word-wrap: break-word;'>How to Access &amp; Log In</td><td style='text-align: center; word-wrap: break-word;'>3</td></tr><tr><td style='text-align: center; word-wrap: break-word;'>Home Menu</td><td style='text-align: center; word-wrap: break-word;'>4</td></tr><tr><td style='text-align: center; word-wrap: break-word;'>Reporting Dashboard</td><td style='text-align: center; word-wrap: break-word;'>6</td></tr><tr><td style='text-align: center; word-wrap: break-word;'>Filters &amp; Controls</td><td style='text-align: center; word-wrap: break-word;'>8</td></tr><tr><td style='text-align: center; word-wrap: break-word;'>Analysing Reports</td><td style='text-align: center; word-wrap: break-word;'>11</td></tr><tr><td style='text-align: center; word-wrap: break-word;'>Exporting Reports</td><td style='text-align: center; word-wrap: break-word;'>13</td></tr></table>

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# How to Access & Log In

## To Access Trends

1. Visit your dedicated HUB portal.

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2. Click on the 'Technology' tab.

3. Click 'Trends'.

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Access your travel information securely and choose from a variety of bespoke Travel reports to measure the success of your Travel spend.

4. A new window will open where you will be asked to log in. Type in your email address and password.

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## Home Menu

Once you have gained access to Trends, the home page will display a number of dashboards for you to choose from.

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Select the dashboard you wish to view.

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## Spend Dashboard

The Spend Dashboard (listed as 'Spend Dashboard' on your Home Menu) is your primary tool for tracking, viewing, and analysing your company's corporate travel expenses.

When you open this dashboard, you can navigate between different detailed data sets by clicking the tabs at the top of the screen. These tabs include Summary, Air, Rail, Accommodation, and Data Table.

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The dashboard provides several key visualisations to help you understand your data at a glance:

Headline Metrics: Quickly view your overall Total Spend, which is further broken down into Online Spend and Offline Spend, alongside your total Item Count.

- Spend By Product: A visual pie chart showing exactly how your budget is distributed across different categories, such as Air, Accommodation, and Rail.

- Financial Year Spend By Product: A detailed bar chart tracking your spending trends month-by-month throughout the financial year.

• Interactive Map: A global, geographical view of your travel destinations.

## Carbon Emissions Overview Dashboard

In addition to tracking your financial spend, Trends provides a dedicated Carbon Emissions Overview dashboard, visible on your Home Menu.

This dashboard allows you to monitor and measure the environmental impact of your corporate travel programme. By selecting this dashboard, you can:

• Track your carbon footprint: View the total CO2 emissions generated by your company's travel activities.

- Analyse by product: Break down your emissions by specific travel types, such as air, rail, or accommodation, to see which areas contribute most to your footprint.

- Apply targeted filters: Just like the Spend Dashboard, you can use the left-hand panel to filter your carbon data by Organisation, Division, Account, or custom date ranges. This helps you track sustainability goals and identify areas for environmental improvement across specific departments.

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## Reporting Dashboard

Once you have selected your dashboard, you will be able to view and analyse a range of travel data unique to your company.

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Clicking or hovering over an element will enable the item to become interactive.

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You can switch between various data sets by clicking the tabs highlighted below. These include summary reports, air, rail, accommodation, and more.

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In the example below, we have switched from a summary report to air.

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## Data Freshness

To ensure consistent and accurate reporting, the data within the Trends system is updated on a nightly basis. This means the reports, dashboards, and metrics you view will always reflect your company's travel information up to the previous day.

## Note on Refreshing:

While navigating the system, you may notice "Refresh dashboard" or "Set auto-refresh" options if you click the 3 dots on the top navigation bar. You may also see a "Force refresh" option on individual charts. Please note that because the travel data is updated on a daily cycle, using these refresh buttons will only reload the current page's display. Refreshing the charts while logged in will not update the dashboard with any new, same-day information.

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## Filters & Controls

The panel displayed on the left-hand side of the screen enables you to change division, account, product, financial year, and more.

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## Understanding Your Company Hierarchy Filters

To help you accurately segment your travel data and report on specific business areas, the Trends dashboard uses a three-tier hierarchy based on your company structure.

You can use the left-hand panel to apply these filters:

## Organisation

This is the top-level filter of your hierarchy. It represents the overarching corporate entity, major global region, or primary corporate location. Filtering by Organisation allows you to view the highest-level summary of travel spend and activity.

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## Division

This is the secondary level of your hierarchy (if applicable). Divisions represent the major business units, operational departments, or functional areas within the overarching Organisation (e.g., Sales, Engineering, or Human Resources).

## Account

This is the most granular level of your hierarchy. Accounts correspond to specific Departments or Accounts that sit underneath your Division. Filtering by Account allows for highly detailed budget tracking and reconciliation at the lowest level of the hierarchy.

Here is a look at the panel in more detail:

Use the blue arrow to expand or collapse this menu

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See example below with rail and custom date filters applied:

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To clear individual filters, click on the filter to remove it.

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## Analysing Reports

All elements on the report are interactive. Hovering over the element will show further information. Clicking on the element will add a filter.

In the example below, we have clicked ‘air’ to filter spend by ‘air’ only.

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Financial Year Spend By Product

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We can then delve deeper by clicking on 'United States' on the interactive map. The report now displays air travel to the United States only.

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<div style="text-align: center;">Current filters are displayed on the left-hand panel in the above image.</div>


To remove any of these filters, simply click on the same interactive element again, or use the left-hand panel to exit these.

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## Exporting Reports

Create, customise, and export reports with ease. Trends gives you instant access to the insights you need, with flexible export options including Excel, PDF, CSV, and more.

## How to Export the Full On-Screen Report

1. Click the 3 dots on the top navigation bar.

2. Click 'Download'.

3. Select the type of file you wish to export (this includes PDF).

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## How to Export a Specific Element

1. Click the 3 dots located above the specific element you wish to export.

2. Click ‘Download’.

3. Select the type of file you wish to export (this includes Excel).

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### Selective Travel Management Business Travel. Simplified