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Trip reports: why are they beneficial, to whom do you send trip reports, step 1: always carry a small notebook, step 2: decide the report mode, step 3: slowly insert the crucial elements, step 4: clean your report, step 5: end by validating the report.

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What Is A Business Trip Report And How To Prepare One?

Home » B2B » What Is A Business Trip Report And How To Prepare One?

Business trip report is a post-trip activity essential to know the outcome of the business trip vis-à-vis its objectives. Employees can use the trip report to highlight their achievements and enhance their reputation in the eyes of the management. Additionally, the report will help the management to analyze the outcome of the business trip. Let us discuss the tips for writing a business trip report.

What is a Business Trip (or Business Travel) Report?

A business trip report, or a business travel report, summarizes the business trip to justify travel expenses. It reviews activities to fulfill pre-defined business objectives, such as finalizing a business deal, providing technical service to a customer, or representing the organization at a trade fair.

• Travel managers can review business reports based on the following criteria:
• Improving networking and customer relationships
• Fulfillment of the training objectives, such as deals, services, certifications, etc.
• Identifying and attracting prospects for new business opportunities
• Knowing new business trends
• Attending company conferences or review meetings
• Imparting training to business associates
• Providing customer business travel support
• Assessing the competition

Business travel reporting activity helps understand to what extent the employee met the trip objectives. It enables travel managers to change policies and improve the efficiency of the future business trips.

Suggested Read: All You Need To Know About Corporate Travel Management

Importance of a corporate trip report

A corporate trip report is necessary to justify the cost of business travel. It is a critical summary to enable reporting, auditing, and business travel budgeting. Business trip reporting helps travel managers monitor, track, and control travel costs. They can leverage the knowledge to enhance the effectiveness of future business trips.

An ideal trip report provides a detailed review of the particular business travel report and is a vital instrument for understanding the justification of the trip expenses. The business trip report comprises many details, such as graphs, tables, photographs, and other documents supporting the claim by justifying the travel expenditure.

How to write a business report?

1. Preparations

Preparations for writing a comprehensive business trip report begin before proceeding on a business trip. You should note down the core corporate of the business trip you expect to meet. The entire trip itinerary will focus on accomplishing this goal. The measure of the trip’s success will depend upon the details and supportive documents you provide while submitting the trip report. Continue noting down all details about your achievements as your business trip progresses. Collecting bills or receipts is an essential prerequisite to facilitate expense reporting. Platforms like Paxes can help you with planning, booking, and producing the necessary travel data and invoices needed to back your report. Remember to get snaps and video clips of important events besides documentary evidence of your achievements, like feedback forms to justify your accomplishments.

2. Headings and essential details

The heading section should provide a quick introduction to the trip report with the total cost of the business trip. Mention the core purpose in the first section of a business trip report. Include the cities and places you covered with dates. Write down the names of colleagues if they accompanied you on the trip. List the names of prospects, customers, and business associates you met on the business trip.

3. Introduction of the report

A general overview of the business trip is an essential feature of the introduction. Let the introduction outline the goal and the results of the business trip. Mention the places you covered and the people you met with the outcome. One should briefly describe the activities such as attending the exhibition stall, highlighting product benefits, meeting prospects, or attending seminars. Focus on how you accomplished the trip’s aim without providing data or supportive documents.

4. Business trip report’s body

The main section of the business report is the body. You should provide details of the activities that helped you meet your business objectives. By providing reasons, you should also reveal the goals you missed to achieve. One should add any other achievements, not part of the trip’s original objectives, in the body. You should explain how the achievement can benefit the organization.

5. Summary of the report

The summary justifies the consumption of resources to cover the trip. Share your observations by mentioning how the business trip can help the organization win more customers, increase sales revenues, or improve the company’s brand awareness. The summary should focus on the expected rise in the business to help travel managers know the ROI from the business trip. The report should include attachments like data, snaps, and customer feedback reports that will help support your accomplishments.

Business trip report template

Here is a simple template for you to get started with your business trip report:

Trip information

Trip itinerary: Insert summary of trip itinerary

Purpose of trip: Define the purpose of the trip with a clear objective

Activities and meetings conducted: Write about the activities and meetings conducted

Site visits and events attended: Write details of site visits and events attended

Key accomplishments: Summary of key achievements during trip

Business opportunities: New opportunities found during the trip

Challenges encountered

Logistics issues: Were there any issues with the transportation

Communication issues: Any language barrier encountered

Other issues: Other issues occurred during the trip

Expenses incurred

Travel and accommodation expenses: Enter airfare, transfers, mileage, hotel rooms charges

Meal and other expenses: Meal expenses, stationary costs and others

Recommendations for future trips

Improvements: Tips on how to get better results

[End of Business Trip Report Template]

Organizations use the business trip report to know the return on travel costs. Business travel reporting is the art of presenting your achievements systematically. Providing details and supporting these with data or documents is the key to writing a perfect business report. The business report should be crisp and clear, presenting the trip’s purpose, activities, learnings, and recommendations.

