Pivot Report Tab

The Pivot Report Tab summarizes expense data by aggregating the total claim amount and itemized claim amounts for each claimant during a specific month. This report provides a high-level view of the organization's expense distribution.

Importance of the Pivot Report Tab

• Comprehensive Financial Summary: Displays aggregated expense data, offering insights into overall financial trends and allocations.

• Improved Decision-Making: Helps Finance teams identify spending patterns, optimize budgets, and monitor compliance.

• Streamlined Reporting: Presents data in a structured format, making it easier to analyze and share across teams.

Key Features

1. Filter by Review Level:

   • Users can filter claims based on specific review levels (e.g., Level 1 to Level 4) for tailored analysis.

2. Two Clickable Actions:

   • Generate Pivot Report: Compiles a report that consolidates all approved claims within the selected review level, enabling Finance teams to view expense distribution across claimants.

   • Export Pivot Report: Exports the data into an Excel spreadsheet, providing a detailed and editable format for further analysis and documentation.

Example Use Case

• A Finance team leader generates a Pivot Report to analyze claims from all review levels for the current month. The report highlights individual claim amounts, helping the team assess departmental budgets.

• The leader exports the report to Excel to present a breakdown of monthly expenses to the management team, emphasizing cost-saving opportunities.

Open

Generated Pivot Report

Generated Pivot Report

The generated report includes:

• Job Group and Claim IDs: Groups claims by job groups and their unique identifiers for organized tracking.

• Itemized Claim Data: Breaks down expenses by categories, such as healthcare benefits, professional subscriptions, and travel allowances.

• Aggregated Claim Amounts: Displays total expenses for each claimant, providing a summary of individual contributions to overall costs.

Open

Exported Pivot Report

Exported Pivot Report

The exported report offers:

• Editable Format: Enables Finance teams to adjust or expand the data for presentations or audits.

• Shareable Document: Facilitates collaboration between departments by providing an easy-to-distribute Excel file.

Integration and Analytical Insights

The Pivot Report Tab is a valuable resource for identifying financial trends, evaluating budget usage, and enhancing cost-efficiency across departments. By offering both generated and exported reports, it caters to both high-level summaries and detailed financial reviews. This tool supports Finance teams in achieving organizational goals through informed financial planning and analysis.