Overview of analytics

Expensify Travel analytics give travelers, approvers, and admins real-time visibility into travel activity and spend. These insights help identify travel trends, ensure policy compliance, and support strategic decision-making across your organization.

How to access Expensify Travel

• In New Expensify: Click the green + button in the bottom-left corner of your screen, then select Book travel.
• In Classic Expensify: Click Travel in the left-hand menu, then select Book or manage travel.

Note: Travelers, approvers, and admins can all access analytics. Only travel admins can view company-wide reports.

Traveler and approver analytics

Once in Expensify Travel, click Analytics in the left-hand menu.

Viewing data

At the top left of the page, use the dropdown to toggle between:

• Myself
• My direct reports
• My org

Filter options

• Report type: Choose from Overview, All transactions, Air transactions, Unused air credits, and other spend by travel type.
• Search: Filter by transaction, PNR, or trip creation date.
• Date range: Select a specific timeframe to refine your results.

Downloading data

All reports can be downloaded in the following formats:

• PNG
• XLSX
• CSV

Company-wide analytics (admins only)

Admins can access Company reports from the Analytics section to view comprehensive metrics and travel spend.

Report selection

A left-hand menu provides a list of built-in reports. Some examples include:

• Overview
• Air Manifest
• Hotel Spend
• Carbon Emissions
• Unused Credits

Report filters

At the top of the page, use these filters to refine your data:

• Organization: Select your company or subsidiary.
• Legal Entity: Focus on specific Expensify workspaces.
• Search By: Changes based on report (e.g., Transaction Date, Departure Date).
• Start and End Dates: Select a custom date range.

As you apply filters, your report will update dynamically with relevant insights.

Visualizations

Most reports include a visual graph highlighting key metrics over time. Tile summaries and downloadable tables provide additional insights.

FAQ

What should I do if the Analytics page appears blank?
Click the icon at the far left of the URL in your browser’s address bar. Expand Cookies and Site data, then enable third-party cookies. Refresh the page and your reports should load correctly.

Can I see my team’s travel activity if I’m not an admin?
Yes, approvers can view data for their direct reports or organizational group using the dropdown at the top of the Analytics page.

What formats can I export travel data in?
All reports can be downloaded as PNG images, Excel spreadsheets (XLSX), or CSV files.

Do analytics update in real time?
Yes, analytics are updated automatically as bookings are made, changed, or canceled.

Can I filter company-wide reports by department or cost center?
Yes, depending on how your organization is set up, filters for departments or cost centers may be available in the Company Reports view.

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