Learn More about the Executive Dashboard

Certify has been making some changes and one of our biggest and most recent is Executive Dashboard! Created specifically for those with Manager, Executive, and Accountant roles within Certify, Executive Dashboard shows you expense management performance data in the form of colorful charts that automatically refresh every day, giving you the most up to date information for your organization. If you want more detail, you can always simply click on any chart to see the underlying report data.

If you haven’t seen this new feature yet, simply log into your Certify account. On the upper right side of your account homescreen you will see that Analytics has replaced Reports. Click Analytics and you will be taken to the Analytics and Reporting page. In the Dashboards section at the top of the page, click Enterprise Dashboard. On the Enterprise Dashboard page, you will see several performance charts that show activity for the past 90 days. The performance chart analytics that you can review are as follows:

Top 5 Expense Categories This chart displays information for processed expenses that were approved with an expense date within the last 90 days. (Managers will only see information for expenses that they approved.) Only the top 5 categories with the highest amounts are shown. Clicking on the chart will open the Expenses by Category report, which is searchable by expense date.

Expenses by Expense Type. This chart displays information for processed expenses that were approved with an expense date within the last 90 days. (Managers will only see information for expenses that they approved.) This chart includes all expense types. Clicking on the chart will open the Expenses by Category report, which is searchable by expense date.

My Team’s Top 5 Employees. This chart displays information for processed expense reports that have an approval code with and expense date within the last 90 days. Expenses that were approved by the person viewing the chart are the only expenses shown, and only the top 5 employees with the highest amounts are shown. Clicking on the chart will open My Team’s Export Reports report, which is searchable by expense date.

Expense Accrual by Expense Status. This chart displays information for expenses that have not been processed and imported expenses that have not been tied to an expense report with their expense date within the last 90 days. This chart includes all expense statuses. Clicking on the chart will open the Expense Report Accruals report, which is searchable by expense date.

Expense Report Statistics. This chart displays information for all expense reports that have been created, reimbursed, and processed within the past 90 days. Clicking on the chart will open the Expense Report Statistics report.

Average Days Submit to Process. This chart displays the average number of days it has taken for expense reports to be submitted and processed within the past 90 days. Clicking on the chart will open the Expense Report Statistics report.

No need to create pesky charts and graphs to display expense information at a glance – Certify’s new Enterprise Dashboard feature provides pertinent information pulled from our comprehensive reports in a colorful and easy-to-understand visual presentation.