Getting answers from your data shouldn't require extra effort.

Whether you're reviewing reimbursement trends, tracking program performance, or looking for unusual activity, having access to the right information helps you make better decisions and spend less time building reports.

That's we’ve expanded access to Cardata Intelligence reporting essentials, giving every customer access to enhanced reporting capabilities directly within the Cardata Portal. With flexible dashboards, custom reports, built-in insights, and powerful filtering tools, it's now easier to explore your data and focus on the metrics that matter most to your business.

What Changed?

All customers now have access to the core reporting capabilities included in Cardata Intelligence Reporting Essentials.

These tools make it easier to access, analyze, and organize your program data without needing to build reports manually outside the platform.

Flexible Dashboards

Cardata Intelligence includes intuitive dashboards designed to help you quickly understand what's happening across your reimbursement program.

You can:

• View report tiles and detailed data tables in a single dashboard
• Drill into reports for deeper analysis
• Download reports as PDF, Excel, or CSV files
• Present reports directly within the platform
• Identify unusual trends with built-in anomaly detection

Dashboard Customization

Every organization tracks success differently.

That's why Cardata Intelligence allows you to customize dashboards to fit your needs.

You can:

• Apply filters to focus on the data most relevant to your team
• Customize report formats and visualizations
• Create custom dashboard tabs
• Save filtered views for repeatable reporting workflows

Custom Report Builder

Need something more specific?

The Custom Report Builder gives you the flexibility to create reports tailored to your business.

You can:

• Build reports from scratch using point-and-click field selection
• Modify existing reports to meet changing requirements
• Pin reports directly to your dashboard
• Display information in tables, charts, and other visual formats
• Create advanced calculations using in-portal formulas

Additional advanced reporting capabilities are also available. Contact your Customer Success Manager to learn more.

Why Does It Matter?

Good decisions start with good visibility.

But for many administrators and managers, finding the information they need often means exporting data, building spreadsheets, or requesting reports from someone else.

Cardata Intelligence helps remove those extra steps. Instead of spending time gathering information, you can spend more time understanding what it's telling you.

With customizable dashboards, flexible reporting tools, and built-in insights, it's easier to monitor key metrics, spot trends, and identify unusual activity before it becomes a larger issue.

The result is a clearer picture of how your program is performing and greater confidence in the decisions you make.

How Does This Help You Do Your Job?

Managing a vehicle reimbursement program involves a lot of moving parts.

Whether you're responsible for reimbursements, compliance, budgets, operations, or driver activity, having quick access to accurate information makes your job easier.

With Cardata Intelligence, you can build views around the metrics that matter most to your team, save them for future use, and return to them whenever you need answers.

Instead of working through spreadsheets or manually organizing data, you can:

• Monitor program performance more easily
• Track key reimbursement and mileage trends
• Investigate unusual activity faster
• Create reports tailored to your team's needs
• Share insights with stakeholders more efficiently

All from within the Cardata platform.

Better Visibility, Better Decisions

The more clearly you can see your program, the easier it is to manage.

By making the Cardata Intelligence essentials available to all customers, we're giving administrators and managers more control over their data and greater flexibility in how they use it.

Whether you're monitoring day-to-day activity or evaluating long-term program performance, you now have more tools to explore your data, uncover insights, and make informed decisions with confidence.