Orbis Corporate · Customer area
Version 2026.10

Orbis Corporate users and reports: give your team access and get your billing data

A guide for customer area administrators: how to create users, decide which customers and reports each one sees, and how to filter, generate, download and schedule reports.

Basics

What the Orbis Corporate customer area is

Orbis Corporate is the portal where your company reviews the travel billing issued by its agency: invoices, spending reports by passenger, project or service type, and downloads for your accounting. As an administrator, you decide who signs in and which data each person sees.

The Inicio (Home) screen with the side menu. Recreation of the screen with sample data.
RoleWhat it can do
Administrador (Administrator)Sees the data of all customers and manages users. No customers need to be assigned. It is turned on with the Administrador switch on the form.
User (without the administrator role)Only sees the data of the customers you assign and the reports you leave visible.
SuperadminA role with full permissions that appears in the user list. It cannot be assigned from the new user form.
ImportantOnly an administrator sees the Usuarios and Clientes sectionsIf you cannot find Usuarios (Users) in the side menu, your account does not have the administrator role: ask whoever manages Orbis Corporate in your company.
Common procedure

The 4 steps you repeat throughout the portal

Choose the sectionIn the side menu, click Usuarios (Users) to manage access or Informes (Reports) to get data. The active option is highlighted in yellow.
Search or filterUse the Buscar… (Search) box on each list or the Filtros avanzados (Advanced filters) button to narrow down by dates, account holder, project…
Act on the itemUse the pencil to edit, + to add and the bin to remove. The › arrow on a row shows its details.
Save or generateFinish with Crear usuario (Create user), Guardar (Save) or Generar (Generate). If you leave with Cancelar (Cancel), nothing is saved.
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Users

User list

What it is for

Seeing every account with access to the portal, its role and when it last signed in, and reaching the edit page of each one.

When to use it

When reviewing access (for example, when someone leaves the company) or before adding a person, to check they do not already have an account.

Task: find a user and check their details. Recreation of the screen with sample data.

Step by step

  1. In the side menu, click Usuarios (Users). Type part of the email, first name or surname in Buscar… (Search) to filter the list.
  2. To add someone, click Nuevo usuario (New user) (see Creating a user).
  3. Click the › arrow next to the ID to see Ultima sesión (Last session) and Fecha de creación (Creation date). A dash in Ultima sesión means the person has not signed in yet.
  4. Use the pencil to edit the account and the ⋯ button to block it (see Edit, block or delete).
ElementWhat it does
Column headersClick a header to sort the list by that column; click again to reverse the order.
Mostrar … registros (Show … entries)Choose how many rows you see per page: 5, 10, 20, 50 or 100.
Anterior / Siguiente (Previous / Next)Moves between pages when there are more users than fit on one.
Users

Creating a user

What it is for

Giving a new person access to the portal. You do not have to make up a password: the portal sends them an email with a link so they can create it themselves.

When to use it

When someone in your company needs to check invoices or reports, for example a person in accounting or a department's travel manager.

Task: add a user without the administrator role. Recreation of the screen with sample data; in the product, Rol is a switch.

Step by step

  1. In Usuarios, click Nuevo usuario (New user) and type the Nombre (First name) and Apellidos (Surname).
  2. Type the Email (required). It will be their sign-in username and the address the link to create the password is sent to.
  3. Turn on Administrador only if that person must see all customers and manage users. If you leave it off, assign them customers (see Assigning customers) and check Report visibility, further down the same page.
  4. Click Crear usuario (Create user). The person receives the email and can sign in once they create their password.
FieldWhat it does
Nombre and Apellidos (First name and Surname)Identify the person in the user list and in the portal header.
Email *Sign-in account and destination of the password link. Check it carefully: if it is misspelt, the email does not arrive.
Rol · Administrador (Role · Administrator)On: sees all customers and manages users. Off: only sees the assigned customers.
Common mistakeThe user says the email has not arrivedAsk them to check their spam folder and make sure the email in their record is spelt correctly. Then send the link again with Restaurar contraseña (Reset password) › Enviar enlace (Send link) (see Edit, block or delete).
Users

Assigning customers to a user

What it is for

Limiting the data a user sees to the customers (invoiced companies) that concern them.

