Search > Spend overview

Spend overview

The Spend overview screen displays insights that present various data aggregates. These insights provide access to predefined searches for a default date range.

The insights include:

• Action required by cardholders – This insight presents the aggregate of expenses that are pending cardholder action. The insight also includes a donut chart that represents the following data:
  • Incomplete – Expenses that the cardholders are yet to code or submit.
  • Completed – Expenses that the cardholders have already coded and submitted for approval or expenses that are not pending cardholder action.

  To view these expenses, select View.

• Action required by approvers – This insight presents the aggregate of expenses that are pending approver action. The insight also includes a donut chart that represents the following data:
  • Incomplete – Expenses that the approvers are yet to approve or decline.
  • Completed – Expenses that the approvers have already approved or declined, auto-coded expenses, or expenses that do not require approval.

  To view these expenses, select View.

• Personal spend – This insight presents the aggregate of expenses that cardholders have marked as personal.

  To view these expenses, select View.

• Policy alerts – This insight presents the aggregate of expenses that have triggered policy alerts.

  To view these expenses, select View.

Time period quick filters

There are multiple quick filters for predefined time periods at the top of the Spend overview screen. For example, there are quick filters for the previous 90 days, 60 days, 30 days, 14 days, and 7 days.

When you access the Spend overview screen, the data aggregates presented in the insights are for a default time period. This time period corresponds to the time period quick filter that is selected by default on the screen.

To change the time period of the data aggregates displayed in the insights, select a different time period quick filter.

When you view a search screen via an insight, the date range in the search panel is set to the time period of the quick filter that you selected on the Spend overview screen.

For example, when you select the Last 7 days quick filter on the Spend overview screen, all the insights on the screen display the most recent transaction data for the previous 7 days. If you then select View in the Action required by cardholder insight, the Date range in the search panel on the Approval search screen is automatically set to the previous 7 days.

Data refresh

The data is refreshed when you do one of the following:

• Refresh or reload the browser.
• Navigate away from the screen and then return to it.

If data is not displayed in an insight, select Retry.