Trip Filtering

Edited

Use Filters to Narrow Results

1) Filter by Travel Dates

Use the date range picker to show trips From → To specific dates. This is helpful for month-end reporting or auditing a quarter’s activity.

2) Filter by Trip Status

Select one or more statuses to zero in on trips at a particular stage of the workflow:

  • Assistance Requested

  • Trip Planning

  • In Approvals

  • Finalized

  • Preparing Itinerary

  • Declined

  • Pre-Trip Approval

  • Cancelled

Tip: Use Select all / Clear all to quickly include or exclude every status when changing views

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