According to a recent report by PwC, the future roles of finance teams are data-driven. However, insufficient and unreliable data will hold the finance teams from developing into an integral part of the organization that offers predictive information and data-driven support.
At Sage Expense Management (formerly Fyle), we want to give you unrestricted access to accurate and reliable data across the platform, aid your decision-making, and help your team transition into the finance team of the future.
Exporting expense reports the right way
With our platform, we wanted all the power in your hands. You can easily export any data you see on the platform just with a few clicks. We understand the need to customize how you want data to be exported, so we built a powerful export workflow with maximum control and customizability.
For instance, you want to export expense reports that:
- Were reported for reimbursements.
- Have no policy violations.
- Are from the marketing and engineering departments.
- Were created between 01/01/2021 and 05/30/2021.
This is just an example of how customizable your reports can be. By utilizing our filters, you can drill down into expense data until you find what you need. Once you find the relevant data, you can simply select it and click "Export." You can either export it as an Excel or a CSV file (which will be sent to your email), or directly send the report to an email address of your choice (make sure to first verify the email address you're sending your report to). Additionally, you can also ensure that email has good deliverability with the help of dmarc report.
You can also customize your export data the way you want to. After selecting the export format, you can choose the columns that you require in the export or click on "Advanced settings" and gain access to even more customization.
Expense analytics and exporting
The platform can convert raw expense data into valuable information with the help of its powerful analytics engine. You have access to insights about your company's expenses, operations and risk analytics - all within the platform. We make it easy for you to extract that information for your purposes as well. For example, if it's time for your department budgeting, you can visit the analytics tab, select the relevant data and export it. That's how easy it is.
MIS reports
Organizations widely use MIS reports as it helps in analyzing and planning actions which can aid business decisions. The Sage Expense Management platform has a few predefined MIS reports which give a detailed breakdown of the company's expenditure based on the criteria like:
- Spend By Departments
- Spend By Projects
- Spend By Vendors
- Spend By Categories
As an admin, you can generate and export reports of the expense data of the past three months, which are documented in the system. Click on the export button, customize the report, and export it.
Employee data export
The platform is also capable of exporting employee data if you're an Admin. All you need to do is select all of your employees, click "Export," add or remove columns you prefer, and export it.
Google Data Studio support
If you are an enterprise with multiple branches or entities, the Sage Expense Management platform can export all your data to Google Sheets for custom analytics on Google Data Studio. This powerful integration with Google Data Studio gives you access to more complex analytical tools for better decision-making.
Accurate and reliable data for everyone
We know how accurate and efficient data is critical to Finance teams. Having the ability to access and extract them is even more critical. The Sage Expense Management platform makes it easy for you to export any data as you see fit, customized the way you want it. Utilizing all the data available will help your organization go a long way.
If you would like to learn more, please feel free to schedule a demo with us, and our team will reach out to you at the earliest.
