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How to use Analytics and Statements in Group View?

The Analytics and Statements pages help you understand what's happening across all your companies from one place.

No switching between company accounts. No downloading reports one by one.

Statements

The Statements page gives you quick access to wallet statements for every company in your Group View.

Each company's statements remain separate and are never combined.

View statements

  1. Open Group View

  2. Click Statements from the left navigation

  3. Expand any company to view its available statements

  4. Use the date filter to select the period you'd like to review

Download statements

You can download statements individually or in bulk.

To download a single statement:

  1. Expand the company

  2. Find the statement you need

  3. Click the download icon

To download statements for all selected companies:

  1. Click Download all at the top of the page

  2. Pemo will generate a separate statement file for each selected company

💡 The Download all button only includes companies currently selected in your company filter.


Analytics

The Analytics page brings together spend insights from all selected companies, helping you understand spending patterns across your group.

Spend overview

At the top of the page, you'll find a spend chart showing how total spend has changed over time across your companies.

Each company is represented by a different colour so you can easily see its contribution to overall spend.

You'll also see:

  • Total spend for the selected period

  • Total spend for the previous period

  • Percentage change compared to the previous period

Top Spending Companies

The Group View includes a dedicated Top Spending Companies chart that highlights how spend is distributed across your companies.

You can switch between:

  • Donut chart

  • Column chart

  • Table view

Explore spend in more detail

The following charts combine data from all selected companies:

  • Top Merchant Categories

  • Top Merchants

  • Top Spenders

Clicking a merchant or category automatically filters the rest of the page, helping you understand where that spend is coming from across your companies.

💡 Active filters appear as badges above the charts and can be cleared at any time.

Team and card-level insights

Some charts remain company-specific and are not combined across the group.

These include:

  • Top Spending Teams

  • Top Spending Cards

Each row clearly shows the company it belongs to.

📌 To view individual expenses, open the relevant company workspace. Expense-level drill-down is not available from Group View Analytics.

Export analytics

To download your spend data:

  1. Click Export in the top-right corner

  2. Select your preferred export options

  3. Download your report


Using the company filter

The company filter is available across both Analytics and Statements.

Use it to choose which companies you want to include in your view.

When you update the filter:

  • Charts update automatically

  • Statements update automatically

  • Downloads only include selected companies

Your selection is saved automatically and restored the next time you visit.

💡 On your first visit, all eligible companies are selected by default.

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