Reporting for your Brex account

Overview

It’s important to keep up to date on your team’s usage of Brex. Under Reports in your Brex dashboard, you can see a snapshot of purchases, reimbursement requests, and policy compliance. Account and card admins can use a variety of tools to help automate processes, increase visibility, and otherwise provide a holistic view of the company’s entire account.

Spend reporting

Spend reports compile card expense and reimbursement details with specific categorization and visual representation. Use them to run real-time spend reports, narrowed down by spend overtime, spend limits, categories, users, merchants, or departments. You can click Reports > Spend in your dashboard to see your personal spend reporting. Managers can also see their direct reports, while admins can see the spend reports of the entire company or specific users. This page can be customized to your liking with different widgets. Some will break down your spend into categories based on how the spend occurred by totalling your card spend, your reimbursement spend, and your entire spend. Other types of widgets include a graph that helps you visualize your weekly spend, a summary of the merchants with which your largest spend occurred, and graphs which break out your spend based on merchant category, budget, merchant, user, and department. At any point, you can click the three dots at the top of a section to edit the specifics of the widget, to customize the exact data you want to capture. You can also click Add widget at the top of the page to create an entirely new data field. Setting a filter at the top of the page means that, regardless of individual widget settings, the page will only return results that fall under the overall search parameters. You can click Save a copy to create a snapshot of your spend report from any given time, which you can view under Reports > Your reports. Clicking Download on either a live spend report or a saved copy lets you export your custom report as an XLSX, CSV, PDF, HTML, or TXT file.

Compliance reporting

PremiumEnterpriseSmart card As an admin, you can monitor compliance in your Brex dashboard via an automatically generated compliance report from Reports > Compliance. To get started with a compliance report, set the filters to specify the expenses you want to see reports for. This can include customizing the date range and filters for the current policy status, users, merchant, category, etc. The report will give you an overview of your compliance standing within the designated time frame. This will include how much spend was deemed non-compliant and what your overall compliance rating is. You’ll also see how many non-compliant expenses were reviewed and your rating for compliance reviews. Lower on the page, all of this data is broken out by either the age of non-compliant expenses, the amount of non-compliant spend from different departments, and the managers overseeing this spend. Interact with these graphs to view the expenses that make up every segment. You can reference this report moving forward to increase compliance among your employees, minimizing effort for yourself or any other designated reviewers. Change the size, location, and types of KPIs and charts, as well as create, edit, clone, and delete the charts found in this report. The reports themselves can also be edited, saved, deleted, or duplicated.

Travel reporting

New for Spring Account admins, card admins, and travel managers can download travel reports for an overview of your employees’ bookings through Brex travel. You can read more in this help article.