What is Expensify’s Insights and Custom Reporting feature?

Expensify’s Insights and Custom Reporting feature allows users to quickly access their spend data in an easy and comprehensive way. Users can create graphs and reports to show how much they’re spending across different categories, which can help with larger company financial planning and reporting.

With the Insights and Custom Reporting feature, you’re just one click away from a detailed, visual summary of all aspects of your company’s spend, plus access to unlimited reporting capabilities.

Businesses of all sizes don’t just need a tool that tracks expenses. They also need a spend management solution that enables better decision making when it matters most. Finance teams can quickly see how much employees are spending, what they’re spending on, and average spend in each category. With this data, admins can generate the graphs and charts they need to help tell their company’s financial story, and allow their team to make financial decisions that affect the company’s bottom line.

Highlights of Expensify’s insights and custom reporting feature

Keep it simple. Get the full picture of your company’s expenses in one place.

Common questions about insights and custom reporting

There’s a lot of insight your company can get from looking into your spend data, but how can you use this feature to enhance your work, without getting overwhelmed by all the possibilities? Expensify is here to help you make the most out of your data, so your team can focus on showing results.

What types of reports can I create?

There are many types of reports you can create using Expensify’s Insights and Custom Reporting feature. Here’s a comprehensive list of the types of reports you can create, either on your own or with the help of your account manager:

What if I need a report that’s not listed above?

If you need a report that isn’t listed above, you can ask your account manager or email concierge@expensify.com.

Do I need a specialist to run the reports?

You don’t need a specialist to run every report, but your account manager can help generate the reports you need! You can also create your own reports using the various filters available.

What is the average cost of creating custom reports?

The average cost of creating custom reports can range widely depending on what software you use, but for small and medium-sized businesses, those costs can add up quickly. Consider using Expensify’s Insights and Custom Reporting feature, which is included with every paid subscription.

Have more questions? Learn more about setting up Insights and Custom Reporting here.

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