Can I produce a report detailing the amount of annual mileage claimed?
To view the amount of annual mileage claimed, you should follow these three steps.
- View your own purchases which you have entered by clicking the 'view all' option on the purchases screen:
- Download this information on your purchases, including mileage claims, as a .csv file using the button at the bottom of the page.
- Open the .csv in Excel (or an equivalent spreadsheet programme) and filter by 'claim type' = 'mileage'. The screenshot below shows in Excel where the filter option can be found. (Data tab, Filter, then apply the filter at the top of column D):
The column total will then provide you with an aggregate total of mileage claimed within the specified date range.
Top Tip: You can alternatively ask a user with the role of 'finance user' to run you a report within the search purchases screen. This option is best where either (a) others have entered mileage claims on your behalf and/or you wish to search a date range that spans multiple calendar years. The report generated can similarly be filtered by claim type.