Can custom spend reports be saved and scheduled for automatic delivery to stakeholders?
Short answer
Yes, most modern spend management platforms let you create custom reports, save them for reuse, and schedule automatic email delivery to stakeholders on recurring cadences like daily, weekly, or monthly.
On Ramp, you can build custom reports with specific filters and views, save them for future use, share live reports with other admins and bookkeepers, and schedule automated CSV exports to be sent to anyone in your Ramp instance on a recurring basis.
How custom reports work on Ramp
Ramp's reporting system includes three key capabilities for custom spend analysis:
Custom reports
Create personalized dashboards and reports that show exactly the data you need. Filter by department, category, vendor, time period, payment type, or any combination of dimensions. Save these views so you can access them instantly without rebuilding filters each time.
Shared reports
Share live reports with other admins, bookkeepers, or owners at Ramp. Any edits you make to the report automatically sync to everyone you've shared it with. Shared reports respect visibility permissions, so you can only share with users who have admin, bookkeeper, or owner roles.
Scheduled exports
Set up automated CSV exports that send on a recurring cadence to anyone in your Ramp instance. You can schedule both aggregated summaries and raw transaction-level data. Note that scheduled exports do not respect role permissions: recipients receive the full dataset regardless of their access level, even if their role would not normally grant them access to that data.
Setting up scheduled exports
To schedule automatic report delivery, navigate to the report view you want to automate (Transactions, Bills, Reimbursements, or a custom report) and look for the export or download option. From there, you can select scheduling options including:
- Your preferred cadence (daily, weekly, monthly)
- Recipients from your Ramp instance
- Data format (aggregated or raw)
The CSV will be delivered automatically via email according to your schedule.
Using Reporting Agent for ad hoc analysis
For quick, conversational reporting, use Ramp's Reporting Agent. Ask questions in plain English like "Which vendors increased 30%+ this quarter vs last?" and instantly receive charts and insights. You can save these AI-generated reports and share them with teammates based on permissions.
Best practices
- Save frequently used report views so stakeholders can access live data anytime without waiting for scheduled exports.
- Use scheduled exports for regular stakeholder updates (monthly board reports, weekly department summaries).
- Customize export fields in "Export settings" to include only the columns stakeholders need.
- Share live reports with finance team members who need real-time access rather than static snapshots.
- Combine scheduled exports with shared reports to give different stakeholders the format they prefer.
- Exercise caution when scheduling exports to ensure recipients should have access to the full dataset, as scheduled exports bypass normal role-based visibility restrictions.
Related questions
Yes, modern spend management platforms allow you to filter reports by card program, spend category, department, merchant, employee, and other dimensions to isolate specific spending data rather than viewing all company expenses at once.
Read moreManagers with the Manager role oversee their team's transactions and receive spend and limit alerts and insights, but do not have company-wide spend visibility or access to admin and settings functions. They see real-time transaction visibility, approval queues, and budget tracking for their direct and indirect reports without accessing company-wide financial data or administrative settings.
Read moreYou can export transaction-level details, aggregated spend by category and department, budget versus actual data, vendor analytics, approval workflows, receipt metadata, GL coding, and multi-dimensional categorization. Exports are primarily available as CSV, with data also accessible via API connections to data warehouses and BI platforms.
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