Travel and expense management platforms such as Paxes offer easy and quick booking of flights and hotels. Additionally, the expenditure data provided in these platforms can help one in preparing a comprehensive business trip report.

Business Trip Report FAQs

Who should receive the corporate trip report of the employee.

Employees submit a corporate trip report to line managers, or corporate travel managers, depending upon the corporate policy.

What is excluded from a business trip report?

The business trip report should not include personal experiences, like visiting a tourist spot, having dinner with colleagues, or detailed notes. Avoid lengthy descriptions of the event or venue.

Is there a standard format for writing a corporate trip report?

The ideal format is the headline, introduction, body, and summary. However, some organizations expect employees to write a corporate trip report in a particular fashion.

Is the expense report part of the corporate trip report?

Many organizations mandate attaching expense reports to the business trip report. In such cases, one can add receipts and bills to the expense report.

What is the focus of a corporate trip report?

A corporate trip report aims to explain how the investment in the business trip will benefit the organization.

What should be included in a business trip report?

A business trip report should consist of trip details, itinerary, expenses, results, challenges, and recommendations.

What is called as trip report?

A document detailing the various aspects of a business trip for analysis and betterment of next trips is called business trip report.

What is an example of a business trip?

Sales trips, brand awareness trips, VIP trips are some of the examples of business trips.

What is the purpose of business trip report?

A business trip report is used to highlight the key findings of the trip and analyze the same to better the following trips.

How do I create an effective business trip report?

What information should be included in a business trip report.

Pratyush is a traveling enthusiast who always looks for innovations in business travel management. He has 5 years of experience writing content on corporate travel management and working closely with expert business travel facilitators.

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Business Trip Report

Making sure that your actions on behalf of the company has its own paper trail is beneficial for numerous reasons. Documentation is one such reason, as is the reaching of certain conclusions. After all, if you had to go on a trip, wouldn’t you want to inform your superiors about its details as much as you can? Well, this is where business trip reports come into play. If you want to learn more about this, or find the best business report sample for you, feel free to scroll on.

Business Trip Report Template

• Google Docs
• Apple Pages
• Editable PDF

Size: A4, US

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Size: 128 KB

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Business Trip Report Printable Template

What Is a Business Trip Report?

A business trip report is a written document prepared by business travellers as an account of their most recent trip. The purpose of a business trip report is to document contacts made and lessons learned by the attendee during the business trip. It provides the company with a summary of the overall observations and conclusions. Browsing through the business trip report examples from our list above should give you a better idea of what’s included, along with the business trip report format.

Tips on How to Write a Report

After reading the previous post, you may now be asking yourself, ‘how do I write a business trip report?’ The easy way would be to get yourself a free business trip report template . Any one of our samples, including the business trip report Excel template and the business trip report PDF template would do. However, if you really want to start from scratch, then the following tips will be just as helpful:

1. Define Your Purpose

Knowing the purpose of business trip report making will help you out tremendously. Take note that there are five basic questions of investigative writing: who, what, where, when, and how. Keep your purpose in mind as you explore these basic questions; doing so will keep you on the right track.

2. Be Professional With Your Language

For business reports, getting right to the point is imperative. But never lose your professional tone either. Be clear, concise, and formal. Don’t stray from your report’s main point and don’t use unnecessary language or jargon. Use simple but engaging  general statements  by using active sentences.

3. Organize Your Ideas

You must be able to efficiently express your thoughts in a logical progression to make it more comprehensible. Remember that the devil is in the details and the easier they are to grasp, the more effective your readers will find your report. You can start by creating a  report outline for yourself, and then use this as a guide for the actual content.

4. Do Not Neglect Proofreading

Once you have successfully written the things you want to say, edit and proofread your work. Chances are, a small part of your writing may be composed of details that are unnecessary to the simple report . Cut out those parts, reread your content, and then do it all over again until you are satisfied with the finished product.

What are the details to include in a business trip report?

Among the details that one must always include in a business trip report are the following: the name of the business trip, its participants, the trip’s duration, its overall purpose, its highlights, your follow-up actions, and any additional comments.

What are the advantages of business trips?

First of all, business trips help improve the relationship with existing customers. It can also attract new ones and help evaluate competitors. Lastly, they provide opportunities to learn about new market trends and opportunities.

What are the different types of business reports?

First, you have informational reports, which business trip reports can fall into. Then there are the analytical reports , research reports, explanatory reports, and progress reports .

