The Expenses by Category report shows how your spending splits across expense categories, such as Travel or Meals. It covers the whole account and shows every amount in your account currency.
Open the report
Click Reports in the left menu. On the Standard tab, click Expenses by Category under Expense, or type its name in Search. Set the dates, then click Preview to run the report.
Administrators and Finance Managers can run this report.
Choose what to include
- StartDate 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. For one customer, 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 Amount: each category's share of the total amount.
- By Expense Count: each category's share of the number of expenses.
The table lists one row per category, with a Total row at the bottom.
Column | What it shows |
|---|---|
Category Name | The expense category. Click it to open the Expense Details report for that category and the same dates |
Expense Count | The number of expenses |
User Count | How many people recorded expenses in the category |
Customer Count | How many customers those expenses are for |
Tax Amount | The tax on those expenses |
Amount | The total amount, including tax |
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.