Analyzing Spend Follow
Tallie can generate visual analytics using the data collected from expenses on all reports. Data can be filtered and displayed in three ways:
- Date Range can be filtered by Month/Quarter/Year or a Custom date range can be set.
- Display categories allow you to show analytics based on Expense Type, Merchant, Person, or Project.
- Data can be displayed as a Trend, Cumulative Trend, Bar Graph, Pie Chart, or Table.
Data can be exported as a CSV, TSV, or Excel (.xlsx) Report. To switch between the type of report to generate, click on the green down arrow next to Generate CSV Report.
It is not possible to add or customize the columns which appear on the analyrics report or the downloaded versions of the analytics reports.
When pulling an Analytics report, you must click the ReRun Report button in order to generate a report with the correct transaction data. This is because the data is stored in the cache of your web browser -- if you observe missing or duplicate data when downloading a report, you must click ReRun Report to clear the browser's cache.