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Statistics report: export and analyze

The statistics report summarizes expenses and accounting for a chosen period. Export it and analyze costs per account, internal account, user and period in Excel, for example before budget work.

🔍 What can you analyze?

Analysis Example
Costs per account Travel, representation, office supplies
Costs per internal account Department, project, cost center
Costs per user Who has the most expenses
Trends over time Compare months or years
Amounts and VAT Total cost and VAT per period

👉 Applies to: administrators, finance managers and controllers.

📊 Step 1 – Create the report

  1. Go to Accounting > Statistics.
  2. Choose the date range.
  3. Choose the report type Expenses and accountcodings.
  4. Choose which entries to include: All records or Only records with status Submitted and higher.
  5. Create the report.

💡 For financial follow-up, Submitted and higher is usually best, since pending expense reports are not finished.

📤 Step 2 – Export and open in Excel

  1. Click Export and choose Tab-separated values (TSV).
  2. Open the downloaded file (usually in the Downloads folder). It is a tab-separated text file.
  3. Select everything with Ctrl + A and copy with Ctrl + C.
  4. Open a new workbook in Excel and paste with Ctrl + V.
  5. Check that the columns end up right.

📈 Step 3 – Analyze

  • Turn on filters to sort by account, internal account, user or date.
  • Use pivot tables to sum up costs per account or project.
  • Compare periods to find trends and deviations.

❓ Frequently asked questions (FAQ)

Which report type should I choose?
Expenses and accountcodings gives a complete overview.

Which statuses should I include?
For financial follow-up: Submitted and higher.

Can I filter on internal accounts?
Yes, they are included in the export and can be filtered in Excel.

✅ Summary

  • 📊 Accounting > Statistics, report type Expenses and accountcodings
  • 📤 Export as TSV and paste into Excel
  • 📈 Analyze with filters and pivot tables

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