Reporting¶

The Reports section provides prebuilt reports for analyzing your budget data, cost allocations, and spending trends. Each report includes interactive tables and charts with export options.

Where to find it¶

Navigate to Reporting from the main menu to access the reports hub.

Permissions: You need at least reporting:reader to access reports.

Reports Hub¶

The Reports landing page provides quick access to all available reports:

Report	Description
Global Chargeback	Company-level allocation totals and KPIs
Company Chargeback	Single company with department breakdown
Top OPEX	Largest OPEX items for a year
Top OPEX Increase/Decrease	Biggest year-over-year changes
Budget Trend (OPEX)	Compare OPEX metrics across years
Budget Trend (CAPEX)	Compare CAPEX metrics across years
Budget Column Comparison	Compare up to 10 year+column combinations
Consolidation Accounts	Budget grouped by consolidation account
Analytics Categories	Budget grouped by analytics category

Global Chargeback Report¶

View cost allocations across all companies with summary KPIs.

Controls¶

Year: Select the fiscal year
Metric: Budget, Revision, Follow-up, or Landing
Show KPIs: Toggle additional metrics display

What you'll see¶

Summary table: - Company name - Allocated amount - Paid amount (if applicable) - Net amount - Headcount - Cost per user

KPI cards (when enabled): - Total allocated - Total headcount - Average cost per user - Top allocating company

Chart: Bar or pie chart of allocations by company

Export¶

Click Export CSV to download the data.

Company Chargeback Report¶

Drill down into a single company's cost allocations.

Controls¶

Year: Select the fiscal year
Company: Select which company to analyze
Metric: Budget, Revision, Follow-up, or Landing

What you'll see¶

Department breakdown: - Department name - Allocated amount - Headcount - Cost per user

OPEX items: Detailed list of allocated costs

Chart: Department-level allocation visualization

Top OPEX Report¶

Identify your largest recurring costs.

Controls¶

Year: Select the fiscal year
Metric: Which column to analyze (Budget, Revision, etc.)
Top N: How many items to show (default: 10)
Exclude items: Optionally exclude specific items
Exclude accounts: Optionally exclude by account category
Chart type: Pie or bar chart

What you'll see¶

Table columns: - Item name - Value (in selected metric) - Percentage of total

Chart: Visual representation of top items

Use case¶

Use this report to identify: - Where most of your IT budget goes - Candidates for cost optimization - Items that need closer management attention

Top OPEX Increase/Decrease Report¶

Identify the biggest year-over-year changes.

Controls¶

Source: Year and metric to compare from
Destination: Year and metric to compare to
Direction: Show increases, decreases, or both
Top N: How many items to show
Exclude items: Optionally exclude specific items
Chart type: Pie or bar chart

What you'll see¶

Table columns: - Item name - Previous value - Current value - Delta (absolute change) - Percentage change - Direction indicator

Chart: Visual representation of changes

Use case¶

Use this report for: - Identifying cost overruns - Spotting savings opportunities - Validating budget assumptions - Explaining year-over-year variance

Budget Trend Reports¶

Compare metrics across multiple years to spot trends.

OPEX Trend¶

Shows OPEX totals across years: - Select which years to include - Choose metrics to compare - Line chart shows the trend

CAPEX Trend¶

Shows CAPEX totals across years: - Select which years to include - Choose metrics to compare - Line chart shows the trend

Use case¶

Use trend reports for: - Multi-year budget presentations - Identifying spending patterns - Forecasting future budgets

Budget Column Comparison Report¶

Flexibly compare up to 10 year+column combinations.

Controls¶

Add column: Select year and metric to add
Remove column: Click X to remove a column
Maximum of 10 columns

What you'll see¶

Table: Side-by-side comparison of selected columns Chart: Visual comparison (bar or line)

Use case¶

Use this for custom comparisons: - "Budget 2024 vs Landing 2024 vs Budget 2025" - Cross-year metric comparisons - Audit trail analysis

Consolidation Accounts Report¶

View budget data grouped by consolidation account.

Controls¶

Year: Select the fiscal year
Metric: Which column to analyze
Chart type: Pie chart or line chart

What you'll see¶

Table: Totals by consolidation account Chart: Visual breakdown by account category

Use case¶

Use this for: - High-level budget categorization - Financial reporting alignment - Account-based analysis

Analytics Categories Report¶

View budget data grouped by analytics category.

Controls¶

Year: Select the fiscal year
Metric: Which column to analyze
Chart type: Pie chart or line chart

What you'll see¶

Table: Totals by analytics category Chart: Visual breakdown by category

Use case¶

Use this for: - Custom categorization analysis - Strategic spending breakdown - Category-based reporting

Common Features¶

All reports share these features:

Export Options¶

Export CSV: Download table data as CSV
Export Chart: Download chart as image

Chart Types¶

Most reports support multiple chart types: - Pie chart: Good for showing proportions - Bar chart: Good for comparisons - Line chart: Good for trends over time

Filtering¶

Many reports allow: - Excluding specific items - Excluding by account category - Filtering by year and metric

Tips¶

Start with Global Chargeback: Get the big picture before drilling down.
Use Top OPEX for quick wins: Identify the largest costs for optimization opportunities.
Compare Budget vs Landing: Use column comparison to see forecast accuracy.
Export for presentations: Charts and tables export cleanly for slides.
Save common views: Bookmark specific report configurations for quick access.