What is Drilling Down?

Drilling down in the context of expense management reporting refers to the process of diving deeper into specific data points or categories from a higher-level summary. It allows users to break down aggregated data into more detailed and specific views to uncover insights or identify patterns that were not obvious at first glance.

For example:

• Starting with a high-level expense report and drilling down to see detailed line items or individual transactions.

• Analyzing total expenses by department and drilling down to view the expenses by cost center within that department.

• Looking at overall spending trends and drilling down into a particular time period (such as a specific month or quarter) to see what drove the changes.

Drilling down helps users gain a deeper understanding of their data by providing more detailed, actionable insights that can lead to better decision-making, cost control, and policy adjustments.