Reporting

Use Reporting to create operational, finance, and management summary reports.

Generate a report

1. Open Reporting > Generate report.
2. Select an Executive, Finance, or Operational report category.
3. Select the report type.
4. Set the date range.
5. Select teams and employees to limit the scope if needed.
6. Open advanced filters when needed, then select category, budget, payment method, approval status, record status, currency, amount range, vendor, or keyword.
7. Select PDF, Excel, or CSV.
8. For PDF, select the template, orientation, and paper size.
9. Set the file name.
10. Select Generate report.

The report is prepared in the background, so you can continue other work while it completes.

Select a report type

Available report types may include:

• expense summary and expense details;
• budget utilization and budget versus actual;
• approval completion time;
• expenses by employee, team, category, vendor, or payment method;
• possible duplicate monitoring;
• receipt reading performance;
• disbursement summary, outstanding payments, and cash outflow.

The available options depend on your access rights.

Monitor generated reports

1. Open Generated reports.
2. Check the report status:
   • Queued: waiting to start;
   • Running: being prepared;
   • Completed: ready to view or download;
   • Failed: could not be generated;
   • Expired: no longer available.
3. Select View or Download for a completed report.
4. Use Retry for a failed or expired report.
5. Use Cancel for a queued or running report you no longer need.
6. Delete reports that do not need to be retained.

Contact your administrator if report generation is unavailable or continues to fail.

Recommended practices

• Use a clear date range and filters so the result is easy to review.
• Choose PDF for a ready-to-read report, Excel for further analysis, and CSV for simple tabular data.
• Check the currency and team scope before sharing a report.

Next

Continue to Notifications.