Overview of report types in Cezanne Expenses
Learn how to access and use the standard reports available in your expenses account, including how to filter, customise, and export your data.
Your expenses account includes a library of ready-to-use reports that can be run at any time. These reports help you analyse claims, track activity, and extract key data.
Available reports:
- Claim
- Approval Time
- General Ledger
- Detailed Ledger
- Benefits
- BACS
- Custom
- Offline Status
- Receipts Status
- Credit Card Upload Status
- Credit Card Transaction
- Duplicate Claim
- VAT Rate
- Event
- Mileage Rate
- Per Diem Rate
- User Report
- Cost Centre
- Category
- Event Details Report
- Nominal Report
- Expenses Processed Report
- Country
- API Usage Report
- CO2 Emissions Report
- Out of Policy
Using reports
When you open a report, you’ll have a range of options to tailor the data to your needs. Depending on the report, you can:
- Apply filters to refine the data
- Reorder and customise columns
- View results directly in the system
- Export the report as a PDF, CSV, or Excel file
💡Tip
If you need a business-specific report, you can create your own using the Custom report option. This allows you to build reports tailored to your exact data and formatting requirements.