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How does the analytics section look for those who have been assigned different user roles?

The ability to view reports varies with  the type of user roles available within Zoho Expense.

Submitter and Approver:

Submitters and Approvers can access the following analytics filters in Zoho Expense:

Expense

  • Expense Details
  • Expenses by Category
  • Expenses by Merchant
  • Expenses by Customer
  • Expenses by Project
  • Expenses by currency

Reports

  • Expense Report Details
  • Policy Violations

Activity

  • Activity Logs

Admin

An Admin can access the following analytics filters in Zoho Expense:

Expense

  • Expense Details
  • Expenses by Category
  • Expenses by Merchant
  • Expenses by Customer
  • Expenses by Project
  • Expenses by User
  • Expenses by Departments
  • Expenses by currency

Reimbursements

  • Reimbursements by User
  • Advances by User

Reports

  • Expense Report Details
  • Policy Violations

Activity

  • Activity Logs

Note: Only reimbursed, submitted, approved, and rejected expenses are shown in Analytics.

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