With the importance of business trip reports and all other vital information out of the way, you’re now in a better position to do right by your company . You can either download any one of our business trip report templates or you can create your own from scratch. It’s up to you, so make sure you take what you’ve gained from this article and put it all to good use today!

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Must-Have Business Trip Report Templates with Examples and Samples

Mayuri Gangwal

In the capacity of a seasoned travel professional, you are well acquainted with the intricate and time-intensive nature of trip planning. In your pursuit of enhanced efficiency and time management, you seek tools or templates to streamline your responsibilities. Notably, these resources should cater to the needs of travel agents, camping facilities, vacation planners, and insurance entities while encompassing all pivotal functionalities.

On this note, here comes our business trip itinerary to teleport your presentation to new dimensions. Our Travel Itinerary Template sets you up for success by covering all essential aspects of your trip. These templates ensure you get everything from detailed employee information to travel reservations and destination details.  

Best Business Trip Report Templates

SlideTeam’s Business trip report templates provide a standardized format to record each trip detail. This saves you plenty of time as you don't have to start from scratch. It also allows you to concentrate on the critical data while making it easier to compare information. 

Our professionally designed templates give your reports a professional appearance. This is particularly important for business trips where you must share the info with stakeholders and clients.  

By maintaining a repository of the trip report, businesses can draw more insights and lessons from past experiences. Thus, professional trip report templates offer numerous benefits to the organization. It not only saves time but also empowers businesses to make better decisions. 

Let's explore more about our templates and find out how they can help you get organized. 

Template 1: Business Trip Itinerary Report 

This all-inclusive gem is your ticket to flawlessly organizing and documenting crucial business trip details . It manages your travel information and makes it convenient and accessible to extract the desired information at the correct time. 

Furthermore, it has a dedicated section for organizing your departure details like date, airline confirmation number, time, and location, which ensures that you always pay attention to essential trip details.

This template presents accommodation details, conference reservations, meeting events, and other vital trip-related information so that employees and participants can stay informed and fully prepared for every engagement during their travels.

Adaptability is the heart of our template. It allows you to customize it to meet your requirements and preferences. Add, remove, or adjust elements and data fields to cater to your unique business scenarios.

The templates redefine efficiency, user-friendliness, and how you organize and present crucial business activity details. Its appeal extends to various travel-related industries, making it an essential professional asset.

Download Now

Template 2: Bi-Fold Business Trip Itinerary Report Template  

Our Bi-Fold business travel itinerary template grants you an expensive canvas to showcase your story convincingly. 

It is a concise 4-page document that empowers effective communication of vital information and telling your business narrative in a contemporary and inspirational manner. It is ideal for crafting communication collateral for any product or service; it offers the flexibility to be shared across various platforms. Initiate your projects with ease and turn them into valuable marketing assets. Organizations can use these templates for handouts, takeaways, and presentations.

 Organizations can infuse their brand's colors, logos, and unique elements, tailoring it to their needs and preferences. This template provides ample space to include all relevant data while maintaining its aesthetics looks, from travel itineraries to research plans or reporting on business activity details . 

Its adaptability, user-friendly interface, and sleek design make it an essential asset for effectively sharing vital information in a captivating and concise manner. Its futuristic design is a perfect blend of modernization and inspirational masterpiece. This helps in elevating your business stories to new heights. Download now and prepare to reshape how your brand communicates with its audience. We also have travel proposal templates to cater to all your travel needs. 

These professionally designed templates provide a competitive edge for businesses. It helps them to create impactful and visually appealing communication collateral. They are essential for companies looking to improve communication and streamline processes.

These templates save valuable time and give businesses the confidence to document their travel experiences. Employees can share valuable insights within the organization.  The consistency and coherence offered by these business templates ensure the organization's brand identity remains strong.

You can share them across multiple platforms to reach a wider audience. Embrace the convenience and professionalism these templates bring to your business trip reports. These valuable resources simplify how you create and share your business trip reports with confidence and ease. 

Step into a world of efficient reporting and make your business trips remarkable. Get started now and craft compelling business trip reports that leave a lasting impact on your audience. Happy reporting

FAQs on Business Trip Report

How do i write a business trip report.

To craft a business trip report:

• Start with a concise introduction that outlines the purpose of the trip.
• Furnished comprehensive information regarding the trip's goals, undertaken activities, and attended meetings.
• Utilize clear and specific language to elucidate the outcomes and accomplishments achieved during the journey.

Consider including a breakdown of incurred expenses; attach receipts for verification. Conclude the report with a summary of key takeaways and any recommendations for improvement.

Ensure your business travel report is logically organized and follows a professional format. Following these instructions will make your report informative, well-organized, and easily understandable for you and your organization. Moreover, it will serve as a valuable point of reference for upcoming decisions regarding business travel.

What is the purpose of a business travel report?

