Reports and analytics

Approved spend rolled up by ExpenseCategories.Group → Category for a selected period. Drills into Department × Submitter and into the per-line ExpenseLines grain. The Controller's monthly landing view; sets the M&E budget conversation.

Approved spend rolled up by Department × BillableTo (Project) × Category for a selected period. Bridges to PM Projects for client-billable expense recovery and to the Headcount-Cost surface in fin-accounting.

Count and dollar amount of PolicyViolations by RuleType × Severity × month over trailing 12 months. Highlights repeat-offender categories (alcohol, weekend dining, single-meal cap), drives the policy-tightening review.

Top 25 submitters YTD by ApprovedAmount with category mix, average ticket size, violation rate, and CorporateCard / OutOfPocket split. Used for both reward (sales travel ROI) and audit (anomaly review).

Per-Employee YTD mileage with miles, rate-per-mile (resolved per EntryDate and applicable effective interval), CalculatedReimbursement, and a flag for any entry where Miles > Google-Maps-computed × 1.15. Supports review of contemporaneous mileage evidence under the applicable policy.

Per-Card per statement period: StatementBalance, ImportedTransactionsTotal, MatchedTotal, UnmatchedTotal, Difference, Status, and aging of any Disputed CardTransactions. The CardReconciliation close report.

Per-line M&E capture: Classification, BusinessPurpose, AttendeeNames, AttendeeCount, DeductiblePercent, DeductibleAmount, and receipt link. Supports review of the applicable documentation requirements and the year-end deductible / non-deductible carve-out.

Per-report elapsed days at each stage: Submitted → ApprovedByMgr, ApprovedByMgr → ApprovedByFinance, ApprovedByFinance → Reimbursed. Highlights bottleneck steps (which Manager is slow, whether Finance Reviewer is the queue) and feeds the process-improvement review.