View spend by category, vendor, or department

Slice your spending by different dimensions using reports.

Run a report

1. Go to Reports (the Reports tab opens the catalog).
2. Search, or use the category pills (Cards, Wallets, Expenses, Bills, and more) to find a report — for example, Top Vendors by Spend, Spend by Category, or Expense by Category.
3. Open the report, set filters (date range, department, entity), and click Run Report.
4. View the results as a table (with a chart where available).

From the dashboard

On the dashboard, you can also apply dimension filters like department or location to see spend broken down.

On mobile

Reports live under More → Reports. Open a report, set its filters, and tap Run Report.

Tip: Once a report is run, you can export it to CSV or Excel.