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Create and Edit a Dashboard Report


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The Transactions Dashboard includes a Report Builder, where you can create new or edit existing reports. This enables you to personalise your dashboard reports to better suit your needs.

Note: At the moment, reports are on a per-user basis. If you want to share a private report with your team, contact [email protected] for assistance.

This article describes how to:

Create a New Report

To create a new custom report for the Dashboard:

  1. Click Library near the top-right corner, to open the report library.
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  2. Click Create new report to open the Report Builder.

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  3. On the Report Builder screen, configure the following aspects for your new report:

    • Metric type: Type of metric to report on (i.e., Transactions, Statements, Vendors, or Helpdesk)

    • Metrics: Metrics to report on (e.g. Net spend)

    • Visualisations: Type of chart to display (e.g. pie chart)

    • Fields: List of information to display in the chart and/or add as filters in the report. To add fields, drag one or more of the listed items into the following categories:

        • Chart: Fields to display in the chart - A live preview of the report appears on the right, and updates as you add new fields.

        • (Optional) Filters: Filters for the report - When you add a field, the Report Builder provides options for you to configure the filter.

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  4. (Optional) Click the edit icon to the right of the Report Builder to give your report a descriptive name.
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    ​Note: This field is only available after you add fields to the Chart section.

  5. Click Save near the top-right corner to save the report.

  6. Return to the report library and select the Custom reports category.
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  7. Locate your custom report's tile on the right.
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    Note: The tile for your new report appears at the bottom of the report list.

  8. Click the more icon (three vertical dots) and select Pin to transactions dashboard to add the new report to the bottom of your dashboard.

Edit an Existing Report

To edit an existing report:

  1. Navigate to the Dashboard and locate the report you want to modify.

  2. Click the more icon (three vertical dots) and select Edit chart. This opens the selected report in the Report Builder.
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  3. On the Report Builder screen, configure the report as needed.

  4. Click Save near the top-right corner to save the report.
    ​Note: The Save button is only visible when you make a change to the report.

  5. Return to the Dashboard to view the updated report.

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