The Reporting function in Clarity365 allows you to examine your general and mileage expenses by cost centre and generate a report using this data for analysis. To find out how to use the reporting function, please read the following guide. If you wish to find out more on cost centres and how they are used in Clarity365, please see Cost Centres above.
To Navigate to the Clarity365 Reporting System Please use the Following Guide:
1. Navigate to Main Navigation > Expenses Management > Manage Expenses and go to the Reporting tab
2. Use the time filter to select a date range for the expenses you wish to view
3. Select the cost centre and GL codes you wish to filter the report with - you can leave these sections with All in order to bring up all data if necessary
4. Search to bring up a list of expenses that match your search criteria
5. You can view individual expenses on the list
6. Click Export to generate an Excel version of your report for further use and analysis