As administrator or Company Reporter, go to the section "Reporting" - "Advanced Reporting". It will appear a menu with different sections:
1. Type Of Report
There are four different types of reports that you can extract:
A. List
The results will be displayed with standard format and columns predefined by MXP.
B. List by Group
By choosing this option, you will be able to select which columns you would like to add in the report. For this, select the desired columns:
and click in the button >
The output columns will be shown in the right box.
If you want to add all the columns, click in the button >>
If you want to remove columns from the output, the buttons < and << work in the same way.
C. Pie Chart
The results will be displayed as a pie chart.
D. Bar Chart
The results will be displayed as a bar chart.
2. Criteria
In this section you can limit the scope of the search by using the following options:
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Date - allows you to find data given some period or a specific time frame.
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Details - filter data by employees, categories or amounts.
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Supplier - find information depending on the country or the city of the expenses.
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Cost Allocation - filters by cost centers or projects.
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Payment - look for specific payment methods or funding of the transactions.
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! For privacy reasons, transactions in status 1 (not included into a report) with funding "private" are excluded from the reporting
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Status - filters expenses by looking on a specific expense note or from expense notes that match different approval statuses.
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Expense policy - find information taking into consideration a specific expense policy of the employee.
3. Summary
In this section you can find an overview of scope of the search.
4. Date Format
Here you can set the format of the report file that will be generated after the report is executed (check the above screenshot).
If you click on "Go" the report will be executed in the application and the system will start looking for data that matches the parameters introduced.
If the report is too big it will not be able to be generated online with the application, and you will have to schedule it.
In order to do so, click in the button "Save". A new pop-up window will appear with the following information:
This section contains two key parameters:
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Mail to - it is a semicolon-separated list with all the receivers of the report.
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Frequency - it indicates when the report will be delivered to the emails included in the "Mail To" parameter. The most common frequencies are:
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Batch: it is executed just once (today overnight)
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Daily: it is executed everyday (overnight)
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Within 30 min: it is executed as soon as you save the report, and delivered in half hour approximately.
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After clicking on "Save", your report will be stored and delivered depending on the frequency set. Also, it will appear in the section "My Reporting Templates" in case that you want to execute it again in the future.