When to use it

Whenever the user is not an administrator. If they are an Administrador, there is no need to assign customers: they already see them all.

Task: assign the customer CLIENTE EJEMPLO, S.L. to a user. Recreation of the screen with sample data.

Step by step

  1. On the Clientes (Customers) card of the new user or edit page, click the Clientes asignados (Assigned customers) drop-down. The Clientes window opens.
  2. In Disponibles (Available), find the customer with Buscar cliente… (Search customer) or by clicking the Nombre (Name) header to sort. The › arrow shows its ID.
  3. Click the customer's blue + button. It moves to the Seleccionados (Selected) list and the counter goes up.
  4. If you make a mistake, click Quitar todos (Remove all) to clear the selection and start again.
  5. Click Cerrar (Close) and then Crear usuario or Guardar so the assignment is saved.
Users

Report visibility

What it is for

Deciding which reports each user sees in the Informes (Reports) section. That way each person only sees the ones they need and the list is easier to use.

When to use it

When you create a user and whenever their duties change; for example, to show only hotel and ticket reports to someone who handles bookings.

Task: show a user only the reports they need. Recreation of the screen with sample data; in the product each report has a switch on the right, shown here as a checkbox.

Step by step

  1. Scroll down to the Visibilidad de informes (Report visibility) card on the new user or edit page. Type in Buscar informes… (Search reports) to find a specific one.
  2. Click Marcar todos (Select all) if you want them to see every report, and then turn off the ones they do not need.
  3. Turn on the switch of each report they should see. Reports left off will not appear in their Informes section. Finish with Crear usuario or Guardar.
Watch outSwitch off = report hiddenIf a user says they cannot see any report in the Informes section, open their record and check that the ones they need are turned on.
Users

Editing, blocking or deleting a user

What it is for

Keeping accounts up to date: correcting details, changing the role, customers or reports, resending the password link and removing access.

When to use it

When someone forgets their password, changes jobs or leaves the company. If you are unsure whether to block or delete, block: deleting cannot be undone.

Task: save changes, resend the password link or delete an account. Recreation of the top and bottom of the page with sample data.

Step by step

  1. In the list, click the user's pencil. Change whatever you need in Datos del usuario (User details), Clientes or Visibilidad de informes and click Guardar (Save).
  2. If they have forgotten their password or did not receive the welcome email, click Enviar enlace (Send link) in Restaurar contraseña (Reset password).
  3. To delete the account, tick Confirmo la eliminación de la cuenta (I confirm the account deletion). Until then the button is disabled.
  4. Click Eliminar cuenta (Delete account). The account disappears from the list and cannot be recovered.
Task: block a user's access without deleting their account. Recreation of the screen with sample data.

Step by step

  1. In the user list, click the row's ⋯ button and choose Bloquear (Block). The person can no longer sign in, but their account is kept.
  2. Iniciar como este usuario (Sign in as this user) opens the portal as that person sees it, which is useful for checking their customers and reports. It is disabled on your own account.
Reports

Choosing reports

What it is for

Preparing the list of reports you want to view or download at once, all with the same filters.

When to use it

Whenever you need spending data: the month-end close, a project review or a CO2 emissions check.

Task: select two general reports to generate them together. Recreation of the screen with sample data.

