Spending Reports

Understand exactly where your software budget goes.

Dashboard Overview

Your main dashboard shows key metrics at a glance:

  • Monthly Recurring Cost (MRC): Total monthly SaaS spend
  • Annual Run Rate: Projected yearly spend
  • Month-over-Month Change: Spending trend
  • Upcoming Renewals: Next 30 days

Available Reports

Spending by Category

See how spend distributes across categories:

  • Pie chart visualization
  • Percentage breakdown
  • Click to drill down into category

Spending Over Time

Track how your SaaS costs change:

  • Monthly or quarterly view
  • Compare to previous periods
  • Identify trends and anomalies

Top Subscriptions

Your most expensive tools:

  • Ranked by cost
  • Shows percentage of total spend
  • Click for subscription details

Spending by Owner

Who manages the most spend:

  • Useful for accountability
  • Identifies concentration risks
  • Helps with delegation

Filtering Reports

All reports support filtering by:

  • Date Range: Custom periods or presets
  • Category: One or multiple categories
  • Owner: Specific team members
  • Tags: Custom subscription tags
  • Cost Range: Min/max cost filters

Exporting Reports

Export any report as:

  • PDF: For presentations and stakeholders
  • CSV: For further analysis in Excel/Sheets
  • Image: For embedding in documents

Scheduled Reports

Set up automatic report delivery:

  1. Go to Analytics > Scheduled Reports
  2. Click "New Schedule"
  3. Choose report type and frequency
  4. Add recipients
  5. Activate the schedule
Reports are sent as PDF attachments via email.