How do I report on Who's Going on a Travel Plan?

Admins can view and download a report of traveler data going on Solo or Group Plans. Admins can generate reports on Plans from the following locations:

  1. Traveler view
  2. Who’s Going roster of an individual plan

Traveler View

Admins can generate custom reports of all traveler data onto one CSV.

To generate a custom report…

  1. Click Via Travel in the main navigation menu
  2. Click the Travelers view in the sub navigation menu
  3. Search, sort, and/or filter for the desired content
  4. Click the cloud icon with the downward arrow to download a CSV of all data visible on your screen
HubSpot Video

Who’s Going list of an individual plan

Admins can generate a report of the Who’s Going roster of a specific plan onto one CSV. 

To generate a custom report…

  1. Click Via Travel in the main navigation menu
  2. Click the Plans view in the sub navigation menu
  3. Search, sort, and/or filter for the desired plan
  4. Click on the Plan name
  5. Click WHO’S GOING in the side navigation menu
  6. Click the table icon
  7. Search, sort, and/or filter for the desired content
  8. Click the cloud icon with the downward arrow to download a CSV of all data visible on your screen
HubSpot Video