Business trip reports have a singular aim: to produce comprehensive and meticulous documentation of a business-related excursion. They hold significant value as they record the trip, encompassing all activities, results, and expenditures.

This report is essential for both the traveler and the organization as it documents crucial information, including meeting details, business achievements, challenges encountered, and potential opportunities identified during the trip.

Beyond serving as a historical record, the report critically analyzes the trip's effectiveness. It helps assess the achieved objectives, measure the ROI, and identify areas for improvement. Moreover, the report facilitates decision-making for future business travel by providing valuable insights and recommendations based on the trip's experiences.

By creating a comprehensive business trip report, professionals can better understand the impact of their journey, make informed decisions, and optimize their future travel endeavors for the success of both themselves and their organizations.

What are the elements of a business trip report?

A business trip report typically includes the following key elements:

• Introduction: Briefly state the purpose and objectives of the trip.
• Trip Details: Include the traveler's name, dates, destinations, and arrangements.
• Meeting Summaries: Provide a comprehensive account of the meetings attended and their outcomes.
• Expense Breakdown : List all incurred expenses, such as transportation, accommodation, meals, and other relevant costs.
• Challenges Faced : Mention any difficulties encountered during the trip and how they were addressed.
• Recommendations : Suggest improvements based on the trip's experiences and outcomes.

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Business trip overview.

• The purpose of the trip
• Travel destination
• Duration of the trip
• Participating employees

Trip itinerary

Meetings, events, and activities, expense report, attachments and documents.

• Invoices and receipts: all the proof of each one of the expenses made
• Other relevant documents: contracts, certificates, and declarations that were produced during the business trip

Additional comments

Get your business travel report template.

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What should a business travel report include? self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R15ajm:",1)

Your business trip is over, and now it’s time to draft up a travel report. Why does your manager ask for a business trip report? And what should a good report include? Scroll down to learn everything you need to know about how to write a travel report.

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A business trip report, or business travel report , is a document about a business trip, usually written for a manager. It’s like a memo of the trip, its purpose, learnings, and outcomes.

The meaning of a business trip report is to give an overview of the trip and justify the expenses. 

With a travel report, you tell your manager (or other relevant people in the company) what your trip was about: purpose, goals, achievements, learnings, and recommendations. The purpose of a business trip can be, for example, to solidify business partnerships, prospect for new clients, or learn about the latest industry trends.

A business trip report also justifies the investment the company makes. If your employer sends you on a business trip and pays for the costs, how will it benefit from your travel? 

What should a travel report include? self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":Rctajm:",1)

There isn’t one set format for a travel report. You can check if your company has a template for reporting business trips or if there are some conventions or requirements the report should follow. If not, you can find a simple business trip report template in this article. 

Unless you work in a traditional industry, a travel report doesn’t have to be too formal. Your manager probably doesn't want to scan through a 20-page report. 

It’s okay to keep the report brief and concise. You can skip the table of contents and executive summary and focus on the goals, outcomes, and learnings of the trip – the part that matters the most. 

A simple outline for a business trip report  self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":Rktajm:",1)

If you want to keep your travel report short and sweet, you can follow this simple structure. 

Basics : Your name, participants (your colleagues), travel period, and destination.

Purpose of trip : Why did you go on this trip? What were the goals? 

Overview : What events did you attend? Who did you meet? What learnings did you gain? 

Summary and Conclusions : A brief summary of the trip and recommendations or action points.

Expenses : You can list your expenses here or deliver your expense claim separately. 

Attachments : If you claim expenses, attach receipts and invoices as proof of travel costs.

Claim travel expenses with an expense report self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":Rqtajm:",1)

If you’ve paid travel expenses from your own pocket, you can claim expense reimbursement from your employer. Depending on your company’s conventions, you can either attach the expense claim to the report or deliver it separately. 

More and more companies use digital tools to manage travel expenses, which means that you don’t need to claim back travel costs with a paper document (and not even with a PDF). For example, Pliant features an integration to Circula , a software designed to streamline and automate claiming and managing travel costs and allowances.

Use a business travel report template  self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R10tajm:",1)

If your company doesn’t have a fixed structure for a business travel report and you’re not sure how to go about it, here’s a template to help you get started. 

You can use this template to summarize your trip and its expenses in a simple and easy-to-skim format. 

Bear in mind that this isn’t an official travel report template – if there is such a thing. Feel free to edit and customize it for your needs. You can skip or add sections that you see useful. If you want to highlight something particular, add new sections, like Goals or Learnings. 

How to write a travel report?  self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R18tajm:",1)

Following the structure of the template above, here’s how you write a travel report. 

Start with the basics self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R1ctajm:",1)

First things first. In addition to your own name, mention any colleagues that were with you on the trip. Include the travel period and destination.

