Introduction to Reports

Overview

Reports is a single entry point for live dashboards covering your organization's spend, savings, vendors, contracts, and procurement activity. It replaces going hub-by-hub to find data — everything reporting-related in Spendflo starts here, under Reports in the main navigation.

Your dashboards

Every user gets ten out-of-the-box dashboards, pre-populated with a relevant set of reports so there's something useful to see immediately: Home, Vendor, Requests, Contracts, Renewals, Purchase Order, Account Payable, Savings, License, and Users.

The Reports sidebar — the ten built-in dashboards, plus any you create under My Dashboards.

• Home is the default landing dashboard and can't be deleted.

• The other nine can be deleted if you don't need them — their reports aren't lost and can be re-pinned to another dashboard anytime.

• You can create additional dashboards of your own (they show up under My Dashboards), with no limit on how many dashboards or how many reports you pin to each.

Filtering

A new dashboard starts with no filters at all. Click + Add filter to add cross-cutting filters — typically Date, Department, Contract Year, or Entity, depending on the dashboard. Only dimensions that at least one pinned report actually supports are offered. A filter you add only applies to the widgets whose report declares that dimension; everything else on the dashboard is left unchanged and marked as not applicable, so nothing gets silently mis-filtered.

Reports by dashboard

For a full breakdown of every report on a given dashboard — what each one measures and how to interpret it — see that dashboard's own article. This list grows as each dashboard is documented:

• Home Dashboard Reports

• Vendor Insights Dashboard Reports