> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PEX Spend Analytics

> **PEX Spend Analytics** provides insights on your company's PEX spend including spend over the current vs. prior month, your top merchants and MCC codes, and more.

## Accessing app

To access the app:

<Steps>
  <Step>
    Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/?utm_source=support)
  </Step>

  <Step>
    Navigate to [Apps > Available](https://dashboard.pexcard.com/apps/available?utm_source=support)
  </Step>

  <Step>
    Locate **PEX Spend Analytics**.
  </Step>

  <Step>
    Click **More info** > **Install** > **Launch**.
  </Step>
</Steps>

## Selecting your report

From the dropdown, select the report you wish to view and click launch. View details below on each report.

## Cardholder spend

The Cardholder spend report displays an overview by cardholder. Here you can see the following information:

1. Total cardholder spend over the past 2 months.
2. Last 4 digits, the total amount, total # of transactions and average spend in the current month.

Click on the export filter at the top to filter the report by date or export to Excel.

<Frame>
  <img src="https://mintcdn.com/pextest/BOX7grb6sbwuqywO/images/administrator-guide/pex-spend-analytics/image-1.png?fit=max&auto=format&n=BOX7grb6sbwuqywO&q=85&s=89bb3f733a58dddda3e628aafa9f785b" alt="" width="1811" height="356" data-path="images/administrator-guide/pex-spend-analytics/image-1.png" />
</Frame>

## Total spend

The Total spend report displays an overview of your PEX spend for the current and prior month. Here you can see the following information:

1. Total spend and % compared to the prior month
2. Last month spend
3. \# of transactions
4. The amount and merchant for your largest purchase
5. Total spend year to date (YTD)
6. Total spend over month
7. Total spend last 4 weeks

Click on the export filter at the top to filter the report by date or export to Excel.

<Frame>
  <img src="https://mintcdn.com/pextest/BOX7grb6sbwuqywO/images/administrator-guide/pex-spend-analytics/image-2.png?fit=max&auto=format&n=BOX7grb6sbwuqywO&q=85&s=a96a43d6163e65637e0a503d19240e96" alt="" width="1817" height="918" data-path="images/administrator-guide/pex-spend-analytics/image-2.png" />
</Frame>

## Merchant spend

The Merchant spend report displays an overview of your spend by merchant category for the current month. Here you can see the following information:

1. Spend by merchant category (sorted descending)
2. A table of merchants including total amount, total transactions and average spend.

Click on the export filter at the top to filter the report by date or export to Excel.

<Frame>
  <img src="https://mintcdn.com/pextest/BOX7grb6sbwuqywO/images/administrator-guide/pex-spend-analytics/image-3.png?fit=max&auto=format&n=BOX7grb6sbwuqywO&q=85&s=5ac67d0d7c9ea694a05377cb0806b751" alt="" width="1817" height="918" data-path="images/administrator-guide/pex-spend-analytics/image-3.png" />
</Frame>

## MCC spend

The MCC Spend report lists the merchant categories that your business has purchased using your PEX card over the past month. Here you can see the following information:

1. Spend by MCC Name & Code (including % of your total spend and dollar amount)

Click on the export filter at the top to filter the report by date or export to Excel.

<Frame>
  <img src="https://mintcdn.com/pextest/BOX7grb6sbwuqywO/images/administrator-guide/pex-spend-analytics/image-4.png?fit=max&auto=format&n=BOX7grb6sbwuqywO&q=85&s=fcb5d69c95978a704c61a10b7b505573" alt="" width="1817" height="918" data-path="images/administrator-guide/pex-spend-analytics/image-4.png" />
</Frame>

## FAQ

<AccordionGroup>
  <Accordion title="How frequently does the data update?">
    Your spend information is updated 4 times a day.
  </Accordion>

  <Accordion title="How far back does the data go?">
    Data is visible from January 1, 2022.
  </Accordion>

  <Accordion title="What type of transactions are included in these calculations?">
    The totals include settled transactions only. Pending transactions are not included.
  </Accordion>

  <Accordion title="What type of exports are available?">
    All charts are exportable to Excel. Simply navigate to the Export button on the top bar.
  </Accordion>

  <Accordion title="Can I view spend across all of my PEX accounts?">
    At this time, you can only view analytics for an individual account. We are working to add this across multiple accounts in the future.
  </Accordion>
</AccordionGroup>

For any questions related to Spend Analytics including any other information you would like to see, please email [appsupport+spendanalytics@pexcard.com](mailto:appsupport+spendanalytics@pexcard.com)