Analysis Manager

The Analysis Manager provides a comprehensive view of your organization's business expenses. You have the flexibility to generate customized analytic reports that deliver insights into business performance employee spending habits.

For instance, if you want to review the expenses incurred by your organization by month, with a detailed breakdown of the expenses incurred by each user, you can easily filter the data to generate such a report.

Customizing Reports

You can tailor your analytic reports to meet your specific business needs by:

• Applying additional filters to control what data is included
• Selecting which columns to display in your report

Note: The Analysis Manager focuses on expense approval status and is not designed for accounting integrations. It does not include GL codes or payroll information. Instead, it provides options to filter by approval status (approved, declined, or pending submission).

Exporting and Saving Reports

You can save customized reports for quick access in the future. Reports can be exported in Excel or PDF formats, enabling further filtering and searching externally. This feature is especially useful for auditing, budgeting, and forecasting activities.

Accessing the Analysis Manager

1. Analysis Manager Module
   Select the Analysis Manager from the top menu of the ExpensePoint window.
   
2. Analysis Reports
   This will open the Analysis Reports workspace, displaying the following navigation options:
   1. My Saved Reports
   2. My Custom Reports
   3. Analysis Reports
3. Select a Report
   From the Analysis Reports workspace, select a report for further analysis.
   
   By default, the data from any of the reports will be displayed in a sample layout.
   
4. Click Generate Report
   To retrieve the most current data, select Generate Report. Some reports let you choose between Summary or Detail views before generating.
   
   Select your preferred option, then click Generate Report.
5. Load or Cancel
   The report will start loading; you can cancel if needed.
   
   
   

Actions and Features in Analysis Manager

In the upper part of the Analysis Manager workspace, you will find several action options.

Add Filter

Filters help you focus on relevant information by narrowing down what is visible. This makes reporting more efficient and effective. Available filter options include:

• Approval count, date, and user
• Author, Department, User, User's group
• Automation manager batch
• Category, GL code, Project number, Vendor
• Commented on by a user, Notes, Description, Personal expense, Policy infraction
• Cost per unit, Units, Units label, Payment type
• Currency, Exchange rate, Region, Tax, Total (in company's currency), Total (in user's currency)
• Date incurred, Expense creation date, Expense transaction, Export date, Reconciliation date
• Expense edit required, Expense hardcopy has been received, Expense hardcopy received date
• Expense status (approved, declined, exported, reconciled, submitted, unsubmitted)
• Receipt included, Receipt not included reason, Receipt total
• Report cash advance remaining, Report cash advance total
• Report creation date, marked finished, reimbursement currency, summary, and title
• Split billable source, Transaction template, User-defined field
• Submission date, Transaction posted date

Save As

Save the current report to your computer by clicking Save As and choosing the format you want it saved as. The available format options are:

• Adobe PDF
• Excel
• CSV (comma-separated value)

Print

Click Print to print the report in a user-friendly format.

Additional Options

• Convert Currency: Change the currency displayed in your reports by clicking Convert Currency and choosing the desired currency from the drop-down menu. This will be converted using the Xe: Currency Exchange Rates and International Money Transfers rate on the report's running date, not on the date incurred.

• Save this report: Save the report with applied filters for quick access later under My Saved Reports.

Report Views

You can adjust how the report data is displayed:

• Grid View: Default tabular view of the selected report within the Analysis Manager workspace.
• Paper View: Print-ready preview of the report.
• Graph View: Visualize the report in graphical form through charts.
• Summary: Summarized view of the report.
• Detail: Expanded detailed view.

Watch the video below for a visual step-by-step guide to the Analysis Manager.