Analysis Reports

Analysis Reports provide valuable insights into your business performance and employee spending habits. These reports help you monitor, analyze, and manage your organization’s expenses effectively. Generate Analysis Reports that break down business expenses with the most up-to-date data.

For detailed instructions on how to generate Analysis Reports, please refer to this article.

Available Analysis Reports

• Approval of Aging Report:
  • Displays the number of days taken to approve expense reports for your submitters.
• Approval Analysis:
  • Displays key dates and durations for each step in the approval process.
• Billable Source Report:
  • Lists the expense details for your billable sources.
• Category Analysis:
  • A convenient breakdown of all expenses by category.
• Category Summary by User:
  • Groups expense categories by users.
• Cost Per Unit Report:
  • Lists the expense categories per single unit of the expenditure.
• Credit Card Payment Analysis:
  • Shows who owes what on credit cards, whether the user or the company.
• Credit Card Reconciliation:
  • Provides an overview of the transaction expenses’ status, along with the expense value.
• Currency Analysis:
  • Identifies the value, number of transactions, and average exchange rates for the currencies used within your organization.
• Duplicated Expense Audit:
  • Reviews any duplicate expenses by vendor.
• Expense Analysis:
  • Reviews expenses from Expense Reports.
• Payment Type Analysis:
  • Displays the value and number of transactions by payment type.
• Pending Manager’s Approval:
  • Reviews the ageing status of Expense Report approvals.
• Project Cost Analysis:
  • Groups expense categories by projects.
• Receipt Submission Analysis:
  • Shows an overview of the number of receipts attached to expenses reported by users versus the number of expenses themselves.
• Report Analysis:
  • Displays Expense Reports by users and their values.
• Report Analysis (with tracking number):
  • Displays the Expense Report by the user and their values. Also includes the tracking numbers of users' Expense Reports.
• Tax Detail Analysis (user currency):
  • Reviews the Tax amounts per expense category.
• Tax Reclamation Analysis:
  • Displays the rates of applicable taxes along with their current values based on the submitted Expense Reports.
• Tax Analysis:
  • Shows the rates and current values of applicable taxes based on the submitted Expense Reports.
• Unexpensed Transaction:
  • Displays the transactions from data feeds that have not yet been expensed or submitted as part of an Expense Report.
• User Detail Analysis:
  • Reviews the expenses' start and end dates, along with their values.
• User Settlement:
  • Displays the amount owed to the company or the employee.
• User Settlement (Reconciled):
  • Displays the amount owed to the company or the employee for reconciled Expense Reports
• User Settlement (Unreconciled):
  • Displays what is owed to the company or the employee for unreconciled Expense Reports.
• User Summary by Expense:
  • Shows average spending per user based on the expense count.
• User Summary by Report:
  • Shows average spending per user based on the Reports count.
• User/Department Analysis:
  • Displays the department details for users.
• User/Group Analysis:
  • Lists all users by user group.
• Users with Authoring:
  • Provides details on the authors assigned to users.
• Vendor Analysis:
  • Displays the spending value per vendor.
• Xporter Control:
  • Shows the value of each exported file, useful for verifying the accuracy of imported data.

For more specific reports, contact the ExpensePoint support team to create a Custom Report for a one-time free.