The Expense by Customer (Base Currency) report shows how much your team has spent for each customer. It covers the whole account and shows every amount in your account currency, so you can compare customers who are billed in different currencies.
Open the report
Click Reports in the left menu. On the Standard tab, click Expense by Customer (Base Currency) under Expense, or type its name in Search. Set the dates, then click Preview to run the report. The report's own heading reads Expenses by Customer.
Administrators and Finance Managers can run this report.
Choose what to include
- Start Date and End Date: the expense dates to include. Leave both empty to include all expenses, which is how the report opens.
There are no other filters. To look at one project, person or status, use the Expense Details report.
Read the report
The heading shows your account currency and, if you set them, the dates. Below it are two pie charts:
- By Expense Count: each customer's share of the number of expenses.
- By Expense Amount: each customer's share of the total amount.
The table lists one row per customer, in alphabetical order, with a Total row at the bottom.
Column | What it shows |
|---|---|
Customer Name | The customer. Click it to open the Expense Details report for that customer and the same dates |
Expense Count | The number of expenses |
User Count | How many people recorded expenses for the customer |
Category Count | How many expense categories were used |
Amount Before Tax | The amount without tax |
Tax Amount | The tax |
Amount | The total amount, including tax |
Only expenses linked to a customer are included. Amounts in other currencies are converted to your account currency with each expense's exchange rate. See how Avaza converts expenses.
Save, schedule or export
Click Save As to keep your dates as a saved report. See saving and sharing reports. On a paid plan, a saved report can be emailed on a schedule. Any report can be exported.