Cost Expense Report
Overview
The Cost Expense Report section in the admin portal allows administrators to monitor, manage, and report on expenses, credit balances, and usage spending for their clients. The report provides insights into the cost projections, remaining credit days, and balance reports of clients. There are two main tabs in this report: Expense Projection Report and Usage Spend & Balance Report.
Expense Projection Report
The Expense Projection tab provides a projection of client expenses based on their current usage trends and remaining credit days. It helps predict when a client may run out of credit based on the current expense rate.
1. Navigation :
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Login into the admin portal.
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Navigate to the Reports section by clicking on the Reports icon in the portal menu.
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Select the Cost Expense Report link to generate Cost Expense Report.

2. Select the Expense Projection Report Tab :
- In the report section, click the Expense Projection Report tab.
3. Select Client Email :
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All Clients: This option generates a report for all clients.
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Particular Client: Select a specific client’s email to generate the projection report for that client.
4. Select Remaining Credit Days :
- Choose a condition for the credit days by selecting either Greater, Equal, or Lesser than the value you will input.
5. Add the Credit Days Value :
- Input the value for the remaining credit days to set the parameter. For example, you may want to see clients with less than 10 remaining credit days.
6. Click Generate :
- Once all criteria are selected, click the Generate button to create the expense projection report.

7. Download Report :
- After generating the report, the admin can download it as a PDF or XLSX file.

- The report will contain details about projected expenses based on the client’s remaining credit days.
Usage Spend & Balance Report Tab
The Usage Spend & Balance Report tab provides a breakdown of how much the client has spent on usage and their remaining credit balance. This report helps in tracking how quickly clients are consuming their balance and can be used to identify clients who need to top up their accounts.
1. Navigation :
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Login into the admin portal.
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Navigate to the Reports section by clicking on the Reports icon in the portal menu.
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Select the Cost Expense Report link to generate Cost Expense Report.
2. Select the Usage Spend & Balance Report Tab :
- Click on the Usage Spend & Balance Report tab to access this feature.
3. Select Client Email :
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Similar to the Expense Projection tab, you can choose to:
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Select All Clients: Generate a report for all clients.
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Select Particular Client: Choose a specific client’s email address to generate the report for that client.
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4. Select Remaining Credit Days :
- Choose Greater, Equal, or Lesser to filter clients based on the remaining credit days in relation to the value you will input.
5. Add the Balance Value :
- Input the balance value for filtering. For example, you may want to see clients with a balance less than a specific amount.
6. Click Generate :
- Once the client and balance criteria are selected, click the Generate button to create the report.

7. Download Report :
- The admin can download this report as a PDF or XLSX file.

- The report will include details about the client's usage spending, remaining credit balance, and how it compares with their total balance.