Dashboards, reports & exports

Dashboard and reports turn your budget and cost data into decision-ready answers — from KPI to individual booking in two clicks.

Your personal dashboard

The dashboard is your start page — and personalizable per user:

1. Click Customize.
2. Via Add widget, choose from the catalog: KPIs (Total plan, Actual, Committed, Remaining budget, Forecast, Contract-bound), charts (Plan vs. actual by cost center, Planned budget by category, Monthly cost trend, Top vendors), Cancellation radar, Recent bookings, License cost / month, IT costs per employee and more.
3. Arrange via drag & drop, change width with −/+, remove clutter with ×.
4. Save — or return to the default view with Reset.

Drill-down

Almost everything is clickable: a bar opens the report for that cost center, a category segment filters the report to the category, a month or vendor leads to the matching booking list. From KPI to individual booking in two clicks.

Reports

The Reports module delivers the detailed analysis per fiscal year:

• Plan/actual/committed/forecast per cost center × category with utilization
• Plan vs. actual by category: where are things drifting, where is budget left over?
• Year-over-year comparison: actual costs per category, current year vs. previous year
• Actual costs by month and Top vendors by actual costs
• Filters by cost center and category — also reachable via drill-down from the dashboard; clicking into charts or tables refines the filter down to the booking list

IT costs per employee

The IT costs per employee report under Reports breaks down the total IT costs of a fiscal year across cost centers — and so across the people working there — split into directly attributable and allocated costs.

• Direct costs: per-person license costs (e.g. Microsoft 365, Zoom, Adobe) are attributed to employees directly via their cost center. If a person can be identified across several license sources at once (e.g. the same email address in two license systems), Contrixt counts them only once — no double counting.
• Allocated costs: all other IT costs — contracts, cloud costs, virtual machines, depreciation, and license shares that aren't tied to a person — can't be assigned to an individual. They're distributed across cost centers using a selectable allocation key.

Available allocation keys:

Key	Basis
Employee count	The employee count maintained on the cost center
License users	Number of users detected via license sources per cost center (determined automatically)
Manual weights	A freely assigned weight on the cost center
Even distribution	Split equally across all cost centers with cost allocations

You maintain employee count and weight directly on the relevant cost center; administrators set the active key for the whole tenant under Settings → Finance & taxes.

For each cost center, the report shows direct costs, allocated costs, total costs, and cost per head, plus a total row across all cost centers and a separate figure for unassigned license users (people without a recognizable cost center). The report is also available as a dashboard widget and as the IT costs per employee source in custom exports.

Employee directory

Reports → Employee directory shows the same IT costs not aggregated by cost center, but at the person level. Each employee appears with name, source, grouping value, cost center, their direct license costs (expandable per license) and their share of allocated costs:

• Source: SCIM provisioning and/or license sync (Microsoft 365, Google Workspace, Adobe). If a person can be identified across several sources at once (e.g. the same email address in SCIM and in the license sync), Contrixt automatically merges the accounts into a single person.
• Grouping value: the value of the grouping attribute chosen under Settings → Finance & taxes — you can choose Department (default), Cost center, Division, Organization, Employee number, Location, Company, City, Country or Job title. The values come from SCIM provisioning or, where not available there, from the license sync.

The list is sorted and grouped by the grouping value, each with a subtotal.

Administrators and controlling only

For privacy reasons, the employee directory is restricted to the Administrator and Controlling roles.

The employee directory is also available as the REST resource employee-costs (read-only, see Settings → API keys and REST API) and as the Employee directory source in custom exports — carrying the same privacy notice there.

Cost anomalies

Every month, Contrixt automatically compares the actual costs of every cost center, contract and cloud connection with the average of the preceding months. If the completed previous month deviates significantly from the established pattern — both in percentage and absolute terms — an anomaly finding is created, so you learn about unexpected cost spikes without having to watch every cost center individually.

Depending on configuration, findings appear as an in-app notification, by email, optionally in Microsoft Teams/Slack, and as a webhook event — as well as in the Reports module. There you review the finding and mark it as reviewed once resolved, to remove it from the open list.

Administrators configure activation, the percentage threshold, the minimum amount and the comparison period under Settings → Cost anomaly alerts.

Payment forecast

At the end of the Reports module, the card "Payment forecast (12 months)" shows a month-by-month projection of the coming 12 months — split into contracts (including any stored price increases), license costs, open commitments and planned investments, each with a monthly total plus a grand total across all 12 months. This helps you spot early which months have larger payments coming up.

What-if scenarios

Below the charts in the Reports module, you can run scenarios directly in the browser — purely interactive, nothing is saved.

1. Global adjustment: a slider from −50% to +50% changes all future months of the year at once.
2. Per category: in the expandable section, you can additionally set an individual percentage adjustment for each budget category.
3. Remove/add fixed costs: for a cancelled contract or a new project, enter an amount per month plus the month from which it applies.

Actual months already in the past stay untouched — only future months are adjusted.

The result appears immediately as a chart comparing the base projection with the scenario, month by month, plus the year total delta metric: green means savings, red means additional cost compared to the base projection.

Nothing is saved

The scenario card calculates purely locally in the browser. Reloading the page resets all settings. For a lasting, committed plan, use budget planning instead.

Custom exports

When the standard export isn't enough, build any number of recurring or one-off reports yourself under Reports → Custom exports (top right). The page is reserved for administrators and controlling.

When creating one, you choose:

• Source — what to report on: actual costs, budgets, committed amounts, contracts, investments, IT costs per employee, or employee directory. The source determines the available columns; the Employee directory source is reserved for administrators and controlling and carries a privacy notice.
• Columns with order — tick the columns you want and use ↑/↓ to arrange them in the order they should appear in the file. Remove columns you don't need with ×.
• Format — CSV (Excel-friendly, German format), XLSX (native Excel workbook) or PDF (print-ready).
• Period — the entire data set, the current fiscal year or just the previous month.
• Schedule — Manual (on demand only) or automatically daily, weekly or monthly.
• Recipient — the email address the export is sent to (pre-filled with your own).

Automated exports are sent by email in the morning. Regardless of the schedule, Send now triggers an immediate delivery at any time, or you fetch the file directly via Download. Existing configurations can be Edited or deleted.

Email delivery requires SMTP

Both automated and manual email delivery require your tenant's SMTP access to be configured. Without an outbound mail server, Send now reports an error — but Download still works.

Exports & interfaces

Export	Description
CSV	Budgets, bookings and audit log as CSV in German format (Excel-friendly)
iCal	Cancellation dates as a calendar feed for Outlook & co.
REST API	JSON endpoints for Power BI and other BI tools — with per-data-type read/write permissions

REST API & Power BI

Alongside the exports, Contrixt offers a full REST API — for BI tools like Power BI as well as for integrations with write access where it makes sense. For each API key, administrators set permissions per data type individually (No access / Read / Read + write). In Power BI: Get data → Web, endpoint URL plus key as a header. For details on keys, permissions, the interactive Swagger docs, and the OpenAPI description, see Settings → API keys and REST API.

API keys are credentials

Treat API keys like passwords. If you suspect a compromise: delete the key and create a new one.