Summary of Spend is a graphical report on transactions within a given time period.
Set the time period using the filter option on the top-right corner of the section.
There are four different tabs with unique views:
- Everyone: Displays the spend summary of every Airbase User in your company. View All Reports User Permission is required to access this tab.
- My Department: Displays the spend Summary of every Airbase user in your Department. View All Reports or View Department Reports User Permission is required to access this tab.
- My Team: Displays the spend summary of every Airbase user in your team.
- My Spend: Displays the spend Summary of all your spend within the time period.
Hover over the Summary of Spend graph to find the total spend in a month.
Click on a month to go to Reports > All Transactions Report.
Transactions in the last 45 days.
This widget linked to the Summary of Spend displays the number of Declined, Pending and Completed transactions in the last 45 days.
Similar to the tabs in Summary of Spend, you will be able to view the number of transactions owned by everyone in your company, the members in your Department, your team, and the expenses you own.
The view is restricted based on the User Permission mentioned above.