- Via TRM Knowledge Base
- Via Travel
- Reporting
How do I create custom reports in Via Travel?
Reporting is the process of exporting data from a data source. In Via Travel, admins can generate custom reports for the following:
- Plans
- Travelers
- SafeCheck messages
- Details (transportation, housing, activities)
Admins can generate reports from the following locations:
- Plans view
- Travelers view
- SafeCheck view
- Transportation detail view
- Housing detail view
- Activity detail view
- Who’s Going list of a specific plan
- Individual SafeCheck message
Custom reports are those that have been customized by an admin by first altering what’s visible on their screen (by adding or removing columns, sorting, and applying desired filters), then, downloading a CSV of all visible data.
To generate a custom report…
- Head to the desired dashboard, plan, or SafeCheck message
- Search, sort, and/or remove columns, and/or filter for the desired content
- Click the cloud icon with the downward arrow to download a CSV of all data visible on your screen