I. About The Feature
When processing income and expenditure statistical reports, financial personnel need to export approval records to process expenditure amounts, which is time-consuming and laborious, and business owners cannot view the data at any time.
The Approval App provides a [Data Statistics] feature. Administrators can view the Statistical Kanban in [Mobile/Computer - Workspace - Approval app - Data Statistics]. This feature is designed to help enterprises automatically and in real-time collect statistical data (such as total payment amount, payment amounts calculated by expense categories, etc.), thereby improving enterprise management efficiency.
Tip:
1. Only super administrators, hierarchical administrators with approval permissions, approval app owners, and template assistance managers with request record permissions can view and use the data statistics feature.
2. Each administrator can only view the corresponding Statistical Kanban for “Templates for which they have request record management permissions”. If an administrator does not have permission to view request records for the template, they cannot view the corresponding Statistical Kanban.
3. Currently, only approval forms in the “Approved/in review/paid” statuses are included in the statistics.
II. Add Statistics Kanban
1. Select the Template to Be Statistically Analyzed
1) Add Kanban: Administrators can click [Add Statistical Kanban] to select the approval templates for which statistics are needed
2) Edit Kanban: If the Statistical Kanban already exists, administrators can click “… in the upper right corner of the Kanban - Edit” to enter the edit page of the corresponding Kanban.
2. Select the Fields to Be Statistically Analyzed
Administrators can choose the fields to include in the statistics. Currently, only [Amount, Number, Formula] type widgets within the template are supported.
After selecting the statistical fields, statistical charts will be automatically calculated and generated based on the corresponding widget data in the approval documents. Currently, [Digital Card - View Total Sum] and [Pie Chart - View Distribution] are supported. Administrators can modify the [Statistical Categories] of the pie chart.
3. Save Statistics Kanban
Click [Save] at the bottom to complete the addition successfully. Administrators, app owners, and approval template co-administrators with permissions for this approval template within the enterprise can all view this statistical Kanban.
III. View Statistics Kanban
1. Filter by time and department
The Kanban defaults to using the corresponding approval forms submitted within the [current natural month] across the [entire enterprise] to calculate and display statistical results. Administrators can filter by time and department.
Note: If you select “Custom Range”, the interval between the start and end time should not exceed 180 days.
2. View Digital Card Details (View the Total Number)
Administrators can click on the digital card to enter the detail page, where all document details included in the statistics will be displayed.
3. View Pie Chart Details (View Distribution)
- Administrators can click on the pie chart to enter the detail page, where they can zoom in to view the sum of data and proportions for each category (e.g., reimbursement amounts and proportions of each department, payment amounts and proportions of each expense type).
- They can also click on sub-pies to expand the list of document details and view specific approval forms.