Dashboard
The Dashboard in the Home module shows your organization’s spending activity, pending tasks, and policy compliance. You can view key expense metrics, monitor approvals, and track policy violations from a single page.
The Dashboard is the default view when you open the Home module in Admin View. It has a set of default panels that cover different areas of your expense management workflow.
Prerequisite: You must be an Admin or have a custom role with access to the Dashboard.
Scenario: Patricia Boyle, a finance manager at Zylker, needs a quick way to check pending expense reports, monitor policy violations, and review corporate card activity each morning. She opens the Dashboard in the Home module to see all of this data in one place. The Pending Reports panel tells her five reports are waiting for approval, and the Top Policy Violations panel shows a spike in over-limit expenses this quarter. She uses these insights to follow up with approvers and update the expense policy.
Pro-tip: Go to Analytics if you want to view detailed reports and customize them.
To view the Dashboard:
- Go to Home on the left sidebar.
- Click the Dashboard tab.
The Dashboard consists of the following default panels:
Spend Summary
The Spend Summary panel shows a line chart of your organization’s spending trends over time. The chart only considers approved and reimbursed expenses. Use the period dropdown to switch between different time ranges.
| Period Type | Options |
|---|---|
| Current | This Quarter, This Year |
| Previous | Previous Quarter, Previous Year |
The chart displays data based on your organization’s fiscal year.
Overall Summary
The Overall Summary panel shows four key metrics for your organization’s expense activity. Each metric is shown as a card with the total value for the selected period.
| Metric | Description |
|---|---|
| Total Expenses | The total of approved and reimbursed expenses. |
| Advances | The total of approved advances. |
| Reimbursements | The total amount reimbursed. |
| Total Trips | The total number of approved and closed trips. |
Use the period dropdown to filter the data. The available options are: This Quarter, This Year, Previous Quarter, and Previous Year.
Pending Trips
The Pending Trips panel lists the approvers who have trips waiting for their approval, along with the count of pending trips for each approver.
| Column | Description |
|---|---|
| Approver | The name of the approver. |
| Count | The number of trips pending the approver’s approval. |
Note: Approvers are displayed only if they have trips pending their approval.
Pending Reports
The Pending Reports panel shows expense reports that need action. It has two tabs:
For Approval
Lists the approvers who have reports awaiting their approval.
| Column | Description |
|---|---|
| Approver | The name of the approver. |
| Count | The number of reports pending the approver’s approval. |
For Reimbursement
Lists the users who have reports awaiting reimbursement.
| Column | Description |
|---|---|
| User Name | The name of the user. |
| Amount | The total amount pending reimbursement. |
Click View All to navigate to the full list of pending reports.
Note: Approvers are displayed only if they have reports pending their approval. Similarly, users are displayed only if they have reports pending reimbursement.
Pending Advances
The Pending Advances panel shows advances that need action. It has two tabs:
For Approval
Lists the advances awaiting approval.
| Column | Description |
|---|---|
| Advance Details | The details of the advance. |
| Amount | The advance amount. |
Unreported
Lists the users who have advances that have not been associated with a report.
| Column | Description |
|---|---|
| User Name | The name of the user. |
| Amount | The total unreported advance amount. |
Click View All to navigate to the full list of pending advances.
Corporate Card Summary
The Corporate Card Summary panel shows an overview of your organization’s corporate card activity. It has the following metrics:
| Metric | Description |
|---|---|
| Active Cards | The number of corporate cards currently active. |
| Unassigned Cards | The number of corporate cards that have not been assigned to a user. |
| Pending Submission | The number of card transactions pending submission, along with the count of users who have pending transactions. |
| Unapproved | The number of card transactions that have not been approved. |
Click View All to navigate to the Corporate Cards module.
Top Policy Violations
The Top Policy Violations panel lists the most frequent policy violations in your organization. Use the period dropdown to filter by time range.
| Period Type | Options |
|---|---|
| Current | This Month, This Quarter, This Year |
| Previous | Previous Month, Previous Quarter, Previous Year |
Expenses by Category
The Expenses by Category panel shows a pie chart of your organization’s expenses grouped by expense category. Use the period dropdown to filter by time range.
| Period Type | Options |
|---|---|
| Current | This Month, This Quarter, This Year |
| Previous | Previous Month, Previous Quarter, Previous Year |
Expenses by Project
The Expenses by Project panel shows a breakdown of your organization’s expenses grouped by project. Use the period dropdown to filter by time range.
The available options are: This Month, This Quarter, This Year, Previous Month, Previous Quarter, and Previous Year.
Top Spending Users
The Top Spending Users panel lists the users with the highest expense amounts in your organization. Use the period dropdown to filter by time range.
The available options are: This Month, This Quarter, This Year, Previous Month, Previous Quarter, and Previous Year.
Top Violators
The Top Violators panel lists the users with the most policy violations in your organization. Use the period dropdown to filter by time range.
The available options are: This Month, This Quarter, This Year, Previous Month, Previous Quarter, and Previous Year.