Spend Analysis

About this report

Information

Data Sources: SAP, EDBuy, Expense8.
Updated: Daily.

Designed for

The Spend Analysis report provides users with an analysis of spending patterns and invoices paid within terms and outside terms for invoice processing during the year. This report only provides operational expenses and do not include salaries. Executive Directors and Directors of Public Schools can view all schools within their Principal Network.

Benefits

How can I use this report?

The report can be used for assessing the spend patterns of the schools. This report also provides spend capacity for a 12-month period and illustrates the peak spending period.

What should I look for?

The report illustrates how the selected school is performing against paying invoices within the required terms and those outside the payment terms (includes SAP as well as EDBuy invoices). The report provides a trend analysis of the Spend by Month that indicates the Avg. No of Days for EDConnect to receive invoice. The report provides the Percentage of Duplicate Invoices by Month. It also provides the percentages of Unapproved Expenditure by Month.

Overview of Spend Analysis report
Image: Overview of Spend Analysis report

Using the report

Select results with slicers

The slicers allow selections to be made in order for the desired information to be displayed in the chart and tables.

Step 1 is necessary for the report to generate meaningful results. Select the year of transaction, school name and Spend Amount ($).


Selection slicers
Image: Selection slicers

Note: for all of the slicers, a blank selection will be treated in the same way as selecting all of the options for that slicer. For example, not selecting a school will display results of all schools.

Summary data

The far right of the report shows:

  • Paid Value (includes SAP, EDBuy invoices & PCard spend).
  • No. of Paid Invoices (includes SAP and EDBuy invoices, but does not include No. of PCard transactions).
  • % of Invoices Paid within Terms (EDConnect Received Date to Invoice Paid Date)
  • % of Invoices Paid within Terms (Invoice Date to Invoice Paid Date)
  • The monthly processing time taken for EDConnect to receive the Invoice for Processing (Avg. No of Days for EDConnect to Receive Invoice)
Example of Summary data
Image: Example of Summary data


Spend Analysis by Month

The monthly processing time taken for EDConnect to receive the Invoice for Processing (Avg. No of Days for EDConnect to Receive Invoice).

Example of Spend Analysis by month
Image: Example of Spend Analysis by month


Percentage of Duplicate Invoices by Month

The stacked column chart displays the percentage of Duplicate Invoices by Month.

The total number of duplicate invoices, invoices value, and non-duplicate percentage can be viewed by hovering over any part of the column chart (Does not include EDBuy).

Example of percentage of Duplicate Invoices by Month.
Image: Example of percentage of duplicate invoices by month.

Percentage of Unapproved Expenditure by Month

The column chart displays the percentage of unapproved expenditure by month (Does not include EDBuy).

Example of percentage of unapproved expenditure by month
Image: Example of percentage of unapproved expenditure by month

Hover for details

Hovering over any segment on the chart will bring up a box of summary information including the:

  • Month
  • Invoices Paid within terms
  • Pcard
  • Invoices
  • Paid within terms
  • Invoices Paid outside terms
  • Number of Invoices

Note: Number of invoices, Invoices Paid (within terms) and Invoices Paid (outside terms) includes SAP as well as EDBuy invoices.

Hover for details
Image: Example of hover function

Other tips for tables

  1. Hovering over the chart or table will reveal additional options icons.
  2. Clicking on the chart or table title will make these icons switch to become always visible.
Icons for more information
Image: Example of using persistent icons for more information

Export the results

The information from within this report can be exported easily. Hover over a chart or table and select the ‘More options’ ellipsis icon once it appears. Then select ‘Export data’.

This will bring a confirmation box to download the current names in the table as spreadsheet for editing and printing.

Export data
Image: Example of exporting data

Reset to default

If you wish to remove selections you have made and return to the initial view, select ‘Reset to default’ from the top right of the window:

Reset
Image: Reset to default

Want to learn more?

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