πŸ”ŽHow to customise your Analytics views

Analytics gives you the flexibility to view data your way. Each section of Analytics can be displayed as a pie chart, bar chart, or table view.


Switching Between Views

  1. Open the Analytics dashboard.

  2. Navigate to the section you want to customise (e.g., Top Merchants).

  3. Click the 3-dot menu in the top-right corner of that view and select Chart type

  4. Select your preferred view:

    • Pie chart β€” shows proportions of spend across categories.

    • Bar chart β€” great for ranking and comparing.

    • Table β€” lists exact figures in detail.


When to Use Each View

  • Pie chart: Best for visualising distribution (e.g., which merchant categories make up most of your spend).

  • Bar chart: Best for comparing values side by side (e.g., which team spends more month to month).

  • Table view: Best for precise reporting and exporting detailed lists.

Pemo Power Tip: When customising your view you can switch views anytime without losing your filters. For example, filter spend by a single category and then flip between pie, bar, and table views to see it from different angles.

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