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.

Several standard report field labels use linked-label names, including Report ID (with links), Unique Line Item ID, Invoice ID, PO Receipt ID, PO Req ID, and PA Report ID. Count drill fields also include the link fields required for these reports.

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.

Emburse Spend Explores

Module	Explore Name	Access Requirements	When to Use
Expense Spend	All Card Transactions	User Role is Admin or Manager	For reporting on card accounts and all card transactions, including both expensed and new transactions.This will also include any relevant expense details for those that have been expensed.
	Expense Insight	User Role is Admin or Manager	For reporting on all expenses, including New, Denied, and Approved.This will not include new transactions.

Data Fields Available in Emburse Analytics (Explores)

Emburse Enterprise Explores

Emburse Professional Explores

Emburse Spend Explores

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