Employee Expense Report

Requirements

This tutorial requires the installation of the following applications/modules:

In the Viindoo Expenses app, you can navigate to Reporting > Expenses Analysis to view the expenses reports with many report types:

Expenses Analysis
  • Bar, line, and pie chart

  • Pivot report

  • List report

Expenses Report in bar, line, pie chart

At the Expenses Analysis view in the Expenses app, press the View graph icon to view the reports in the bar, line, and pie chart.

Bar chart

Bar chart in the employee expense report

Line chart

Line chart in employee expense report

Pie chart

Pie chart in the employee expense report

Stacked chart

Stacked chart in the employee expense report

Cumulative chart

Cumulative chart in the employee expense report

Vertical axis: displays the criteria in the Measures.

vertical axis in employee expense report

Horizontal axis: displays the criteria of the Group By feature.

horizontal axis in employee expense report

Note

Besides from Measures and Group By, you can also use the Filters feature to view the report you want (refer to How to use Filter, Groups and Search use cases).

Pivot Report

At the Expenses Analysis view, press the View pivot icon to view the report in the pivot.

Pivot table
  • Use ”+” to add the criteria onto the pivot.

  • Use ”-” to hide the criteria.

List Report

At the Expenses Analysis view, press the View list icon to view the reports in a list.

Use the Filters, Group By feature to view the report with needed criteria.

List view in employee expense report

Other features to analyze

In the Graph chart and Pivot chart view, you can press the Add to spreadsheet icon to add the chart to the spreadsheet to analyze:

Add to spreadsheet in employee expense report Add to spreadsheet in employee expense report

In the Pivot chart and List chart view, you can press the Download xlxs icon to download the analysis data to Excel:

Download to Excel file in employee expense report