Data Fields Available in Emburse Analytics (Explores)

Data Fields Available in Emburse Analytics (Explores)

In Emburse Analytics, reporting objects are called explores. An explore is a set of related fields that returns data for a specific subject area and serves as the foundation for a report.

For example, Emburse Enterprise customers can create reports on expense reports of all statuses by using the Header/Line/Allocation explore.

Some explores return transaction data, like expenses, while others return master or reference data, like person records.

Emburse Enterprise Explores

Module

Explore Name

Access Requirements

When to Use

Admin Audit Enterprise

Admin Audit Changes

Audit analytics access on person record

For an audit trail on changes made to any master data in the system (People, Entities, Allocations, Transactions).

Approval Update Expense

Audit analytics access on person record

Expense module enabled

For an audit trail on changes made to expenses during the approval process. This data is only available in Production.

Invoice Audit Changes

Audit analytics access on person record

Invoice module enabled

For an audit trail on all changes and updates made to an invoice.

PO Audit Changes

Audit analytics access on person record

PO module enabled

For an audit trail on all changes and updates made to a purchase order.

Assurance Enterprise

Expense Assurance

Audit analytics access on person record

Emburse Assurance product enabled

For reporting on Assurance checks on expense receipts, lines, and reports.

Audit Enterprise

Audit Expense

Audit analytics access on person record

Emburse Audit service enabled for Expense

For reporting on auditor actions and comments on expenses for customers utilizing the Emburse Audit service.

Audit Invoice

Audit analytics access on person record

Emburse Audit service enabled for Invoice

For reporting on auditor actions and comments on invoices for customers utilizing the Emburse Audit service.

Combined Spend Enterprise

Combined Spend Summary

Analytics Pro enabled

Both Expense and Invoice module enabled

For reporting on combined spend across both Expense and Invoice.

Emburse AI Enterprise

Expense Folio Metrics

Analytics Pro enabled

Both Expense and Invoice module enabled

For reporting on Emburse AI Folio (Hotel and/or Car Rental) receipt extraction metrics.

Expense OCR Metrics

Expense analytics access on person record

Expense module enabled

For reporting on Emburse AI OCR receipt extraction metrics and how often key fields (date, amount, expense type, and currency) are adjusted by the user.

Expense Enterprise

Accruals

Expense analytics access on person record

Expense module enabled

For reporting on all non-exported expense spend, including eWallet transactions, draft reports and pending reports.

Cash Advance

Expense analytics access on person record

Expense module enabled

To track cash advance balances and applied reports for customers using the piggy bank cash advance method.

Header / Line / Allocation

Expense analytics access on person record

Expense module enabled

For reporting on all expense spend on a report including Draft, Pending, Approved and Exported. This will not include transactions in the eWallet.

Header / Line / Tracking

Expense analytics access on person record

Expense module enabled

For reporting on individual steps of the expense approval process, including who the expenses were assigned to and who approved, returned or reassigned the report. This explore will only include expenses on an expense report.

Transaction

Expense analytics access on person record

Expense module enabled

For reporting on all expense transactions (credit card transactions, travel transaction and OCR receipts). This will include transactions in all states including eWallet (unused), draft, pending and exported. Out of pocket expenses not created from a receipt transaction (ex: per diem, mileage) will not be included in this explore.

Travel Transaction (Travel Merge)

Expense analytics access on person record

Expense module enabled

For reporting on all travel transactions including additional travel transaction and ticket details. This explore will also include expense lines merged by the travel merge functionality.

Invoice Enterprise

Header / Line / Allocation

Expense analytics access on person record

Expense module enabled

For reporting on all invoices including Draft, Pending, Approved and Exported.

Header / Line / Tracking

Expense analytics access on person record

Expense module enabled

For reporting on individual steps of the invoice approval process, including who the invoices were assigned to and who approved or returned them.

PO Request Enterprise

Header / Line / Allocation

Expense analytics access on person record

Expense module enabled

For reporting on all purchase orders including Draft, Pending, Approved and Exported.

