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.

Need to enable travel still? Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.

Traveler and approver analytics

1. Head to Expensify Travel.
2. Click Analytics > My Reports.
3. Filter for your own travel data, the data of your direct reports, or if you’re an admin, your organization.

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)

1. Head to Expensify Travel.
2. Click Analytics > Company Reports.

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.

Favorites

Admins can favorite specific Company Reports to make them easier to access in the future.

Once a report is configured, click the star icon on the far right of the Report Filters. This adds the report to a Favorites category, visible in the left-hand menu.

To remove a report from Favorites:

1. Select the report under the Favorites category.
2. Click the star icon again to unfavorite it.

Scheduling Reports

Admins can schedule Company Reports to be automatically delivered on a recurring basis.

Once a report is configured, click the calendar icon on the far right of the Report Filters and select Create new schedule.

To set up a report schedule, fill in the following fields:

• Schedule name – A descriptive name for easy identification.
• Schedule description – A short paragraph describing the report.
• Format – Choose one: CSV, PDF, PNG, or XLSX.
• Delivery method – Currently only email is supported.
• Report date range – Choose from a list of preset date ranges.
• (Optional) Timestamp format – Add a timestamp suffix to the report filename.
• Frequency – Set how often the report is delivered.
• Specify user for data filtering – Enter an org-based email address. This ensures the user can only see data belonging to their organization.
• Email recipients – Add the email addresses of those who should receive the scheduled report.

To manage existing schedules, click the calendar icon and select View Report Schedules.

FAQ

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.