How to Generate and Download Customisable Travels Report ?

What are Travels? 

The Travels module allows Admins to set up a process for employees to submit travel requests, such as for accommodations and transportation. These requests will then be approved or rejected by a Manager/Approver, and once approved, admins are able to process the approved request by making the needed travel arrangements. This module is also used for admins to record any costs the company has expended for travel purposes.

Read How to Set Up Travels Module

What are Travel Requests ? 

The Travels Requests page is where admins can view records of all Travel Requests that have been Submitted by employees. Admins are able to view at a glance, the Reference Number, Employee's Name,Travel Details, and Approval Details of each request submitted. 

What is Travel Costs ?

The Travels Costs  page is where admins can view records of all Travel Costs that have been Processed via the Travel Desk, such as the costs for accommodation, flight tickets, bus fares, petrol etc. Admins are able to view at a glance, the Reference Number, Employee's Name,Travel Details, and Approval Details of each request submitted. 

Read How does Travel Desk Work ?

How to Generate and Download Customisable Trvales Report

altHR's Travel Module allows Admins download comprehensive and customisable Reports for Travel Requests as well as Travel Costs. Admins can then use these reports to analyse the company's Travel habits and expenditure. 

1. On your left-hand Admin Panel, select Others, select Travels and select Reports

2. Select Generate Report

3. Choose Report Type  you would like to generate the report for. 

4. Select Generate Report to begin generating this report

5. Go to Download Report 

8. Reports that are ready to be downloaded will display a 'Ready' icon in the top left corner. Click on Download in the top right corner. 

9. The Report will be sent to you via email.

Tip: If a report seems to be displaying 'Generating' for too long, click on Refresh