Header / Line / Tracking

Expense analytics access on person record

Expense module enabled

For reporting on individual steps of the purchase order approval process, including who the purchase orders were assigned to and who approved or returned them.

PreApproval Enterprise

Header / Line / Allocation

Expense analytics access on person record

Expense module enabled

For reporting on all pre-approvals including Draft, Pending, Approved and Exported.

Header / Line / Tracking

Expense analytics access on person record

Expense module enabled

For reporting on individual steps of the pre-approval approval process, including who the pre-approvals were assigned to and who approved or returned them.

Reference Enterprise

Allocation

Accessible to all analytics users

For reporting on all allocations set up in the Allocation admin screen, including when they were created, closed and all relevant details.

Car Plan

Accessible to all analytics users

For reporting on any car plan configuration(s) set up for the Expense module.

Entity

Accessible to all analytics users

For reporting on all entities and entity types set up in the Entity and Entity Type admin screens, including when they were created, updated and all relevant details.

Failed / Filtered Transactions

Accessible to all analytics users

For reporting on all transactions which have failed to map to a user or were filtered out via rules and remain in the Failed Transactions or Filtered Transactions admin screen.

Image Source

Accessible to all analytics users

For reporting on how images were created across the system. This does not tie back to the expense or invoice and only includes how and when the image was created.

Invoice Customer Address

Invoice module enabled

For reporting on all invoice customer addresses set up in the Invoice Customer Address admin screen, including when they were created, updated and all relevant details.

Invoice GL

Invoice module enabled

For reporting on all invoice GLs set up in the Invoice GL admin screen, including when they were created, updated and all relevant details.

Invoice Tax Code

Invoice module enabled

For reporting on all invoice tax codes set up in the Invoice Tax Code admin screen, including when they were created, updated and all relevant details.

Invoice Vendor / Address

Invoice module enabled

For reporting on all invoice vendors and vendor addresses set up in the Invoice Vendor admin screen, including when they were created, updated and all relevant details.

Item Type

Accessible to all analytics users

For reporting on all item types set up in the Expense Type admin screen, including when they were created, updated and all relevant details.

Person

Accessible to all analytics users

For reporting on all people set up in the Person admin screen, including when they were created, updated and all relevant details.

Person (Entitled Users)

Accessible to all analytics users

To capture how many active users were set up in a given month. This is for billing validation for customers set up on the Entitled Users subscription model.

Emburse Professional Explores

Module

Explore Name

Access Requirements

When to Use

Audit Professional

Audit Actions

Emburse Audit Plus service enabled for Expense

User Role is Accountant, Manager or Executive

For reporting on auditor actions and comments on expenses for customers utilizing the Emburse Audit service.

Certify AP Invoice

Header / Line

AP module enabled

Emburse Analytics permission enabled under AP user / role

For reporting on all invoices including Draft, Pending, Approved and Exported.

Certify AP PO

Header / Line

PO module enabled

Emburse Analytics permission enabled under AP user / role

For reporting on all purchase orders including Draft, Pending, Approved and Exported. This explore also includes requisitions and packing list details.

Dimension Professional

Employee

User Role is Accountant, Manager or Executive

For reporting on all employees set up in the system, including when they were created and all relevant details.

General Ledger

User Role is Accountant, Manager or Executive

For reporting on all general ledger dimensions set up in the system.

Expense Professional

Credit Card Transactions

Expense module enabled

User Role is Accountant, Manager or Executive

For reporting on all credit card transactions, including both used and unused transactions. This will also include any relevant expense details for those that have been added to an expense report.

Expense Lines

Expense module enabled OR Invoice Classic module is enabled

User Role is Accountant, Manager or Executive

For reporting on all expense spend on a report, including Draft, Pending, Approved and Processed. This will not include unused transactions.

Spend Request Professional

Spend Requests

Spend Request module enabled

User Role is Accountant, Manager or Executive

For reporting on all spend requests, including Draft, Requested, Approved and Archived. This will also include linked expense report details for spend requests that have been applied to an expense report.

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