Downloading the Data behind the Dashboards

From the menu, select Download Reports.

Select the customer and date range and filter by location across the top of the dashboard (if you haven't already done this).

There are three export options: Data Export, a Summary Report or a Printable Report.  In this case, select Data Export as you wish to see the detailed data behind the dashboards.

The Category option allows you to select either the invoice data or the air segments data.  To download the data behind the figures, you will need to select the Invoice data.  (If you select Air Segments, then your next option will be to download).

Then you can select or un-select product types.  For example, in order to get a report which will allow you to see the travel compliance of each customer (for Air product types), un-select all and select only Air.

Select your report format: either csv or excel.  Please note that an excel download may convert numeric data into text.  To overcome this, download a csv file and save as an excel file.

Select your date filter: Transaction date to download data based on invoiced date or Departure date to download data based on the trip start date.

Click on the download button and the csv file will be created and downloaded immediately or you will receive a popup message to let you know your excel file has been queued and will be sent soon.

Open your file and you can review the data at your leisure.