The Manager Dashboard provides an overview of spend across different countries (organizations) and cost centers for a given time frame. A Manager can filter the spend data by yearly, monthly, weekly, or quarterly timelines, along with selecting specific date ranges. There is a legend below each graph that explains the data points illustrated within them. To get access to this report a user must be granted the “Manager” role.
The charts within the Manager Dashboard show dollar amounts and counts for users and expenses within a set of criteria outlined at the top of the Manager Dashboard. Listed below are the criteria that managers can customize to get the most accurate reports on spend.
|Date Range||Select date range for which you want to view the dashboard: Past 7, 30, 60 180 days or Q1, Q2, Q3, Q4 or MTD, YTD.|
|Manager||By default, the Manager’s name will be listed along with their direct reports. Click the down arrow to drill down into the employee hierarchy.|
|Cost Centers||The Cost Center(s) against which you want to view Spend. You can select from a list of Cost Centers and/or search for Cost Centers by Cost Center codes name.|
Status of the report:
Approved; Submitted and Pending Concur Audit Review; Submitted and Pending; Payment Confirmed; Rejected; Sent back to the employee.
|Organizations||The country/currency for reports you want to view.|
|Polices||The policies within the selected Organization that you want to view.|
|Payment Type||Droplist of payment methods (Cash, Corporate Cards).|
|My Team / My Direct Reports||The Manager Dashboard allows for the manager to see key spend insights by the whole team hierarchy of their department, or by the manager's direct reports.|
Total Travel and P-Card Spend
Listed in the currency of the selected organization, this chart lists the total amount of travel and expense for a manager’s team within a certain country. This tile highlights all types of spend within an organization and/or cost center.
High Risk Detected
This tile shows the total amount expensed by employee(s), that was detected as High-Risk during an Audit on a manager’s team or direct reports.
Reports Requiring Manual Review / Total Reports
A count of the number of reports that were flagged as high-risk out of total reports audited for a manager’s team or direct reports.
Spend By Expense Type
A bar chart listing the amount of spend per expense type. This allows you to see where the employees are spending the most money. The default is to see all expense types, but you can use the drop list in the top right to be able to view only certain expense types. Additionally, a line chart provides the count of the number of expense lines per expense type.
You can select a piece of the bar chart to drill down to the specific reports that are in that specific expense type.
Potential High-Risk Spend
This chart displays High Risk spend per Audit Model. Additionally, the line chart provides a count of the expense lines that account for the spend in each bar.
The default view displays the top 5 Audit Models that expenses were flagged High for. For additional functionalities such as filters, or drill-down capabilities to get to the expense reports, expand the graph.
Potential Unauthorized Spend
This chart displays the total spend across Unauthorized Categories. Additionally, the line chart provides a count of the expense lines that account for the spend in each bar. The default view displays the top 5 Unauthorized Categories that spend was identified against. For additional functionalities such as filters, or drill-down capabilities to get to the expense reports, expand the graph.
This chart displays the employees with the most spend/request for reimbursement. Additionally, the line chart provides a count of the expense lines that account for the spend in each bar.
The default view displays the top 5 Spenders in that organization. For a view of the top 100 employees with most spend, as well as additional functionalities such as filters and drill-down capabilities to get to the expense reports, expand the graph. You can select a bar to go to that employee’s Dashboard
AppZen Behavioral Index (ABI) Score
The ABI score offers an analytical way to compare risk among your employee base. Risk data is compared across all employees and gives every employee an AppZen Behavioral Index score. Every month an employee's ABI score will be re-calculated based on data averaged from the past 3 months of data points. High Risk that are marked as false positive by an auditor do not negatively affect an employee's ABI score.
From the manager's view, the chart shows the count of employees that are within the different ranges of ABI scores. The lower the range the more compliant the employee is. Ranges are from 0-20, 21-40, 41-60, 61-80, and 81-100. Once selecting a score range from the chart, the details of all the employees that are in that range will show below with their individual scores.
Please note: The date range selected in the filter settings does not apply the ABI score.
It allows the manager to see non-compliant or top spend from countries (organizations) and cost centers using the (My Team/Direct Reports) filter. The chart below will show the employee with the most spend in the currency associated with the org and the number of average expense lines for all expense reports. The results for team insights depend on the Team / Direct Reports filter at the top of the page..
Direct reports filter will show the hierarchy 1 level below the manager along with the direct report corresponding teams’ insights.
Compares the spend among a manager’s teams. The top spenders drop-down can be filtered by the most common expense types like Airfare / Hotel / Meals or choose “All Categories” to see team spend for all expense types.
Top Policy Violations
Compare the policy violations among a manager’s teams. You can filter by the most common violations: No Show, Upgrades, First Class, and Duplicates - Direct Bill. Select “All categories” to see all policy violations.