Overview of the Reports Section
The Reports section in Hypercard gives you a visual, data-driven overview of your organization’s financial activity. It is designed to help admins and finance teams monitor spend behavior, identify trends, and make proactive decisions using real-time insights. Whether you are tracking monthly reimbursement volumes, comparing spend by department, or evaluating policy compliance, the Reports section consolidates your most important financial metrics into one centralized dashboard.
What You Can See in the Reports Section
Depending on your role and access, the Reports dashboard may include:
- Total Spend – A high-level summary of all company-wide expenses over time
- Expense Breakdown – Charts by category, employee, or department
- Stipend Usage – Insights into how employee stipends are being used across teams
- Reimbursement Volume – Track how much has been reimbursed to employees and how quickly
- Top Spend Categories – Visualize where most of your budget is going (e.g., travel, meals, SaaS)
- Policy Violation Trends – Identify recurring issues or categories that trigger manual reviews
- Custom Metrics – Filter metrics by time periods, employee, merchant, etc. for flexible analysis
All charts and tables are updated in real time, ensuring the data you are viewing reflects the most current activity.
Why It Matters
The Reports section is not just for reporting, it is a strategic tool for:
- Improving cost control by spotting unusual or escalating spend
- Enhancing policy enforcement with insights into exception trends
- Supporting audits with a clean, centralized history of company activity
- Aligning budgets by understanding how different teams and projects spend
- Saving time by replacing spreadsheets and manual data pulls with on-demand reporting
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