Reporting

 

Reporting overview

The Reporting tab provides users the ability to review what’s been spent historically across your accounting and request dimensions including Department, Category, Vendor, and more. Teampay offers you the flexibility of effectively digesting the spending of your company as well as creating more accurate forecasting models based on business objectives through our Reporting functionality.

Permission & Views:

• Admin - Can create Reports for spend across the entire organization

• Accountant - Can create Reports for spend across the entire organization

• Approver - Can create Reports for spend on Requests that you’ve approved

• Requestor - Can create Reports for spend on your own Requests.

To begin, you’ll want to navigate to your app.teampay.co dashboard.

1. Next, click the ‘Reporting’ button on the top of the screen
2. Then, you will see this screen

3. You can now parse your data by selecting the parameter’s that you want to organize by. To begin, you’ll want to select the ‘Analyze’ dropdown
4. You have the choice of Category, Payment Method, Vendor, Merchant, Recurrence, and Requestor.

5. Next, you’ll select a time frame:

Once you do this, you will see an overview of the spend based on the dimension and time frame you selected.

For example, here is what you would see if you selected the department for the dimension and last month for the time frame:

You can break this down further by selecting an additional time frame under ‘group by’.

Exporting:

To export a CSV of the selection shown in the table, click this button  in the top right-hand corner of the screen.