Step by step

  1. In the side menu, click Informes (Reports). Type part of the name in Buscar informe… (Search report), for example «hotel» or «CO2», or expand Mostrar los más usados (Show most used).
  2. Click the blue + button of each report you want. It turns green with ✓ and the report moves to Informes seleccionados (Selected reports).
  3. Keep an eye on the counter: you can choose up to 5 reports at a time.
  4. To remove one, click its bin in Informes seleccionados.
  5. Apply the filters you need (see Advanced filters) and click Generar (Generate), Excel or the clock to schedule them.
Group or buttonWhat it does
Mostrar los más usados (Show most used)Expands a shortcut to the most frequently used reports.
Informes personalizados (Custom reports)Reports prepared by your agency for your company. If there are none, you will see «No hay informes de agencia disponibles» (No agency reports available).
Informes generales (General reports)Standard Orbis Corporate reports (see Report catalogue).
ClockOpens Programar Informes (Schedule reports) to receive them by email (see Schedule delivery).
ExcelGets the selected reports in Excel format.
Generar (Generate)Opens the viewer with one tab per report (see Generate and download).
Common mistakeI cannot add more reportsYou already have 5 selected. Remove one with its bin, or generate these first and then prepare the next group.
Reports

Advanced filters and saved filters

What it is for

Narrowing the report data down to a period, an account holder, a project or a product type. Filters apply to all the selected reports.

When to use it

Almost always: without filters, the report includes all available data. The most common filter is the month's or quarter's Fecha de Emisión (Issue date).

Task: limit the reports to the third quarter of 2026. Recreation of the screen with sample data; in the product the panel shows the fields in three columns.

Step by step

  1. In Informes, click Filtros avanzados (Advanced filters). The Filtros (Filters) panel expands above the reports.
  2. Click a date field, such as Fecha de Emisión (Issue date), and choose the period.
  3. Fill in any other filters you need: Titular (Account holder), Proyecto 1 (Project 1), Productos (Products)… Tick Abono (Credit note) or Anulada (Cancelled) to limit the report to that type of invoice.
  4. Click Reiniciar filtros (Reset filters) to clear all filters and start again.
  5. Check that Filtros aplicados (Applied filters) shows what you chose before clicking Generar.
Field iconFieldsHow to fill it in
CalendarFecha de Emisión, Fecha de vencimiento, Fecha I.S (Issue date, Due date, I.S date)You choose a date range.
ListSucursal, Tipo de factura, Productos, Proyecto 1, Proyecto 2, Departamento (Branch, Invoice type, Products, Project 1, Project 2, Department)You choose one or more values from a list.
Expand arrowsTitular, Nº de Factura, NIF, Pasajeros, Destino, Proveedor, Peticionario (Account holder, Invoice no., Tax ID, Passengers, Destination, Supplier, Requester)Opens an expanded selection to search for and pick values.
CheckboxAbono, Anulada (Credit note, Cancelled)Tick or untick it.
Task: save a filter combination to reuse it. Recreation of the screen.

Step by step

  1. With the filters already applied, click the funnel button with the arrow, to the right of Filtros avanzados.
  2. Click Guardar filtro (Save filter) to keep the current combination.
  3. Saved filters appear in this list. Choose one to apply it again in one go.
ImportantFilters are saved in your browserThe text «Filtros guardados en este navegador» (Filters saved in this browser) means you will only see them on this computer and browser. If you change computers or clear the browser data, you will have to create them again.
Reports

Generating, printing and downloading reports

What it is for

Viewing the selected reports on screen, each in its own tab, printing them or saving them in the format you need.

When to use it

To check the data before sending it, or to get a PDF or an Excel file to attach to a close or an email.

Task: save one of the generated reports as a PDF. Recreation of the screen with sample data; the actual chart depends on the report (in this one, a pie chart).

