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 (OPEX)
Company chargeback	Single-company drilldown with departments, items, and KPIs (OPEX)
Top items	Largest OPEX or CAPEX items for a selected year (custom top N)
Top increase / decrease	Biggest OPEX or CAPEX changes between two budget columns (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	OPEX or CAPEX budget grouped by consolidation account
Analytics dimensions	OPEX or CAPEX budget grouped by analytics dimension

Choosing OPEX or CAPEX¶

Top items, Top increase / decrease, Consolidation accounts, and Analytics dimensions each start with an OPEX / CAPEX switch, the first control of the filter bar.

The report opens on a type you can read, OPEX first. A type you cannot read is disabled.
The page address keeps the chosen type (?scope=opex or ?scope=capex), so a bookmarked or shared link opens on the same type.
The subtitle and the chart title name the type, so a printout or an exported PNG shows which type it covers.
Switching the type clears the items you excluded, since each type has its own items.

The two chargeback reports cover OPEX only.

Budget columns in reports¶

Every column or metric picker offers the budget columns your organisation shows, under their names, in the fixed column order. Forecast is offered when it is shown. Hidden columns are not offered. Each report starts on the default column, as described below. Budget administrators set the names, the shown columns and the default column in Budget columns.

Cost center, run or build and analytics filters¶

The seven budget reports (Top items, Top increase / decrease, Budget trend (OPEX), Budget trend (CAPEX), Budget column comparison, Consolidation accounts and Analytics dimensions) can be narrowed to one part of the budget with these filters:

Cost center: pick a cost center or a group. A group includes everything below it, disabled cost centers included, since their lines still belong to the group. All cost centers removes the filter. See Cost centers.
Run or build: All, Run, Build, or Not set for the lines that have neither.
Analytics dimensions: one filter per dimension, named after it. The default dimension shows as Analytics dimension until it is renamed. Pick a value, No value for the lines without a value on that dimension, or All to remove the filter. Each filter offers the values the report's lines hold. See Analytics dimensions.

When the filters appear:

Cost center shows once your workspace has at least one cost center or group.
Run or build shows once a line of the report is marked Run or Build, or when the page address already carries the filter.
A dimension's filter shows once a line of the report has a value on that dimension, or when the page address already carries it. Disabled dimensions have no filter.
With none of these, the filter bar shows only the report's own controls.

How they work:

The filters apply before any total. Amounts, shares, charts and totals cover the kept lines only.
Filters on several dimensions combine: a line must match each of them.
The lists of items, accounts and values to exclude keep offering every line.
The page address keeps the filters (?costCenter=, ?runBuild= and ?analytics=), so a bookmarked or shared link opens the report already narrowed. A link that names a dimension since disabled or deleted ignores that part.
If the link names a cost center that was deleted since, or the cost centers could not be loaded, the report shows no lines and one line of text: "This cost center no longer exists or could not be loaded." Click Clear filter to see the report again.
If the link carries an analytics filter and the dimensions could not be loaded, the report shows no lines and one line of text: "The analytics filter could not be applied. Clear it or try again." Click Clear filter to remove the analytics filters and see the report again.
The two chargeback reports have no such filters and are not affected.

Global chargeback¶

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

Controls¶

Year: Previous, current, or next fiscal year
Column: Any shown budget column. Starts on the default column
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: Any shown budget column. Starts on the default column
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 items¶

Identify your largest OPEX or CAPEX items for a given year.

Controls¶

Item type: OPEX or CAPEX (see Choosing OPEX or CAPEX)
Year: Previous, current, or next year
Metric: Any shown budget column. Starts on the default column
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 items
Exclude accounts: Multi-select autocomplete to exclude specific accounts
Cost center, Run or build and the analytics dimension filters: See Cost center, run or build and analytics filters

What you'll see¶

Chart: Pie or horizontal bar chart of the top items. Its title names the type, for example "Top 10 CAPEX · Budget 2026".

Table columns:

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

Summary cards below the table:

Top N total, with its share of the filtered total, for example "45% of the filtered total"
The total of the selected column across all items, labelled with the column name, for example Budget, total

The chart footnote gives the same total, for example "Budget, total: 1 234".

