1. Check the period selector
The most common cause is an incorrectly configured period. The period selector can be found at the top left in Spend Analytics. The first column indicates the year, while the second and third columns indicate the from and to month.
A setting of 2023 - 1 - 12 displays the data from January through December 2023. Check whether the selected period corresponds to the period for which data was imported.
2. Check the roles of the user account
2.1 No Spend data visible – the left-hand menu is empty
This is almost always caused by an incorrect role configuration. The Spend Category User role cannot be combined with other Spend roles. Ask the internal ISPnext administrator to remove the Spend Category User role from the account and leave only the Spend Viewer and, if applicable, Spend Moderator roles active.
The Spend Category User role can only be used when categories are linked to the user account and no other Spend roles are active.
2.2 Only data from certain categories is visible
This means that the internal administrator has set category restrictions on the account. Contact the internal ISPnext administrator to adjust the category restrictions.
3. Missing data in the environment
Is the period correct and are the roles configured correctly, but is no or incomplete data still visible? In that case, the cause may lie in the processing of the data or data that has not been supplied. Create a support ticket so that the situation can be investigated.
4. Summary
- First check whether the period filter corresponds to the period for which data was imported.
- The Spend Category User role cannot be combined with Spend Viewer or Spend Moderator.
- Category restrictions on the account mean that only data from certain categories is visible.
- If data is still missing after the checks above, create a support ticket.
This guide provides general information for ISPnext customers. The exact setup, permissions and configuration may vary by environment. Involve an implementation consultant where necessary.