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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.

You don't need to switch between company accounts or download reports one by one.

Before you start: Group View is available to Super Admins, Admins and Accountants who have that role in 2 or more companies on Pemo, when all those companies are on the Enterprise plan. Group View is on the web app only, not the mobile app.

Statements

The Statements page lists wallet statements for every company in your Group View.

In Group View, statements are listed per company, and you can also download statements for all your companies together in bulk.

View statements

  1. Select your company name in the top-left corner, then select Group View.

  2. Select Statements in the left sidebar.

  3. Expand a 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. Select Statements in the left sidebar of Group View.

  2. Expand the company.

  3. Find the statement you need.

  4. Select the download icon.

To download statements for all selected companies, select Download all at the top of the Statements page. Pemo generates a separate statement file for each selected company.

Note: Download all only includes companies 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 and the 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 the Donut chart, Column chart and Table view.

Explore spend in more detail

The Top Merchant Categories, Top Merchants and Top Spenders charts combine data from all selected companies.

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

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

Team and card-level insights

The Top Spending Teams and Top Spending Cards charts remain company-specific and aren't combined across the group. Each row shows the company it belongs to.

Note: To view individual expenses, open the relevant company workspace. Expense-level drill-down isn't available from Group View Analytics.

Export analytics

You can export the spend data shown in Group View Analytics.

  1. Select Analytics in the left sidebar of Group View.

  2. Choose the companies with the Companies filter and the period with the date filter at the top.

  3. Select Export. Pemo prepares and downloads the 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 and statements update automatically, and downloads only include selected companies.

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

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

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