Using Reporting Insights

You can view trends in your company’s spending by time period, by employee, or by category in the reporting section. 
 
To access reports:

1. Use the web app to select “Reporting” from the navigation menu. From here, you can select reports choose: Over Time, By Category, By Type, or By Team Member.
2. For reporting over time, select from the available date ranges: Last 7 days, last 14 days, this month, last month, last 3,6,12 months, this year (YTD), or last year.
3. By category reports include custom categories.
4. You may view your reports as a bar graph, as a doughnut graph, or as a line graph.