Standard Reports

Standard Reports

https://vimeo.com/347095659

To display the list of the reports click on the Reports button located on the side menu.

Reports

All reports can be exported to a number of external apps including Excel, Word, PDF as well as viewing it within the browser.

Toolbar

Clicking on the floppy disk icon will enable you to export / save the report in various formats.

List of User Reports

A standard user has access to  the user report section which will only display information about their claims.

The report list includes:

Expense Claims Summary – This report is to view a summary of all claims made within a date range, there are date filters available and an active claim filter. Claims will then be separated out by the day in which they were created.

Expense Claim Details – View details of claims that are selectable by claim ID and a date range. The filters available in this report are Expense claim number and a date from / to filter. Information is then displayed based on these filters.

Expense Claim Summary – This report will display information of all your open claims.

Analysis of Spend – This will display information based on the claim category. It has a date filter available on the report and each category has a drop-down and this will display the claim number that category was claimed under.

Cost Analysis of Site-to-Site Travel – View all details of any Site-to-Site travel by a date range.

Mileage By Category – View information based on mileage you have undertaken by date range and category. You can filter information based on date and category and it will display the mileage per claim and the total of the claim.

Mileage Over Date Range – View mileage undertaken over a range of dates. The information is split by month and will give a total mileage undertaken over the month and per claim.

Vehicle and Mileage – View mileage undertaken over date range per vehicle added to your profile. Information per vehicle and the total mileage in that vehicle is shown.

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Vehicle Category

Vehicle categories denote the fuel type and engine size of the vehicle and are used to find the correct mileage

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