Next User Type: Admin
J.P. Morgan Next's spend Insights page lets you see and review your company spending in real time. This helps keep you on top of abnormal spend, keep your team accountable, and can help forecast future spending. Here’s how to get the most out of your new page.
You can also find a separate Insights page that includes your personal spending information.
Navigate Insights from the mobile app
In the Next Navigation Bar, tap Insights
If the Insights icon is not in your Navigation Bar, tap More, then tap Insights
The Insights page displays data for budgets and spending in your account
To filter the data displayed in Insights, tap the Filter icon
You can filter by budgets, cards, merchants, and custom categories
To apply your filters, tap Apply
To adjust the date range for page, tap a date button
You can filter the Insights page by current month to date (MTD), last 12 months, or all time
The Insights page displays the total spend amount, a spend graph, and the top budgets for the time period selected
To display details for a budget, tap the budget
The Budget Insights page displays the spend amount for that budget and the top merchants within the budget
All spend amounts reflect the time period filter selected on the main Insights page
To open the budget, tap View budget
Navigate Insights from a web browser
In the Next Navigation Menu, select Company
Select Insights
The Insights page is divided into the Company Spend Graph and Company Spend Summaries
Company Spend Graph
You can modify the information displayed in the Company Spend Graph by date and filters.
To select the time period you wish to display, select the Time drop-down menu
You can display your company spend for this month, the last 12 months, this year, or all time
To select a custom date range, select the Custom button.
To filter your spend graph, select +Add filter
You can filter by budget, card, users, merchants, or custom categories you have created
Any applied filters will show up as tiles below the filter button
To remove a filter, select the Remove icon next to the filter
The graph displays the total amount spent and number of transactions for the time period
If you selected the This Year date filter, you can display quarterly spend data by selecting the View By Quarter toggle button
To compare insights from the current time period to the last time period, select the Compare toggle button
For example, if you display data from this year, you can compare that data to data from the previous year
To display a detailed summary of Insights data, hover over any bar on the graph
Note: Any filters or time period changes you make in the Company Spend Graph affects the data throughout the rest of the page.
Top Spend Summaries
This table shows the top spending budgets, merchants, users, and more. Use this as a snapshot to see where you’re spending the most money. This table is dynamic and will adjust to whatever filters you have chosen in the Spend Graph.
To display your top ten spending budgets, select the Budgets tab
To display a list of the ten merchants where you spent the most money, select the Merchants tab
To display the top ten highest spending users in your company, select the Spenders tab
To add additional tabs based on custom fields in your account, select the Add tab link
The Spend Summaries table displays the name of the budget, merchant, spender, category, etc, the spend amount, the percentage of the total spend, and the total number of transactions for the selected item
For example, if you have filtered the Insights to the current month, a percentage of 14% would indicate 14% of the total spend for that month
The table also displays the total number of transactions for the selected item
To download the full list of data for the table, select the Download icon
Share Insights Report
To share a report of your company Insights page, select Share
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