Reporting Tools - FAQ


Frequently Asked Questions

Find your answers to the most commonly asked questions. Please let us know if you encounter any problems or have suggestions.

What do I do if I forgot my password?

  • Absolutely. The applications are password protected and all data is returned using SSL encryption. Furthermore, by creating customized access profiles, access can be limited to certain divisions or departments. Additionally, due to the highly sensitive nature of credit card information, we have chosen not to show these numbers in full.

When is data available and for how long?

  • While data is posted daily by 10:00 am for the previous day, fully reconciled data for the prior month is available by the 15th of each month. This allows time to close and reconcile the ticket reporting cycle and to thoroughly cleanse the data. The database houses three years of historical data plus the current year.

What if I have a one-time request for a report?

  • We provide special reports if requested. These requests can be given to your Global Account Manager. Periodically, additional reports are added to the report library for your convenience to view online. You may also request customized report designs.

I want each of my three department heads to have access to their data only, can this be done?

  • Yes. If either department numbers or other identifier codes are used, or travel is segregated using a separate customer identification number, this can be accomplished. Each profile would be created to limit the activity based on need.

What do I need to run reports and access historical invoices?

  • All you need is a computer with Internet access (we recommend using Microsoft?s Internet Explorer for optimal browsing) and Adobe Acrobat Reader (available free from our online report site).

What is the process for receiving a user ID and password?

  • It?s as easy as contacting your Global Account Manager. They?ll take care of providing you with a user ID and password. If you wish, we will stop any paper/e-mailed reports at that time.

Do I need to attend a training class?

  • No. Formal training is not necessary because the reporting systems are very user-friendly. Of course we are available to help you if needed and will provide you with any assistance with how to generate reports.