The spend insights page provides an overview of the spending trends across your business. This data is shown as a line or bar graph. Filter the data by time period to further customize what’s displayed.
The spend insights page is available to admins only.
Change the type of graph
You can view the data in the form of a line or bar graph. To switch between the graphs, select the View as line graph button.
Repeat the same step to switch the data back to a bar graph.
Customize the date range and time period
You can choose a specific date range you’d like to see spend data for.
The date range you can select includes:
This year: Includes data from January 1 to December 31 of the current calendar year.
This quarter: Includes data from the quarter of the current month.
This month: Includes data from the 1st to the last day of the current month.
This week: Includes data from all days of the current week (including Saturday and Sunday).
Custom range: Select your own date range.
Time period defines the x-axis of the table.
The time periods you can choose from include:
Daily: Data by day for the chosen dates.
Monthly: Data by month for the chosen date range.
Quarterly: Data by quarter (3 months) of the chosen date range.
Hover over the graph columns or lines to know the exact dollar amount at that point on the chart.
If you need further assistance with the spend insights chart, contact our support team at support@capitalone-fylehq.com.