How does reporting work with Brex?

Under Reports in the Brex dashboard, account and card admins will find a variety of tools to help automate processes, increase visibility, and otherwise provide a holistic view of your entire account.

Spend reporting

Spend reports compile card expense and reimbursement details with more specific categorization and visual representation. Use them to run real-time spend reports, narrowed down by spend overtime, budgets, categories, users, merchants, or departments.

Compliance reporting

It’s important to make sure that all spend on your Brex cards stays compliant. As an account or card admin, you can monitor this right in your Brex dashboard via an automatically generated compliance report from your Reports page under Compliance.

To get started with a compliance report:

Brex Essentials Use the search bar and or the filters at the top of the page to specify the expenses you want to see reports for. This can include searching by user or merchant, as well as customizing the date range and adding filters such as the type of report.

Brex Plus Set the filters at the top of the page to specify the expenses you want to see reports for. This can include customizing the date range and adding filters, such as the current policy status, users, merchant, category, etc.

The report will give you a snapshot 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 that this spend has occurred under. 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.