Other Expense Reports

In addition to detailed reports like the Expense Sheet Report and Expense Export (Beta), ClickTime provides several simpler expense reports that summarize costs across projects, clients, types, and mileage. These reports are best for quick analysis and high-level insights.

All of these reports can be run from the Company → Reports page (for Administrators and Managers with report permissions). Employees may also see select reports from their My Reports page.

Expense Summary by Client and Project

• Purpose: Quick overview of expenses grouped by client and project.
• Use Case: Track total spending for client billing or internal budget review.
• Output: Shows cumulative expenses for the chosen date range, broken down by project.
  

Expense Project and Person Summary

• Purpose: Breaks down expenses by person within each project.
• Use Case: Identify which team members are incurring project expenses.
• Output: Lists totals for each person across the selected projects or clients.
  

Expense Type Summary (Excel)

• Purpose: Summarizes expenses by type (e.g., Meals, Lodging, Mileage).
• Use Case: Quickly review categories of expenses for budgeting or auditing.
• Output: Excel file with cumulative totals for each type of expense.
  

Mileage Summary (Excel)

• Purpose: Focuses exclusively on mileage-based expenses.
• Use Case: Reimburse employees for travel costs or analyze mileage usage.
• Output: Excel file showing mileage expenses by person.
  

Legacy Expense Export

• Purpose: Provides a raw export of all expense data for a chosen date range.
• Use Case: For accounting teams who want unfiltered data to manipulate in their own systems.
• Output: A simple .txt file with all expenses in the selected period.
  

Best Practices

• Choose the right report: Use these summary reports for quick insights; use the Expense Export (Beta) for deeper, customizable analysis.
• Combine reports: Run a summary for a quick view, then follow up with a detailed report if something looks unusual.
• Export to Excel when needed: Both the Expense Type and Mileage reports automatically open in Excel for easier manipulation.