Expense Trend Report
Last updated
Last updated
The Expense Trend report is a powerful tool for businesses to track and analyze their expenses over time. It presents a graphical representation of expense data, enabling users to easily visualize how their spending has changed over a selected period. By examining expense trends, businesses can identify cost patterns, seasonal fluctuations, and potential cost-saving opportunities.
By accessing this report, businesses can gain a deeper understanding of their expense trends, empowering them to make informed financial decisions. It allows users to compare expenses across different time periods, evaluate the effectiveness of cost control measures, and identify areas for improvement in their financial management strategies.
Step 1: Filtering options to customize the report's parameters.
Company Code: Select the starting company code.
Vendor Name From: Enter and select the starting name of the vendor for filtering the report data.
Vendor Number From: Enter the starting vendor number for filtering the report data.
GL Date From: Specify the date for the General Ledger transactions.
GL Acct From: Enter the starting GL class for filtering the report data.
GL Class From: Enter the starting GL class for filtering the report data.
Report Format: Choose between PDF or Excel format for the report output.
Step 2: Click the "Run Report" button
Locate the "Run Report" button and click on it.
This triggers the system to process and generate the report based on the provided criteria.
Step 3: Wait for the report to generate
Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.
Please be patient while the system completes this task.
Step 4: Review the report
Once the report is generated, it will be displayed on the screen.
Carefully review the report, focusing on the information about the number of each column and rows.
Step 5: Save or export the report
If needed, save or export the report for future reference or to share it with others within your organization.
This ensures that you retain the data and can access it whenever necessary.
By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding expense trend.
