Here’s a guide on what Reporting is and how to use this feature on Rindegastos’ web platform.
Topics you’ll find in this article:
What is reporting in Rindegastos?
The reporting feature in Rindegastos allows you to view expense statistics and perform a personalized analysis of the data, helping you make decisions to improve your company’s processes.
With reporting, you can review statistics related to categories, submitters, and the expenses review times in your company.
How to view company reports in Rindegastos?
To view reports and analyze your company’s expense information, just follow these steps:
In the "Administrator" menu, select "Reporting."
Click on "Summary" and choose the date and currency filters you want to apply. You’ll then be able to see:
The Top categories and Submitters based on the selected filter period.
The Top Approvers based on historical average review times (the selected filter does not apply here).
The total amount in Global Company, which is the total expenses of users in the selected period and currency.
Pending reports for review.
The average review time for reports.
A chart showing the total expenses for the selected period.
Based on Rindegastos’ available options, click on the tab that corresponds to the type of information you want to view:
Analysis: Select "Add filters" to choose filters such as date, currency, submitter, status, categories, and more. This will give you graphical information and the total data requested.
Categories: Select the date and currency filters you want to use. This will provide graphical, percentage, and total expense information by category.
Submitter Comparison: Select "Add filters" to choose filters like date, currency, and submitter. This will show graphical comparisons of 2 or more submitters based on the number of expenses they have created.
Review Times: Select the review workflow filter you want to view. This will provide graphical information on the average time each Approver takes to review reports.
Each tab will provide information to help you understand employee expense behavior, enabling you to make decisions that benefit your company.
That’s it! It’s that simple to use the Reporting feature in Rindegastos.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!