Analytics
Spend Details
The Spend Details tab provides access to the raw, transaction-level data underlying all SpendCraft dashboards. It is the primary environment for validating insights discovered in summary views and serves as the foundation for financial audits and deep investigations.
🎯 Purpose
This dashboard provides granular access to your spend data to answer:
- Evidence: What are the specific transactions that constitute our summary totals?
- Validation: Can a high-level trend (like a spend spike) be verified at the invoice level?
- Action: Which specific records require immediate attention or manual correction?
🛠️ What You Can Do
| Action | Description |
|---|---|
| Review transactions | View every individual transaction record in a searchable table format. |
| Validate insights | Confirm findings from summary-level analysis by inspecting line-item descriptions. |
| Support audits | Access the high-fidelity data required for internal or external compliance reviews. |
| Investigate anomalies | Drill into specific records flagged as "outliers" or "low-confidence" elsewhere. |
| Export data | Download filtered transaction sets for offline reporting or ERP reconciliation. |
📋 Typical Data Fields
The Spend Details table typically includes the following core attributes:
| Field | Description |
|---|---|
| Invoice Number | The unique identifier assigned to the invoice. |
| Invoice Date | The date the transaction or invoice was recorded. |
| Vendor | The normalized vendor name for consistent analysis. |
| Description | The raw line-item or transaction description from the source system. |
| Amount | The financial value of the transaction (in reporting currency). |
| Category | The final taxonomy category assigned to the record. |
| Level 1–4 | The full hierarchical path of the classification. |
🔄 Recommended Workflow
To efficiently navigate transaction-level data, follow this progression:
- Filter Early: Apply global or local filters (Category, Date, Vendor) to narrow the data to a manageable segment.
- Review & Validate: Inspect individual records to ensure that the item descriptions match the assigned taxonomy categories.
- Execute Search: Use the global search bar to locate specific invoice numbers or keywords within item descriptions.
- Data Export: Once the relevant records are isolated, export the filtered results for offline analysis.
- Audit Documentation: Document any findings or corrections to maintain a robust audit trail.
💡 Tips for Success
- Performance Optimization: For large datasets, always apply filters before loading the full details view to ensure a faster response.
- Smart Searching: Use the search function to find specific "maverick" purchases by searching for non-standard keywords.
- Prioritize Value: Sort the Amount column in descending order to focus your audit effort on the transactions with the highest financial impact.
- Contextual Audit: Combine this view with the Level 4 Overview to reconcile item-level SKU analysis with raw invoice data.
Next Step: Need to analyze specific product variances? Move to the SKU Details Guide.