Reporting¶

The Reports section gives you prebuilt, interactive reports for analyzing budget data, cost allocations, and spending trends. Every report pairs a summary table with a chart, and all of them support CSV and image exports.

Where to find it¶

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

Path: Reporting
Permissions: reporting:reader (minimum)

Reports hub¶

The landing page shows a card for each available report with a short description. Click any card to open the report.

Report	What it covers
Global Chargeback	Company-level allocation totals, KPIs, and intercompany flows
Company Chargeback	Single-company drilldown with departments, items, and KPIs
Top OPEX	Largest OPEX items for a selected year (custom top N)
Top OPEX Increase/Decrease	Biggest year-over-year OPEX changes (custom top N)
Budget Trend (OPEX)	Compare OPEX metrics across a year range
Budget Trend (CAPEX)	Compare CAPEX metrics across a year range
Budget Column Comparison	Pick up to 10 year+column totals for OPEX or CAPEX
Consolidation Accounts	Budget grouped by consolidation account
Analytics Categories	Budget grouped by analytics category

Global Chargeback¶

View cost allocations across all companies with summary KPIs and intercompany flows.

Controls¶

Year: Previous, current, or next fiscal year
Column: Budget, Landing, Follow-up, or Revision
Company totals (checkbox): Show or hide the company totals table and bar chart
Detailed allocations (checkbox): Show or hide the company-by-department breakdown
Include KPIs (checkbox): Show or hide the KPI table
Intercompany flows (checkbox): Show or hide netted payer/consumer flows
Run button: Manually refresh the report

What you'll see¶

Overall total card: The grand total for the selected metric and year, plus counts of companies, detailed lines, and KPI coverage.

Company totals table (when enabled):

Company name
Amount for the selected metric
Paid (booked) amount
Net (consumed minus paid)
Share of total

Chart: Horizontal bar chart of allocations by company.

Detailed allocations table (when enabled):

Company and department columns (grouped with bold subtotal rows per company)
Amount, share of total, headcount, and cost per user
Rows labelled "Common Costs" represent costs without a department assignment

Intercompany flows table (when enabled):

Netted payer-to-consumer flows per company pair (self-consumption excluded)
Columns: Payer, Consumer, amount
Separate Export netted flows CSV button

KPI table (when enabled):

Column	Description
Company	Company name
Amount	Selected metric total
Headcount	Total headcount
IT users	IT user count
Turnover	Annual turnover
IT costs vs turnover	Percentage ratio
IT costs per user	Amount divided by headcount
IT costs per IT user	Amount divided by IT users

A totals row is pinned at the bottom.

Export¶

Export table as CSV (download icon): Exports the detailed allocations grid
Export chart as PNG (image icon): Exports the bar chart
Print / Save as PDF (print icon)

Company Chargeback¶

Drill down into a single company's chargeback allocations across departments, budget items, intercompany flows, and KPIs.

Controls¶

Company: Select which company to analyze
Year: Previous, current, or next fiscal year
Column: Budget, Landing, Follow-up, or Revision
Department totals (checkbox): Show or hide department breakdown
Chargeback items (checkbox): Show or hide itemised allocations
Chargeback KPIs (checkbox): Show or hide the KPI comparison table
Intercompany flows (checkbox): Show or hide partner-company flows
Run button: Manually refresh the report (disabled until a company is selected)

What you'll see¶

Company summary card: Company name, total amount, reporting currency, headcount, IT users, cost per user, cost per IT user, and IT costs vs turnover.

Department totals (when enabled):

Department name, amount, share of total, headcount, cost per user
"Common Costs" aggregates allocations without a specific department
Horizontal bar chart alongside the table

Chargeback items (when enabled):

Item name, allocation method, amount, share of total
Pinned totals row at the bottom

Intercompany flows (when enabled):

Partner company, receivables, payables, net
Pinned totals row
Separate Export flows CSV button

KPI table (when enabled): Same columns as the Global Chargeback KPI table, with a "Global totals" row at the bottom for comparison.

Export¶

Export table as CSV: Exports the department totals grid
Export chart as PNG: Exports the department bar chart
Print / Save as PDF

Top OPEX¶

Identify your largest recurring OPEX costs for a given year.

Controls¶

Year: Previous, current, or next year
Metric: Budget, Revision, Follow-up, or Landing
Top count: How many items to show (default: 10, minimum: 1)
Chart type: Pie chart or horizontal bar chart
Exclude items: Multi-select autocomplete to exclude specific products
Exclude accounts: Multi-select autocomplete to exclude by account category

What you'll see¶

Chart: Pie or horizontal bar chart of the top items.

Table columns:

Product name
Value for the selected metric and year
Share of total (percentage)

Summary cards below the table:

Top N total (with percentage of filtered metric)
Total value for the selected metric across all items

Use case¶

Use this report to quickly spot where most of your IT budget goes and identify candidates for cost optimization.

Top OPEX Increase / Decrease¶

Identify the biggest changes between two budget columns (any combination of year and metric).

Controls¶

Source year and Source metric: The baseline column to compare from
Destination year and Destination metric: The target column to compare to
Top count: How many items to show per direction (default: 10)
Chart type: Pie chart (single direction only) or horizontal bar chart
Exclude items: Multi-select autocomplete to exclude specific products
Exclude accounts: Multi-select autocomplete to exclude by account category
Direction toggle: Increase, Decrease, or both (toggle buttons)

When both directions are selected, the pie chart option is disabled and the report automatically switches to bar.

