A sum The Pivot Report provides a summary of expense cost report costs, detailing the total amount and total claim item amount amounts claimed by each claimant in the month.
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To generate a Pivot Report across all entity:
Access the Pivot Report from the side menu.
Select the Year and Month.
Click on Generate, the result will be generated in the list.
Click Export to export the Pivot Report to an Excel spreadsheet.
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a specific month. It is a powerful tool for tracking and analyzing spending patterns across the organization.
Importance of the Pivot Report
Expense Tracking: Identifies high-cost areas and spending trends.
Financial Analysis: Facilitates detailed examination of claim patterns.
Organizational Insights: Provides data-driven insights to support budget allocation and policy adjustments.
Steps to Generate a Pivot Report
Access the Pivot Report:
Navigate to the Pivot Report option in the Reports Side Menu.
Select Year and Month:
Choose the specific year and month for the report you wish to generate.
Generate the Report:
Click on the "Generate" button to display the result in the system interface.
Export the Report:
Use the "Export Report" button to download the Pivot Report in an Excel format.
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Generated Pivot Report
The generated report provides:
Entity Name: Identifies the organizational unit or company.
Job Group: Categorizes claims by specific job groups.
GL Code: Includes General Ledger codes for financial tracking.
Claim Items and Amounts: Lists individual claim items along with their corresponding amounts.
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Exported Pivot Report
The exported report offers a comprehensive Excel format, making it easy to:
Share data with stakeholders.
Conduct advanced analysis using spreadsheet tools.
Present summarized and detailed expense information during financial reviews.
The Pivot Report is an invaluable resource for Finance teams and decision-makers, enabling efficient expense management and strategic planning.