Overview
Extend’s Reporting section turns your organization’s transaction data into easy-to-read charts and rankings, right inside Extend. Use it to understand spending trends across accounts, teams, merchants, people, and expense categories; spot unusual activity; and answer common finance questions faster.
Data Visualization
- To access your dashboard select Reporting from the main navigation
- Use the date selector in the upper-right corner to choose the period you want to view. The charts and lists update to reflect the selected date range.
Key Charts
- Total company spend shows overall spend during the selected period.
- Top spenders ranks the people with the highest spend for the selected period
- Spend by team shows how spend is distributed across teams or departments for the selected period
- Spend by account shows spend across the organization’s card accounts for the selected period
- Spend by merchant shows which merchants received the most spend for the selected period
- Spend by expense category shows spend across the organization’s accounting categories for the selected period
You can hover over a bar or chart segment to view the amount represented by that data point.
Frequently asked questions
- Who has access to the reporting section?
Reporting is limited to Owners, Admins, and Bookkeepers with full organization visibility. - Can I filter the dashboard?
You can change the reporting date range, additional filters to be added.