Use case¶

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

Top increase / decrease¶

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

Controls¶

Item type: OPEX or CAPEX (see Choosing OPEX or CAPEX)
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 items
Exclude accounts: Multi-select autocomplete to exclude specific accounts
Direction: Increases, Decreases, or Both tabs
Cost center, Run or build and the analytics dimension filters: See Cost center, run or build and analytics filters

The year pickers list the years that hold data. The metric pickers offer the shown budget columns. The report starts on the default column of last year as the source and the default column of the current year as the destination.

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

What you'll see¶

Chart: Visualisation of the top changes. Its title names the type, for example "Top 10 OPEX increases".

Table columns:

Item
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 the shown budget columns. The report starts on the default column and the last shown column (Budget and Expected landing with the standard settings). If you clear every metric, the default column is used
Cost center, Run or build and the analytics dimension filters: See Cost center, run or build and analytics filters

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
Cost center, Run or build and the analytics dimension filters: See Cost center, run or build and analytics filters

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 with the shown budget columns. The report starts with two selections: the default column of the current year and of next year. Add adds the default column of the current year, and the delete icon removes a selection. 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.
Cost center, Run or build and the analytics dimension filters: See Cost center, run or build and analytics filters

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

Controls¶

Item type: OPEX or CAPEX (see Choosing OPEX or CAPEX)
Start year and End year: Previous, current, or next year
Metric: Any shown budget column. Starts on the default column
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. Offers every account used by the report's lines, by name and number, whether or not you can open the chart of accounts
Cost center, Run or build and the analytics dimension filters: See Cost center, run or build and analytics filters

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.

A line on a consolidation account that has since been disabled still counts, under that account's own consolidation line. Account names and numbers show only when you can read the chart of accounts; without that access, every line appears under "Unassigned" instead (the totals are still right, only the breakdown by account is hidden). Items without a consolidation account also appear as "Unassigned". The consolidation accounts are the accounts of your consolidation chart.

Analytics dimensions¶

View OPEX or CAPEX budget data grouped by the values of one analytics dimension. The layout mirrors the Consolidation accounts report. See Analytics dimensions to set up dimensions and values.

Controls¶

Item type: OPEX or CAPEX (see Choosing OPEX or CAPEX)
Dimension: the dimension the report groups on. It shows when you have two or more enabled dimensions, and the report opens on the default dimension. The page address keeps your choice, so a bookmarked or shared link opens on the same dimension
Start year and End year: Previous, current, or next year
Metric: Any shown budget column. Starts on the default column
Chart type: Pie chart or horizontal bar chart (single-year only)
Exclude values: Multi-select autocomplete to exclude specific values of the chosen dimension. Switching the item type or the dimension clears it
Cost center, Run or build and the analytics dimension filters: See Cost center, run or build and analytics filters

The subtitle, the chart title and the first column of the table name the chosen dimension, for example "OPEX by Nature".

What you'll see¶

Single-year mode:

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

Multi-year mode:

Line chart with one series per value

Table: One row per value with year columns. A pinned totals row at the bottom. Lines without a value on the chosen dimension 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.

Exported file names carry the column name, for example top10-opex-2026-budget-bar.png.

Available metrics¶

Every metric or column selector offers the same budget columns: the ones your organisation shows, under their names. With the standard settings these are Budget, Revision, Actuals and Expected landing. Forecast is offered when it is shown. See Budget columns in reports.

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 items for quick wins: The largest cost items are your first candidates for optimization.
Compare Budget vs Expected landing: Use the Budget 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 Budget 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¶

Choosing OPEX or CAPEX¶

Budget columns in reports¶

Cost center, run or build and analytics filters¶

Global chargeback¶

Controls¶

What you'll see¶

Export¶

Company chargeback¶

Controls¶

What you'll see¶

Export¶

Top items¶

Controls¶

What you'll see¶

Use case¶

Top 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 dimensions¶

Controls¶

What you'll see¶

Common features¶

Export options¶

Available metrics¶

Navigation¶

Tips¶