Focus on the benefits for the company  self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R1gtajm:",1)

The body is the most important part of your report. You can use a structure that works best for you, but if you’re not sure what to include, here are some ideas.

You can start with the purpose . Why did you go on this trip? What were the goals? This could be, for example, to keep up with the industry trends at a conference. 

Provide an overview of the trip. Who did you meet? What events did you attend? What did you learn? This is your chance to shine. Stress how the trip was beneficial for the company. Not only did you pick up new skills at a seminar, but now you can put them to use in your work for the company. You’ll want to show how sending you on this trip was a good investment. 

Close with a summary and conclusions . Write a summary and revisit the key points, like your learnings, how the goals were met (or why they weren’t), and recommendations and an action plan for the next steps.

Attach a cost summary and receipts (if necessary) self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R1qtajm:",1)

Depending on your company’s travel expense policy, you can attach a cost summary of your reimbursable expenses and relevant attachments to the travel report. Attachments include receipts and invoices as proof of incurred expenses during the trip.

If you deliver an expense claim with an app or in another way established in your workplace, you don’t have to include it in the travel report.  

What is an example of business travel? self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R20tajm:",1)

There are many types of business travel, ranging from conferences to trade shows to visiting international branches of the same company. 

What qualifies as business travel in the eyes of the tax office varies from country to country. But usually, there’s some kind of requirement for temporary travel for work purposes.

Examples of business travel include:

Conferences and seminars

Trade shows and fairs

Travel to meet business partners, like suppliers or clients

Internal visits and meetings at different locations  

Company retreats and events

Not every type of business travel requires a travel report. If you’re traveling to a company retreat or summer party to unwind and bond with your colleagues, you can skip the report. 

When does a business trip require a travel report? self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R2ctajm:",1)

Whether a business trip report is required depends on the organization and its travel policy. A travel report isn’t always necessary, so it’s best to ask your manager. 

But if you claim reimbursement for business-related travel expenses, you do need to submit an expense report and receipts. This is usually required by the tax office to provide a clear audit trail of why your employer is making a (tax-exempt) payment to you. But this doesn’t mean you have to write a report on the whole trip. 

Depending on the policy of your company, you might either submit an expense claim with an app or software or in another fashion that is established in your organization. 

In summary self.__wrap_b=(t,n,e)=>{e=e||document.querySelector(`[data-br="${t}"]`);let s=e.parentElement,r=R=>e.style.maxWidth=R+"px";e.style.maxWidth="";let o=s.clientWidth,i=s.clientHeight,c=o/2-.25,l=o+.5,u;if(o){for(;c+1 {self.__wrap_b(0,+e.dataset.brr,e)})).observe(s)};self.__wrap_b(":R2ktajm:",1)

Business travel report policies vary from company to company. While a travel expense claim may be required by the tax office, a business trip report is usually just used for internal purposes. 

In some companies or industries, lengthy reports may be the norm. But just the same, there may not be a culture of writing travel reports at all. When in doubt, ask your manager.

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Trip Report

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Track your business trips, objectives, expenses, and insights

What is trip report template.

Business trips are a crucial part of many organizations, whether it's for client meetings, conferences, supplier audits, trade shows, or networking events. However, managing the details of these trips can be a daunting task. That's where our Trip Report Template comes in. With Lark's advanced features, you can track your trip details, including the destination, start and end dates, objectives, status, budget, total expenses, key insights, action items, improvement areas, future ideas, and participants. This template allows you to keep all your trip information in one place, making it easier to manage and review.

Try this template now

Who is this Trip Report Template for?

This template is perfect for businesses of all sizes, from startups to large corporations. It's especially useful for:

- Business executives who frequently travel for meetings, conferences, and networking events.

- Project managers who need to keep track of their team's trips and the associated expenses.

- Finance teams who need to monitor and manage the budget for business trips.

- Sales and marketing teams who travel for client meetings, trade shows, and market research.

- HR teams who need to manage and coordinate employee travel.

This template is designed to be flexible and adaptable, making it suitable for any team or individual who needs to manage business trips.

Why use this Trip Report Template?

Managing business trips can be a complex task, but our Trip Report Template makes it easy. Here's why you should use this template:

- Stay Organized: Keep all your trip details in one place, making it easier to manage and review.

- Save Time: No need to create a trip report from scratch. Just fill in the details and you're good to go.

- Monitor Expenses: Track your budget and total expenses to ensure you're staying within your financial limits.

- Gain Insights: Record key insights, action items, and future ideas to help improve your business strategies.

- Improve Planning: Identify areas for improvement to make your future trips more successful.

With Lark's advanced features, you can customize this template to suit your needs, making your trip management process more efficient and effective.

Get Started with Trip Report Template.

