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
- Go to Accounting > Statistics.
- Choose the date range.
- Choose the report type Expenses and accountcodings.
- Choose which entries to include: All records or Only records with status Submitted and higher.
- 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
- Click Export and choose Tab-separated values (TSV).
- Open the downloaded file (usually in the Downloads folder). It is a tab-separated text file.
- Select everything with Ctrl + A and copy with Ctrl + C.
- Open a new workbook in Excel and paste with Ctrl + V.
- 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