Standard User Reports
To display the list of the reports click on the Reports button located on the side menu.
From here you can select from the list of reports available to you.
Select User Reports.
A page similar to below will pop up and you must click the first report labelled Account Balance Report.
All reports can be exported in various formats. To do this, click on the save/disk icon.
The formats available include Excel, Word and PDF, as well as viewing it within the browser.
List of User Reports
A standard user has access to the user reports section, which will only display information regarding the user’s claims.
The report list includes:
Expense Claims Summary – This report is to view a summary of all claims made within a date range. There are date filters available and an active claim filter.
Expense Claim Details – View details of claims that are selectable by claim ID and a date range. The filters available in this report are Expense claim number and date from / to filter.
Expense Claim Summary – This report will display information on all your open claims.
Analysis of Spend – This will display information based on the claim category. It has a date filter available on the report and each category can be expanded to display the claims made in that category.
Cost Analysis of Site-to-Site Travel – View all details of any Site-to-Site travel by a date range.
Mileage By Category – View information based on the mileage you have undertaken by date range and category.
Mileage Over Date Range – View mileage is undertaken over a range of dates. The information is split by month and will give a total mileage undertaken over the month and per claim.
Vehicle and Mileage – View mileage is undertaken over the date range per vehicle added to your profile. Information per vehicle and the total mileage in that vehicle is shown.