Statistics Report – Export and Analysis in Expense
The Statistics Report in Expense provides a comprehensive overview of reports, expenses, and accounting allocations. It is a valuable tool for financial follow-up, budgeting, and analyzing company spending patterns and accounting data. By exporting the report to Excel, you can perform deeper analysis, identify trends, and create meaningful financial summaries to support business decisions.
What Is the Statistics Report Used For?
With the Statistics Report, you can:
- 📊 Analyze costs over time
- 💰 Monitor budgets and actual spending
- 📁 Review used accounts and internal accounts
- 📈 Identify trends and anomalies
- ✅ Create supporting data for financial follow-up
👉 Ideal for finance teams, administrators, controllers, and managers.
Create the Statistics Report Step-by-Step
- Navigate to Reports > Statistics
- Select the desired date range
- Verify that the report type is set to:
- ✅ Expenses and Accounting Allocations
- Generate the report
✅ The report is now ready for export.
Select Export Settings
Before exporting, you can choose which records to include.
Available Options
- 📄 All records
- ✅ Only records with status Submitted and higher
👉 Choose the option that best suits your analysis requirements.
Export the Report Step-by-Step
- Click Export
- Select the format:
- 📊 Tab-Separated Values (TSV)
- Download the file
✅ The file is typically saved in your Downloads folder.
Prepare the File for Analysis Step-by-Step
- Open the exported file
- Select all content using:
- Copy the content using:
✅ The data is now ready to be transferred into Excel.
Import the Report into Excel Step-by-Step
- Open a new workbook in Excel
- Paste the content using:
- Verify that the columns are displayed correctly
✅ The report is now ready for further analysis and processing.
Analyze Data in Excel
For better visibility and reporting, it is recommended to enable filters in Excel.
Examples of Analysis Areas
- 🧾 Invoice Numbers
- 📊 Accounting Accounts
- 📁 Internal Accounts
- 👤 Users
- 📅 Periods and Dates
- 💰 Amounts and VAT
👉 This makes it easier to identify patterns, trends, and deviations.
Use the Statistics Report for Budget Planning
The report is particularly useful for:
- 📈 Budget Planning
- 💰 Cost Analysis
- 📊 Forecasting
- 🏢 Department or Project Follow-Up
✅ Provides stronger financial insights and supports informed decision-making.
💡 Best Practice Tips
- ✅ Export statistics regularly
- 📊 Use Excel's filtering capabilities
- 📈 Create Pivot Tables for summaries
- 📁 Group costs by account or project
- 🔄 Compare different periods to identify trends
👉 These techniques help improve financial analysis and reporting efficiency.
Frequently Asked Questions (FAQ)
Which report type should I choose?
Select Expenses and Accounting Allocations to obtain a complete overview of recorded expenses and accounting data.
Can I analyze the report in Excel?
Yes. The report is specifically designed for further processing in Excel and other spreadsheet applications.
Which statuses should be included?
For financial follow-up, it is generally recommended to include Submitted and Higher statuses.
Can I filter by internal accounts?
Yes. Internal accounts are included in the export and can be filtered directly within Excel.
Summary
- 📊 Generate a Statistics Report via Reports > Statistics
- 📅 Select the desired reporting period
- 📄 Export the report as a TSV file
- 📈 Import the data into Excel
- ✅ Filter and analyze costs, accounts, and internal accounts
- 🚀 Gain better control over company finances, budgeting, and financial reporting