Reports & financials
The Reports Hub, financial and inventory reporting, exports, and the AI and pivot-table tools.
The Reports Hub The Reports Hub at /reports catalogs every report your plan includes, from Service Cost to AI Reports and the Pivot Table. Admin-only and plan-gated. Financial reports Service Cost, Account Trending over a trailing 13 months, Top Spend by Provider and Category, and the Service Category Breakdown. Admin-only and plan-gated. Inventory and invoice reports Inventory Activity and Trending, Recurring Services Bill, Expiring and Lifecycle, Invoices Not Received, and Invoice Extraction Quality. Admin-only, plan-gated. Budgets, GL codes and cost centers Create a budget with a forecast and on-pace band, and assign GL codes and cost centers to services so your spend allocates cleanly. Admin-only and plan-gated.
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