Follow these few steps to get started with Lark templates:

1. Click 'Use this template' on the top right corner to sign up for Lark

2. After signing up for Lark, you will be directed to the Trip Report Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the Trip Report to your workspace.

3. Change fields of the template to fit your needs

4. Take advantage of the full potential of this Trip Report Template.

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Free Itinerary Templates

By Kate Eby | February 28, 2018

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An itinerary is essentially a schedule that can aid in organizing travel plans, conferences, meetings, and other events. Itineraries are most commonly used for business trips and personal travel to provide a record of important details, such as transportation and lodging information, business meetings, tourism plans, and emergency contacts. Whether you’re embarking on a business trip or family vacation, an itinerary can help you plan ahead, pack appropriately, and prioritize activities in order to save time while traveling. To make your process even more efficient, below you’ll find free travel itinerary templates, planning checklists, meeting itineraries , and other templates for Microsoft Excel and Word, PDF, and Google Docs. All of the templates are professionally designed and easy to use, and you can print them to provide a hardcopy during travel or to utilize in a meeting.

Business Itinerary Templates

Business travel itinerary template.

Keep track of flight information for both departure and return trips, accommodations, rental car details, and meetings or events with this business travel itinerary. You can plan for multiple travel dates, and the template is designed with alternating colors for an easy-to-read layout.

‌ Download Business Travel Itinerary Template

Business Trip Checklist Template

Customize this checklist template by adding tasks that need to be completed and items to pack on a business trip. Using a checklist can help ensure that important items are taken care of and that nothing is overlooked. It’s a simple planning tool that can have a big impact on the outcome of a business trip.

Download Business Trip Checklist Template

Excel | Smartsheet

Simple Business Trip Itinerary

This blank itinerary template offers a basic format that can easily be customized for a specific trip. Create a multi-day itinerary that covers transportation, lodging, meetings, and any other travel details that you want to keep track of. Consider adding hyperlinks to locations, such as hotels and restaurants, so that you have a record of online resources while traveling.

Download Simple Business Trip Itinerary 

Business Trip Report Template

A business trip report typically follows a memo format and provides a summary of the purpose and results of a business trip, including recommendations or follow-up actions that need to be taken. This is different from a business trip expense report, which is used to keep track of travel expenses for reimbursement. You can save and print the template as a Microsoft Word or PDF file.

Download Business Trip Report Template

Word  |  PDF  | Smartsheet

Travel Agency Planning Form

Travel agents can use this form to collect information from clients and create travel plans. Edit the template to include whatever details are relevant for the client and the type of trip, such as flight preferences, travel insurance options, lodging information, or discounts offered. Create a record of client information for future reference.

Download Travel Agency Planning Form

Word  |  PDF

Flight Itinerary Template

Multi-flight trips can be complicated, but a simple template can help prevent you from feeling overwhelmed. This Excel itinerary template will help you keep track of flight info so that travelers have all the details on a single spreadsheet. Enter your flight numbers, airport locations, and departure and arrival times for each leg of your journey, including layovers.

Download Flight Itinerary Template

Excel  |  Word  |  PDF

Vacation Itinerary Templates

Vacation itinerary template.

Plan a quick three-day trip, a five-day getaway, or a longer vacation with this comprehensive itinerary template. You can make and record plans for each day of your trip, including restaurant reservations, entertainment ideas, transportation, and nightly lodging. This provides a detailed look at your daily itinerary as well as an overview of the entire vacation.

‌ Download Vacation Itinerary Template

Vacation Planner Template

While creating a vacation itinerary requires advance planning, doing so allows you to relax and enjoy your trip without having to make arrangements while traveling. This vacation planner template is designed to help you compile information, compare options, and then create an itinerary based on what you discover. It can be used for planning a variety of trips, from family vacations and reunions to student field trips or travel for sports team competitions.

Download Vacation Planner Template

Excel  |  Word  |  PDF

Travel Day Planner

Use this Microsoft Word itinerary template to create a schedule for outings and events on a single day. Keep track of items to bring, restaurant locations, tourist attractions, and important notes. You can create your own easy-to-carry guide to follow throughout the day, and stick to your travel plan or make adjustments as you see fit.

Download Travel Day Planner

Family Vacation Itinerary Template

This itinerary template is designed with families in mind, and provides sections for listing all of the important trip details, which may include traveler names, medical info and contacts, other emergency contacts, and travel plans. Keep track of activities that your family plans to enjoy along with any corresponding details you want to document, such as cost, location, or advance tickets.

Download Family Vacation Itinerary Template

Excel  |  PDF

Travel Planning Checklist

Create a simple checklist for planning a personal trip or vacation. This template includes sections for adding items to complete at work, arrangements for home and pet care, a packing list, and other tasks. A to-do list can provide organization and accountability before you leave for a vacation.

