What is Drilling Into?

In expense management reporting, drilling into refers to the process of exploring data in greater detail by navigating through layers of information within a report or dashboard. It allows users to move from a high-level overview to more granular levels of data to better understand specific patterns, anomalies, or insights.

For example:

• Starting with total company expenses and drilling into specific departments or cost centers.

• Exploring individual transactions or line items from a summarized expense report.

• Analyzing expenses by category, then drilling into specific merchants or locations.

This functionality is crucial for identifying trends, ensuring compliance, and making informed decisions by uncovering the root causes of the reported figures.