The Account Details report provides a breakdown of the selected Accounts spend. This allows you to see a detailed breakdown of your Account spend for a particular month.
For detailed instructions on navigating dashboards and using filters, see: Navigation and filters
KPIs
Charts and tables
Selecting any data point in a chart allows you to drill down into a more detailed view of the selected element.
Monthly Spend
This chart shows the monthly trend for month-on-month and cumulative Year to Date spend. Spend is shown as Total Spend and Budget for each month.
Click on any month column to drill into the transaction level spend for the month.
Vendors
The Vendors chart shows a breakdown of spend by vendors for the given filter criteria.
Click on any vendor to drill into related GL transaction.
Accounts
The Accounts Chart shows the Total Spend(YTD) and Budget(YTD) for each account of the applied filter.
Cost Center Spend Details
This chart shows the cost center spend trend for month-on-month. Spend is shown as total spend and budget for each month for the filtered cost center.
Click on any row to drill into the transaction level spend for the month.
Data sources
The table below outlines the charts available on this page and the corresponding data cubes from which each chart retrieves its data.
|
Chart Name |
Data Cube |
|---|---|
|
Monthly Spend |
Finance |
|
Vendors |
Finance |
|
Accounts |
Finance |
|
Cost Center Spend Details |
Finance |