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Expense analysis

The expense analysis reports are interactive and dynamic, with drill-down functionality, allowing you to analyze, review and monitor all aspects of your business spend.

The reports you can access are dictated by the report group you belong to in the system. Reports are clustered into groups and employees are then linked to the groups that contain the reports relevant to them. If you do not have access to a report you believe you should be able to view, contact your internal administrator.

The Reports menu is structured so each report sits under a category heading, eg. My Information, Expenditure Analysis, Company Administration or Usage and Monitoring.

To reduce information overload, most reports present a high-level summary of the information on first view. To identify where you can drill down to a greater level of detail, move your cursor over the report and take note where it changes to a hand pointer.

As you drill down to different levels of any report in the system, your trail is recorded at the top of the screen. For some reports, the levels display as a hyperlinks, allowing you to easily return to a previous view of the results.

To find out the purpose of a particular report, click the White question mark in grey circle with white outline or White small letter 'i' in blue circle icon that appears in the top-right corner of the report search window.

In this chapter

Expenditure analysis reports

Company administration reports

Usage and monitoring reports