Expense Reports
The "Reports" feature in RETM provides comprehensive analytics on expenses, helping you track financial performance and make data-driven decisions. This feature allows you to review expense details over different time periods and monitor category movements to ensure accurate cost management.
Steps to Access Expense Reports
- From the dashboard, navigate to Expenses, then select Reports.
- You will see three types of reports: Fiscal Year Reports, Category Movement Reports, and Detailed Expense Reports.
- Click on the report you wish to view.
Explanation of Report Types
- Fiscal Year Reports: A detailed report displaying monthly expenses throughout the year, with a total sum at the end.
- Category Movement Reports: Displays details of added categories, along with the amount associated with each category.
- Detailed Expense Report: Provides an in-depth breakdown of all recorded expenses, aiding in analyzing spending sources.
- Viewing Report Details:
- Clicking on Fiscal Year Reports will show a list of the fiscal year's months with total expenses for each month.
- Clicking on Category Movement Reports will display expense details for each category with the associated value.
- Clicking on Detailed Expense Report will present all recorded transactions with all related details. By clicking on the desired category from the recorded list, you can view its specifics.
Frequently Asked Questions
Can I export reports to Excel or PDF?
Yes, you can export reports in various formats like Excel or PDF through the export option within the report page.
Can I filter reports by a specific time period?
Yes, you can specify a particular time range to display financial data related only to that period.
How can I ensure the accuracy of report data?
Reports rely on the data entered into the system, so ensure all expenses are entered correctly and review added categories to guarantee report accuracy.
Can I print reports directly from the system?
Yes, the system allows you to print reports directly via the print option available on the report page.
Why do some expenses not appear in the reports?
This could be due to incorrect expense entries or applied filters on the report that exclude certain time periods or categories. Try checking the filter settings or reviewing financial entries.
