How to drill into spend analysis

Modified on Mon, Jul 13, 2020 at 1:47 PM

Spend Analysis

1. Your Pie Chart will display the accounts you setup in Budgets

        a.    Switch between GL and Categories in the top left

        b.    Drill into any piece of the pie chart by clicking the section

Note: The categories in drilldown are assigned by PlateIQ

        c.    Trend Analysis

                i.    Weekly Spend totals

                ii.    Ability to drilldown into each week by clicking the bar chart

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