Download Travel Planning Checklist

Meeting and Event Itinerary Templates

Formal meeting itinerary template.

Keep meetings on track with this organized itinerary that shows topics to be covered, presenter names, and the time allotted for each agenda item. You can also record the names of everyone in attendance, the meeting objective, and the location. This is a Google Docs template that can be modified to suit your particular organization and easily shared with team members.

Download Formal Meeting Itinerary Template

Word | Smartsheet

Meeting Minutes and Itinerary

This meeting itinerary template for Word provides a traditional layout with room to record minutes. Customize the template by adding a business logo or editing the items included in the itinerary. The template also includes a signature line for secretary approval.

Download Meeting Minutes and Itinerary

Weekly Staff Meeting Itinerary Template

Plan your weekly staff meetings and share the itinerary with attendees in advance. The agenda includes an overview of weekly achievements, progress updates, action items to discuss, and scheduling info for the next meeting. This template provides a roadmap to follow during the meeting and can also serve as a record of what was covered.

‌ Download Weekly Staff Meeting Itinerary Template - Word

Event Itinerary Template

Create a simple itinerary for a conference, workshop, fundraiser, or other event with this schedule template. You can show activities that occur in different locations simultaneously, such as different speakers at a conference, and display the starting and ending time for all activities. Use this template to plan a single or multi-day event.

Download Event Itinerary Template

Excel  |  PDF

Tips for Planning a Business Travel Itinerary

Some companies hire a corporate travel planning service to manage trip planning, booking, and emergency services. However, small businesses and independent consultants can simplify their travel planning by keeping a few tips in mind.

• Begin Planning Early: While some trips occur with short notice, you should aim to start planning a month in advance (if possible) to reduce stress and ensure that you get the services you need at the best rates available. Schedule any business meetings before securing transportation, lodging, and other travel details. It can also be helpful to arrive a day or two early to give you time to get organized and recover from jet lag.
• Bring a Backup Itinerary: Mobile devices, cloud-based storage, and the global availability of Wi-Fi make it easy to access documents from anywhere. But technology can fail, and devices can be lost or stolen, so it’s wise to print a hardcopy of your itinerary to bring in your carry-on luggage. If you’re traveling overseas, consider emailing a copy of your itinerary to your local contact as well.
• Check the Weather: This may seem obvious, but in some locations and at certain times of year, you may need more than your typical business attire in order to be prepared and comfortable. Before packing, check the weather forecast for your destination.
• Confirm Arrangements: Verify that a hotel will provide all the services you will need before booking. Once arrangements have been completed — but before setting out on your business trip — confirm lodging and other travel details to ensure that everything is in order and your itinerary is accurate.

Creating an organized itinerary will give you a map to follow during your trip so that you can focus on business engagements and other work responsibilities.

Create Flawless Travel Itineraries with Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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FREE 14+ Sample Trip Reports in MS Word | Apple Pages | Google Docs | PDF

On the brighter side, there are companies who allow traveling through business trips and company outings. When you’re given this chance, grab the opportunity quickly. This will be a mixture of work and travel, which still sounds exciting.  Sample Reports can help you to file trip reports whenever you’re on business trips.

Trip Report Sample

12+sample trip report documents in word, 9+ sample trip report documents in pdf, 7+ free trip report template, trip report template.

• Google Docs
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Size: A4, US

Sample Trip Report Template

Size: US, A4

Business Trip Report Template

Every person’s bucket list will always include traveling. Who wouldn’t want to travel? When you’re traveling, you get to discover exotic places, meet new people, understand other cultures, and learn valuable experiences. It’s what everyone wants. However, most people do not have the luxury of time to travel because of work.

Simple Business Trip Report Template

Sales Trip Report Template

Conference Trip Report Template

Trip Expense Report Template

Business Trip Report Format

Size: 53 KB

Field Trip Report in PDF

Army Trip Report Format

Size: 40 KB

Conference Trip Report

Size: 62 KB

 Ways to Enjoy Business Trips

Being on a business trip can be a bittersweet experience. You get to travel yet you still have to work. However, this shouldn’t discourage you to enjoy and have fun while working. Here are simple tips to for you to still have fun on your business trips

• Focus on the trip’s purpose.  You have to focus on the purpose of the travel. Know your priority. Think about it as a new learning experience. You get to hit two birds with one stone. This experience could enrich in you new ideas and skills that are helpful in your career’s growth.
• Explore and discover.  Since you’re traveling, don’t forget to explore the place and discover new sceneries. Take time to unwind and enjoy the place.
• Do unrelated work activities.  You can do this after doing your work. It’s not bad to have fun after a long day’s work. You can relax by walking at the beachside or swim at the pool. Be with your workmates and roam around the place. This is your time to experience the travel part on your business trip. You are not prohibited from having time for yourself.

