Standard reports in Allocadia Insights

Allocadia ships with standard reports covering plan vs actual, variance, spend-over-time, PO pipeline, and more. Here's what each one shows.

The standard set

Standard reports cover the common finance and operational views marketing teams need. Available titles depend on your account, but most Allocadia tenants include:

• Plan vs Actual — comparison of planned amounts (Target or Line Item total) against mapped Actuals, by Folder, Budget, Activity Plan, Category, or Line Item.
• Variance — the delta between plan and actual, often with YTD and remaining breakdowns.
• Spend-over-time — cumulative spend by month or quarter, charted against planned pacing.
• PO Pipeline — committed vs invoiced vs paid, by hierarchy or vendor.
• Approval Status — PRs in flight, by status and approver, useful for finding bottlenecks.
• Rollover carry-over — unspent amounts eligible for carry-over, if your account uses the feature.

Running a standard report

1. Open Insights from the top navigation.
2. Browse to the dashboard or report list.
3. Click the report.
4. Set filters — FY, currency, hierarchy, or any custom-attribute filters the report exposes.
5. View or export.

Exporting

Most reports support CSV and PDF export. For programmatic access to the underlying data, use the BI Export API (see BI Export API overview — datasets and endpoints in Allocadia).

If a standard report shows wrong numbers

Common causes:

• The FY filter doesn't match the FY the data was imported into.
• Currency filter isn't applied on a multi-currency account (totals inflate).
• A field used by the report isn't configured for analytics (see Why a field isn't appearing as an attribute in GoodData).

Related articles

• The Insights tab in Allocadia — overview and navigation
• Custom reports and MAQL basics in Allocadia
• Enabling and using multi-currency reporting in Allocadia
• The Health Check dashboard in Allocadia