Analytics & Spending Reports

Analytics & Spending Reports

Review spending trends, category breakdowns, merchant summaries, and report exports using the current shared Stareceipt reporting surfaces.

Last updated: 2026-06-02

Overview

Stareceipt exposes multiple reporting surfaces, including dashboard-style summaries, statistics pages, and structured report pages. Depending on the current client build, these views can summarize receipts, mileage, merchants, and grouped totals for the active ledger / organisation context.

Navigating to Analytics

Open the reporting or statistics surface exposed by your current client. Shared Web and mobile code both include category and merchant-oriented summary views.

Common analytics views

Current shared analytics and statistics code proves support for views such as:

  • category breakdowns,
  • top merchants,
  • trend summaries,
  • report lists and report detail pages,
  • grouped totals by currency where appropriate.

Charts and panels

Category breakdown

Category-oriented analytics help you understand where money is going across the selected reporting scope.

Spending trend

Trend views help surface spikes, recurring costs, and period-over-period movement.

Top merchants

Merchant-oriented analytics help you spot concentration of spend and recurring vendors.

Filtering the entry list

Analytics and reporting views can usually be narrowed by the filters your client exposes, for example:

  • Category filter — show only one or more categories.
  • Ledger filter — if you have multiple ledgers, switch or combine them.
  • Amount range — filter to entries above or below a threshold.
  • Merchant search — type a merchant name to find all matching receipts.

The exact filter controls depend on the current page and client build.

Printing and sharing snapshots

For spreadsheet-style sharing, export filtered data from Export & CSV. Structured report pages can also be used when your workflow needs a saved reporting artifact rather than an ad hoc chart view.

Tips for better insights

  • Keep categories consistent. If the same merchant is sometimes Dining and sometimes Groceries, your charts will be fragmented. Use category rules to lock merchants to a single category automatically — see Category Rules.
  • Use separate ledgers for separate contexts. A Business Travel ledger and a Personal ledger produce cleaner analytics than one mixed ledger — see Managing Ledgers.
  • Review on a cadence. Pick a weekly or month-end routine so category and merchant anomalies are caught while the data is still fresh.

RECEIPT