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How do I use the statistics dashboard?

Note: this action is only possible for a user with admin or finance rights.

Make sure you are logged into the Klippa Web App as a user with "admin or finance" rights.

In the left menu, navigate to Settings and then Company. You are now on the company statistics dashboard.

The statistics dashboard provides an overview of:
the total number of expenses and invoices.
the average processing time of the expenses and invoices.
the expenses worth and invoices worth.

Using the Filter statistics field, it is possible to distinguish between expenses and invoices & currency.

It is also possible to filter by different fields such as Category, Administration and Relation:

Below is an example of the steps to take to retrieve an overview of all expenses in the category 'Business Lunch' per user in the year 2023.

In the Filter statistics, select the Spend overview option.
Enter in the Document type Expense and the Currency Euro.
Click the green + symbol under Currency to add a condition for the filter.
Enter: Compare field value - Category - Equal to - Business lunch.
Click: Apply.

Under the Spend overview - Expenses field, segment by Transaction owner to filter the statistics by expense submitter.

In the View by field, filter by period - years to see an overview of all the expenses from 2023.

Updated on: 28/04/2023

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