Reports
The Reports page gives you deeper analytical tools than the dashboard summary cards. Use it to identify trends, prepare audit evidence, and share fraud-detection performance data with stakeholders.
Charts
Risk Score Distribution
A histogram that groups all invoices by risk score bucket. You can toggle between:
- Count view — raw number of invoices in each bucket
- Percentage view — proportion of total volume in each bucket
This chart is useful for validating that your thresholds are well-positioned. The auto-clear threshold and high-alert threshold are overlaid as vertical reference lines so you can see exactly how your scoring maps to your workflow.
Invoices Over Time
A time-series chart showing daily invoice volume. Two lines are plotted:
- Total invoices received (all invoices entering the system)
- Flagged invoices (invoices that exceeded the auto-clear threshold)
Hover over any data point to see the exact count and date. You can zoom into a specific range by clicking and dragging across the chart.
Top Flagged Vendors
A ranked bar chart showing which vendors have the most flagged invoices in the selected period. Each bar displays:
- Vendor name
- Number of flagged invoices
- Average risk score for that vendor
A vendor appearing repeatedly in this chart does not necessarily indicate fraud. It may reflect incomplete vendor data, frequent bank detail changes, or invoice formatting issues that trigger OCR confidence rules. Investigate before drawing conclusions.
Date Range Filtering
All report charts respect a shared date range selector. Choose from preset ranges (7 days, 30 days, 90 days) or define a custom start and end date. The maximum range is 365 days.
Changing the date range reloads all charts simultaneously.
CSV Export
Every report chart supports CSV export. Click the Export CSV button in the top-right corner of any chart to download the underlying data.
Exported CSV files include:
| Chart | Columns in Export |
|---|---|
| Risk Score Distribution | score_bucket, invoice_count, percentage |
| Invoices Over Time | date, total_invoices, flagged_invoices |
| Top Flagged Vendors | vendor_name, flagged_count, avg_risk_score |
For a full data export of all invoices, vendors, and audit logs, use Settings > Organization > Data Export instead.
Bulk Export
You can also export all charts at once by clicking Export All at the top of the Reports page. This produces a ZIP file containing one CSV per chart, named with the date range for easy filing.
Exported files may contain sensitive vendor and invoice data. Handle them according to your organization's data-handling policies.