What data can you find in the financial reporting menu?

The Budgets and Transactions Page provides a financial overview, tracking expenses, transactions, and cancellations. Below is a breakdown of the key data points displayed on this screen.

Key Data Points you can find here: 

• Spent Last 30 Days: Displays the total amount spent in the last 30 days, including percentage changes from the previous period.
• Transactions Last 30 Days: Indicates the number of financial transactions that occurred in the last month, with comparisons to the previous period.
• Cancellations Last 30 Days: Shows the number of canceled transactions in the past 30 days, with percentage changes from the last period.
• Spent Current Year: Summarizes the total expenditure for the current year.
• Transactions Current Year: Displays the total number of financial transactions recorded for the year.
• Cancellations Current Year: Shows the number of cancellations made during the current year.
• Total Reserved Amount: Displays the total reserved budget available for planned transactions.
• Top 10 Spent Amount Per Provider (Current Year): Lists the highest spending amounts by provider within the year.
• Spent Amount Over Time: A visual representation of spending trends over a specific period.
• Budget Overview (Current Year): Includes details on:
• Initial Amount: The original allocated budget.
• Spent Amount: The total amount already used.
• Reserved Amount: The budget set aside for future transactions.
• Available Amount: The remaining budget available for use.
• Percentage Spent: The proportion of the budget that has been used so far.
  
  
  Filters and Customization
  
  

• Provider: Filter transactions based on specific service providers.
• Budget: Narrow down results by selecting a particular budget category.
• Budget Type & Status: Sort transactions by budget type and approval status.
• Request Status: Filter by the status of financial requests.
• Team & Transaction Type: View transactions by team allocations and type of financial activity.
• Preferred/Internal Provider & StudyTube Partner: Additional filtering options for refining transaction records.