Step by step

  1. Click Generar (Generate). The Informes window opens with one tab per selected report; click each tab to switch report.
  2. Use the arrows next to Página (Page) to move through the report, and the magnifying glass to change the zoom.
  3. Click Imprimir (Print) to send it to the printer.
  4. To download it, click Grabar (Save).
  5. Choose the format: Adobe PDF to share it, Microsoft Excel to work with the data. Close the window with × when you are done.
Grabar formatUse it to
Adobe PDFSend or archive the report exactly as it looks on screen.
Microsoft Excel / OpenDocument CalcDo calculations, pivot tables or cross-check the data with your accounts.
Microsoft Word / OpenDocument Writer / RTF / Texto (Text)Include the report in an editable document.
Microsoft PowerPoint / Imagen (Image) / HTMLPut the report in a presentation or a web page.
Instantánea del informe / Datos (Report snapshot / Data)Save the whole report or just its data to open them again later with Abrir (Open).
Reports

Scheduling delivery by email

What it is for

Receiving the selected reports in an email, generated automatically on the date and at the time you choose, without having to sign in to the portal.

When to use it

When a report takes a while to generate or when you want it to reach someone else (for example, accounting) first thing in the morning.

Task: send two reports to accounting on 1 November at 8:00. Recreation of the screen with sample data.

Step by step

  1. With the reports selected and the filters applied, click the clock button in Informes seleccionados. Type the Email that should receive them.
  2. Choose the Fecha (Date) and Hora (Time) of delivery with the calendar and the clock.
  3. Check the Informes seleccionados: list and use the bin to remove any you do not want to send.
  4. Click Programar (Schedule).
Quick reference

Other menu sections

SectionWhat it is for
Inicio (Home)Welcome screen with the phone number, the support hours and access to the ticket system.
Facturas (Invoices)Invoice list with the same Filtros avanzados as Informes, the Total importe (Total amount) of what is filtered and the Exportar (Export) and Descargar facturas (Download invoices) buttons.
Descargar JSON (Download JSON)Downloads the data in JSON format to integrate it into other systems.
Clientes (Customers)List of your company's customers (ID Cliente, Código Cliente, Email and Razón social, that is, customer ID, customer code, email and company name), with Exportar. These are the ones you can assign to users.
Centro de ayuda (Help centre)Opens the Orbis Corporate wiki in a new tab.
Download icon (header)Download manager, with the status of each file: En proceso, Completado, Descargado, Error or Expirado (In progress, Completed, Downloaded, Error or Expired).
Guidelines

Best practices

Few administrators

Give the Administrador role only to whoever manages access. Assign everyone else their customers: they will only see what concerns them.

Block before deleting

When someone leaves, block their account. Delete it only when you are sure you will not need it, because it cannot be undone.

Always filter by date

A report with no period includes all the data and is slower and harder to read. Start with Fecha de Emisión.

Save the filters you repeat

If you run the same report for the same project every month, use Guardar filtro and save steps.

Before you consider a new user done
  • The email is spelt correctly and is the person's work address.
  • The Administrador switch is on only if needed.
  • If they are not an administrator, they have at least one customer assigned.
  • The reports they need are turned on in Visibilidad de informes.
  • The person has received the email and created their password.
Support

Troubleshooting

I cannot see Usuarios or Clientes in the menu.Your account does not have the administrator role. Ask an administrator in your company to turn it on in your record.
A user has not received the email to create their password.Check that the email in their record is correct, ask them to look in their spam folder and click Enviar enlace in Restaurar contraseña.
A user signs in but sees no data or no reports.If they are not an administrator, check that they have customers in Clientes asignados and the reports turned on in Visibilidad de informes, and click Guardar.
The report comes out empty.The filters do not match any data. Check Filtros aplicados, widen the period or click Reiniciar filtros.
I cannot find my saved filters.They are saved in the browser where you created them. Open the portal on that same computer and browser.
A report's + button does not respond.You already have 5 reports selected. Remove one with the bin in Informes seleccionados.
Still not working?Call the support department on 964 723 390 (Monday to Thursday from 9:00 to 14:00 and from 15:00 to 18:30; Friday from 9:00 to 15:00) or click Abrir un Ticket de Soporte (Open a support ticket) on the Inicio screen. Give your username, the section and the steps you followed. There is also the Informes help in the Help centre (in Spanish).