🌐 Web app | 👤 Finance user
In Finance > Analytics, you can generate reports with analytics on spending, obtaining expense breakdown by country, submitter, and more. You can create a report from scratch or use an existing template to extract data.
You can generate custom reports to analyze specific expense use cases:
💡 Tip
Want to generate a report for card transactions or analyze invoices?
Use case 1: Analyze expenses by country
With Yokoy Analytics, you can easily display the aggregated expense values by country over a specific period of time.
To do this:
In Selection of the date range, select the date range. In this example, you want to extract all expenses that have been submitted between 1 August 2022 and 20 September 2023.
In Application of filter criteria, you refine your data by applying various filter criteria. Here you want to show all employees and cost objects. You leave the default statuses selected.
In Define report structure, to visualize the company's expenses by country, you choose a column chart type. The report currency is CHF and the expense language is English.
Now, select the required data fields as basis for the analysis. Since you want to analyze expenses by the expense country, select this data field from the list and drag it to the Columns field. In the Rows field, drag and drop the data fields Employee name and Cost object - name for a more detailed analysis of the expenses.
Finally, in the values (aggregated) dropdown list, select Total amount (report currency) in order to display all expense reports including taxes.
Now, click Generate report to confirm your settings.
In the Results section, you can now see the aggregated expense values distributed across the two countries: Switzerland and Germany. Additionally, separate sections are created for each employee and cost object to compare them by country.
Click the download icon in the Results section and an Excel spreadsheet is automatically generated and saved to your downloads.
In the spreadsheet, your information is arranged in rows and columns according to your previous selections. In the two Expense country columns, you'll find the aggregated values of the expense reports sorted according to employee name and cost object-name. You can convert this information to a pivot table for easier manipulation.
Use case 2: Generate comprehensive statement
You may want to create a comprehensive statement that gives you an overview of all raw expenses that were processed within a specific time frame as basis for further reporting.
To do this:
In Selection of the date range, select all expenses that have been submitted between 1 August 2022 and 20 September 2023.
In Application of filter criteria, refine your data by applying various filter criteria. Here you select all cost objects and employees. Leave the default statuses selected.
In Define report structure, here the chart type is not important, as the primary goal is to create a comprehensive statement, which is ideally displayed in form of a table.
Select the required data fields as basis for the analysis. In this example, these data fields as relevant, so you drag them into the Rows field:
Employee name
Expense date
Expense county
Payment method
Cost-object name
Category - name
Approver - names
Final approval date
Review date
Total amount (receipt currency)
As your goal is to create a list of relevant raw data without analyzing it, the Columns field remains blank.
In the Values (aggregated) dropdown list, select total amount (report currency), as you don't want the expense tax amounts in this example.
Click Generate report to confirm your settings.
To display the information, click on the download button in the Results section. An Excel spreadsheet is automatically generated and saved to your downloads. In the spreadsheet, all relevant information is listed according to your selection.
