Custom Reporting

A key benefit to automating your expense management processes is the business insight you obtain by analyzing the information captured within ExpenseWatch.com.

Your subscription to ExpenseWatch.com includes numerous pre-built reports enabling you to quickly gain visibility to your spending data and to allow for better understanding of your company’s compliance to spending policies. Like many of our small and midsized business customers, you may find that these reports provide the level of visibility you need to understand company spending.

If, however, your organization wants to report on expense data differently than what is provided within the service, you can subscribe to the Custom Reporting module, which gives you the ability to create, view or distribute a wide-range of reports and dashboards specific to your business needs.

A powerful wizard with comprehensive visualization tools provides multiple ways to build and view your data. Your reports can be exported in many popular file formats and can be optionally scheduled to run when you need them.

The reports and dashboards allow you to view your information from a high-level, summary perspective, and then drill all the way down to the details of an individual transaction, and everything in between. What’s more, reports and dashboards can be developed to meet the needs of anyone in your company, allowing them to more easily manage their areas of accountability:

• CEOs can define custom spending reports that are delivered to their inbox on a daily basis.
• Executives charged with monitoring compliance or who have deeper analytical needs can utilize the customize reports specific to their needs.
• Finance and audit teams can design views to more easily monitor internal financial controls and expense policy compliance.
• Purchasing and Travel Managers can better supervise contract compliance and price controls, and negotiate better rates with vendors.
• Line Managers can control day-to-day spending and the impact it has on their specific budgets.

The Custom Reporting module introduces three optional subscriptions to the ExpenseWatch.com system: Builder, Viewer and Scheduler. Most companies will need a few people to build reports and dashboards, while a larger group will want to view and interact with the information. As a third option, you can subscribe to a scheduling feature that allows reports to be delivered automatically via email.

A powerful wizard with comprehensive visualization tools provides multiple ways to build, view and interact with your expense data from within the Custom Reporting module. The report builder is populated with a growing library of reports to provide a jumpstart on report creation. Builders can also export reports in popular file formats, such as Microsoft Excel, PDF, CSV, and HTML, and email them to anyone regardless of whether they have a Builder or Viewer Custom Reporting module subscription.

The Custom Reporting Viewer lets you interact with and review reports and dashboards from within the Custom Reporting module. These reports are dynamic, allowing you to drill into them for more details or filter the data to interrogate the information the way you want.

For those who need critical information at a specific time, the Custom Reporting Scheduler can be optionally added. Reports can be scheduled for delivery via email to anyone who has permission to build and/or view reports in the company

If your organization could benefit from custom reports and/or dashboards, but you don’t have the time or resources to build them yourself, you can engage our Customer Satisfaction team to address your needs. With your Customer Satisfaction Engineer, you determine the reports you need, the frequency you want them and the format in which you want them.

Should you already own and use a reporting and analysis tool in your company, your ExpenseWatch.com subscription includes quarterly data exports, enabling you to incorporate your expense management data with your existing reporting systems.

top ^