Analytics - Overview

Analytics gives you a clear picture of your organisationโ€™s business expenditures. You can run customised analytic reports to get insights of your business performance and your employees' spending. For example, if you would like to know the expenses incurred by your organisation in the month of June, you can run an Expense Details report. All the expenses that were incurred in the month of June along with the amount spent and the users who have incurred the expenses will be generated as a detailed report for you.

Also, you can customise the analytic reports to analyze your expenses better, according to your business needs. You can add additional filters based on which details will be generated and you can add the columns that you want to include in your analytic reports.

Generate Analytic Report

You can generate any of the analytic reports listed in the Analytics page.

Prerequisite: Unsubmitted reports will not be considered for running the analytics.

To generate an analytic report:

  1. Switch to Admin View.
  2. Go to Analytics on the left sidebar.
  3. Click the analytic report you want to view. Generate Analytics
  4. If you want to generate the analytic report for another time period with additional filters, you can customise it.
  5. The selected analytic report will be generated with the applied customization.

Customize Analytic Report

Zoho Expense lets you customise the analytic reports based on your business needs. You can add filters, choose the columns that have to be displayed in the analytic reports etc.

To customise an analytic report:

  1. Switch to Admin View.
  2. Go to Analytics on the left sidebar.
  3. Click the analytic report you want to customise.
  4. Click Customise at the top of the page.
    Customize Analytics
  5. Enter date range and customise the values filled in the other fields, if required.
  6. If you want to add more filters in the report, click + Add More at the end of the page.
  7. If you want to reset the filters you’ve added, click Reset Filters at the top right side of the page.
  8. If you have configured tags, click Filter by Tags to filter details according to the selected tag.
    Customize Analytics

To choose the columns that have to be displayed in the report:

  1. Click the Show/Hide Columns button at the top of the page. All the columns that can be added to your analytic report will be shown in the left side table and the columns that are already added to your analytic report will be shown in the right side table.
  2. Drag and drop the columns you want in your report from the left side table to the right side table. You can also hover over a column name in the left side table and click the button to add a column in your report.
    Customize Analytics
  3. If you want to remove a column, hover over a column name in the right side table and click .
    Customize Analytics
  4. Click Run Report to view the customised analytics.

Schedule Analytic Report

You can schedule the analytic reports to be generated automatically and sent to multiple users at a time. You can set the frequency at which the reports must be generated and select the users to whom the reports should be sent as an email.

To schedule an analytic report:

  1. Switch to Admin View.
  2. Go to Analytics on the left sidebar.
  3. Click the analytic report you want to schedule. Customise the report, if required.
  4. Click Schedule Report at the top right side of the page.
    Schedule Analytic Report
  5. Choose how frequently you want to generate and send the analytic reports.
  6. Provide a date and time at which you want to generate your first analytic report.
  7. Select the users to whom you want to send the scheduled analytic reports in the Email Recipients dropdown.
  8. In case you want to send these scheduled reports to people who are not a part of your Zoho Expense organisation, enter their email addresses separated by commas in the Additional Recipients section.
  9. Choose the format in which you want your report to be attached to the email.
  10. Click Save to schedule the analytic report. The report will be sent to the selected users at the scheduled time.
    Schedule Analytic Report

Export Analytic Report

In Zoho Expense, you can export your analytic report in any of the following formats:

PDF CSV XLS or XLSX

To export an analytic report:

  1. Switch to Admin View.
  2. Go to Analytics on the left sidebar.
  3. Click the analytic report you want to export. Customise it if required.
  4. Click the Export as dropdown at the top right corner of the page. Select the format in which you want to export your analytic report. You can also export your analytic report to Zoho Sheet and make use of the customizations available in Zoho Sheet.
    Export Analytics
  5. If you want to protect this file with password, mark I want to protect this file with a password option and enter a password with at least 6 characters.
  6. Click Export to export the analytic report.
    Export Analytics

To print an analytic report:

  1. Switch to Admin View.
  2. Go to Analytics on the left sidebar.
  3. Click the analytic report you want to print. Customise it, if required.
  4. Click Print on the top right side of the page.
    Print Analytics
  5. Click the Print icon on the top right side of the page and configure your preferences. Print Analytics
  6. Click Print to print the analytic report.

The following are the various categories for which you can generate analytic reports:

List of Analytic Reports

Expense Analytics

Reports Analytics

Reimbursements Analytics

Trips Analytics

Tax Reports Analytics

Budgets Analytics

Corporate Cards Analytics

Activity Analytics

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