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Agencies and Partners

Reporting & Data

Running reports across all clients and managing data tags.
Reporting & Tags
Using Tags as Fields in Reporting Remarks
Tags are name/value pairs used to organize and categorize data at multiple levels: Policies, Policy Templates, Events, Company, and Agency.NOTE: Tags ...
Agency Reporting
Trips Dashboard (Agency-wide View)
The Trips dashboard displays all travelers� trips across the agency, regardless of whether they are profiled. Filters and Search: Filters include All ...