Viewing Statistics & Reports

Statistics

You can view some simple statistics to give insight into your instructor's expenditure over a period of time.

The statistics available include:

  • Expense Totals - Total expense amounts broken down by period. This bottom period scale on the graph is automatically chosen based on the date range selected.
  • Expense Categories - Total amount of expenses within the period selected, grouped by category. Hover over or tap a segment to show the amounts for that category.

The layout of the statistics is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Desktop

Expense Statistics - Desktop

Expense Statistics - Desktop

You can change the date range for which statistics are shown using the date filters. Changing this will automatically update the statistics. The "Preset Periods" button shows a popup allowing selection of common date ranges, such as "Last Month" and "This Week".

You can use the 'for Instructor' selector to show expenses for a specific instructor. Clearing this selector will show statistics for all instructors.

Mobile

Expense Statistics - Mobile

Expense Statistics - Mobile

You can access filter options by tapping the filter button. This will show a popup which includes date and instructor filters.

You can change the date range for which statistics are shown using the date filters. Changing this will automatically update the statistics. The "Preset Periods" button shows a popup allowing selection of common date ranges, such as "Last Month" and "This Week".

You can use the 'for Instructor' selector to show expenses for a specific instructor. Clearing this selector will show statistics for all instructors.

Reports

Within the 'Reports' tab you can run and export data from various reports. These reports provide valuable data on expenses.

The reports available include:

  • Instructor Expenses - View details of expenses recorded by Instructors.
Reports - Desktop

Reports - Desktop

For full details of how to run reports and export data see Running & Exporting Data From Reports.