What you'll see¶

Chart: Visualisation of the top changes.

Table columns:

Product name
Source value (previous)
Destination value (current)
Delta (absolute change)
Percentage increase

Summary cards below the table:

Selection totals (increase and/or decrease amounts, with source/destination sums)
Gross changes across all items (with coverage percentage)
Net increase or decrease across all items

Use case¶

Use this report for identifying cost overruns, spotting savings opportunities, and explaining year-over-year variance in budget reviews.

Budget Trend (OPEX)¶

Compare OPEX metrics across multiple years on a single line chart.

Controls¶

Start year: Beginning of the range (current year minus 2 through plus 2)
End year: End of the range
Metrics: Multi-select from Budget, Follow-up, Landing, Revision (at least one required)

What you'll see¶

Chart: Line chart with one series per selected metric, plotted across the year range.

Table: One row per selected metric, with year columns showing totals.

Export¶

Export table as CSV
Export chart as PNG
Print / Save as PDF

Budget Trend (CAPEX)¶

Identical layout to the OPEX trend report, but pulls from CAPEX budget data.

Controls¶

Start year, End year, Metrics: Same as the OPEX trend report

What you'll see¶

Line chart of CAPEX totals by metric across years
Summary table with year columns

Budget Column Comparison¶

Flexibly compare up to 10 year+column combinations for either OPEX or CAPEX.

Controls¶

Item type: OPEX or CAPEX toggle
Selections: Each selection has a year picker and a column picker (Budget, Revision, Follow-up, Landing). Add selections with the Add button and remove with the delete icon. Maximum of 10 selections; minimum of 1.
Year grouping (checkbox): When enabled and at least two years share a metric, switches to a grouped line chart with one series per metric and years on the X axis. When disabled, shows a flat line chart with each selection as a data point.

What you'll see¶

Chart:

Default mode: Line chart with each selection on the X axis and its total on the Y axis
Year grouping mode: Line chart with years on the X axis and one line per metric

Table:

Default mode: Selection label, year, column name, total
Year grouping mode: Year column, then one column per metric with totals

Export¶

Export table as CSV
Export chart as PNG
Print / Save as PDF

Consolidation Accounts¶

View OPEX budget data grouped by consolidation account, with chart type adapting to the year range.

Controls¶

Start year and End year: Previous, current, or next year
Metric: Budget, Follow-up, Landing, or Revision
Chart type: Pie chart or horizontal bar chart (only available when a single year is selected)
Exclude accounts: Multi-select autocomplete to exclude specific accounts

What you'll see¶

Single-year mode:

Pie or horizontal bar chart of totals by consolidation account
Footnote with the total for the selected metric

Multi-year mode:

Line chart with one series per consolidation account, plotted across years

Table: One row per consolidation account with year columns. A pinned totals row at the bottom sums all groups.

Items without a consolidation account appear as "Unassigned".

Analytics Categories¶

View OPEX budget data grouped by analytics category. The layout mirrors the Consolidation Accounts report.

Controls¶

Start year and End year: Previous, current, or next year
Metric: Budget, Follow-up, Landing, or Revision
Chart type: Pie chart or horizontal bar chart (single-year only)
Exclude analytics categories: Multi-select autocomplete to exclude specific categories

What you'll see¶

Single-year mode:

Pie or bar chart of totals by analytics category
Footnote with the metric total

Multi-year mode:

Line chart with one series per category

Table: One row per category with year columns. A pinned totals row at the bottom. Items without a category appear as "Unassigned".

Common features¶

Every report shares these capabilities through the shared toolbar:

Export options¶

Export table as CSV (download icon): Downloads the primary table data
Export chart as PNG (image icon): Downloads the chart as a PNG image
Print / Save as PDF (print icon): Opens the browser print dialog. You can also append ?print=1 to any report URL to trigger printing automatically on load.

Available metrics¶

All reports that offer a metric selector use the same four columns:

Key	Label
`budget`	Budget
`revision`	Revision
`follow_up`	Follow-up
`landing`	Landing

Every report shows a breadcrumb trail back to the Reporting hub, so you can switch reports quickly.

Tips¶

Start with Global Chargeback: Get the big picture of allocations before drilling into a single company.
Use Top OPEX for quick wins: The largest cost items are your first candidates for optimization.
Compare Budget vs Landing: Use the Column Comparison report to measure forecast accuracy across years.
Toggle sections on chargeback reports: The checkbox controls let you focus on just the data you need -- departments, items, KPIs, or flows -- without visual clutter.
Year grouping in Column Comparison: When comparing the same metric across multiple years, enable year grouping for a cleaner line chart.
Export for presentations: Charts export as PNG and tables as CSV, both ready for slides or spreadsheets.

Reporting¶

Where to find it¶

Reports hub¶

Global Chargeback¶

Controls¶

What you'll see¶

Export¶

Company Chargeback¶

Controls¶

What you'll see¶

Export¶

Top OPEX¶

Controls¶

What you'll see¶

Use case¶

Top OPEX Increase / Decrease¶

Controls¶

What you'll see¶

Use case¶

Budget Trend (OPEX)¶

Controls¶

What you'll see¶

Export¶

Budget Trend (CAPEX)¶

Controls¶

What you'll see¶

Budget Column Comparison¶

Controls¶

What you'll see¶

Export¶

Consolidation Accounts¶

Controls¶

What you'll see¶

Analytics Categories¶

Controls¶

What you'll see¶

Common features¶

Export options¶

Available metrics¶

Navigation¶

Tips¶