You may see  Expense Reports and  Annual Report Samples for more sample reports.

Free Trip Expense Report Format

Size: 809 KB

Trip Report in DOC

Size: 114 KB

Air Force Report

Size: 78 KB

Trip Report Format in Excel

Components of a Business Trip Report

Before filing a business trip report, it’s good to be acquainted first of the details you need to fill out. The vital details you should know about are as follows:

• Name of the employee
• Company name
• Purpose of business trip
• Date departed
• Time departed
• Date returned
• Time returned
• Place of travel
• Things you learned
• Recommendations

Importance of Traveling

Traveling is a form of a teacher. It lets you learn and experience things you didn’t know about before. Through traveling, you get to know yourself more by the way you interact with other people, experience new cultures, discover exotic places, and learn new ways.

It’s not always that you get to travel, but when you have the opportunity, immediately pursue it. You don’t need to visit far places. You can start by your local tourist spots. There are beautiful places in every corner of this planet that need to be visited. Take time to breathe and celebrate the life you have.

Our website is offering more sample reports such as  budget reports . You can simply browse through this page for more trip reports for your future business trips.

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• Trip Budget
• Trip Itinerary
• Trip Planner
• Trip Proposal
• Trip Report

Trip Report Templates

A Trip Report Is easy to Make with Our Free Sample Templates. Whether You Are a Driver, Salesman, Air Force, or Army That Needs to Submit an Official Travel Documentation, Template.net's Professionally-Made Stencils Is For You! Our Website Also Offer Printable Templates for Field Trip and Other Educational Activities.

Get Access to All  Reports Templates

Let's say that you've just been tasked to go on a business trip by your boss and you need to provide updates on everything from what happened and when it happened. What you'll want to do is send him/her a solid trip report and luckily, we have the report templates to help you make one. Each one that we offer is professionally made and easily editable in order to suit your needs. We also have a wide selection for you to choose from! So whether it's a marketing trip report or a simple business trip report, our site has the templates for it. Take the opportunity to join any of our subscription plans now and enjoy the benefit of downloading all of our high-quality templates! 

What Is a Trip Report?

This type of report documents all of the details concerning a particular journey that an individual took part in. Majority of the ones made are for business-related purposes and those who are tasked in providing them must be meticulous in covering everything about the trip. The information found in this particular type of business report will help one understand if whether or not the goal of the trip was achieved and if there were any issues encountered that prevented the individual from achieving it. 

How to Write a Trip Report?

1. Start With the Reason for the Trip

Begin the introduction of your company report by providing the reason as to why you were required to go on the trip. This is where you will point out exactly what goal you had to accomplish by being at the destination. When doing this, be sure to provide a clear description so that the reader can easily understand what you were trying to achieve.

2. Put in General Information

Write down your complete name and, if necessary, your job position title and company name. You must then point out the exact location that you were designated to go to. Then you will have to point out the exact date in which you were supposed to arrive at the location and if you managed to do so. If there were any people that you had to come in contact with at the site, then be sure to put in their complete names and if you managed to meet with them or not. Also, do not forget to include a list of your accommodations, method of transportation, trip itinerary , and names of those who accompanied you during the trip. 

4. Explained What Happened

Every formal trip report must contain an explanation of what it is that you managed to do. You will have to do this in chronological order from the day that you arrived until the day you left. You will want to include important details in your simple report  such as what activities you took part in, the names of the people you discussed important things with, the events you managed to witness. 

5. Point Out When Things Happened

You are going to have to point out all of the important events, tasks, or activities that you took part in and the date and time in which they happened. Take note that they have to be ones that affect you in achieving the trip's goal. Make sure that you write down the month, day, and year for the date and the exact hour and minute for the time that each one took place. If there was a deadline for the ones that you had to do, then make sure to point out if you managed to do them on time. For your reader's convenience, use a timeline. 

6. Share the Trip Expenses

You will definitely have to point out the budget that you were provided for the trip as well as every expense you made. Make sure that you cover everything from your transportation and accommodation fees to what you managed to spend on for meals. Also, point out if whether you had to make any additional expenses that were necessary and if they forced you to go over the budget. Make use of a travel expense report . 

7. Point Out Any Problems Encountered

It is important that you point out if you encountered any difficulties in your sample report . This will help explain as to why you may have not been able to take part in certain activities that are essential in reaching the goal of the trip. Be sure to provide a proper description for each one and point out what kind of impact they had in terms of achieving the trip's goal. 

8. Come Up With the Conclusion

Lastly, all you have to do is to write down if whether or not you managed to achieve the goal of the trip. When doing this, be sure that you get straight to the point as the reader will want to know right away as the reader will want to know as soon as possible.