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How does real-time spend reporting work on ITLX?

See exactly what your company has spent on branded merchandise in real time — and export a CSV or PDF whenever you need to.

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Written by Imaan Ashbury
Updated this week

ITLX real-time spend reporting shows your company's branded merchandise spend live on your dashboard — with the ability to filter by date range, filter by team member, and export to CSV or PDF in one click. It is one of three features that make ITLX unique in the South African market.

What you can see on the dashboard

  • Total company spend over the last 30 days (default view)

  • Custom date ranges

  • Spend by team member

  • Orders grouped by pipeline status (Quoted, Production, Delivered, and more)

  • Live updates — no waiting for a monthly invoice reconciliation

How to export spend to CSV or PDF

  1. Log in to ITLX

  2. Open your Dashboard

  3. Set the date range and any filters you need

  4. Click Export and choose CSV (for Excel / finance) or PDF (for sharing)

See how to export your data for the full step-by-step.

Why real-time spend reporting matters

Most merchandise suppliers in South Africa only surface spend once a month via PDF statements. With ITLX, procurement, finance, and marketing teams can check live spend anytime — which makes budget tracking, BBBEE spend evidence, and end-of-month reconciliation faster.

Frequently asked questions

Can I see spend per team member?

Yes. The dashboard breaks spend down by the user in your workspace who placed the order.

Can I export spend for a full financial year?

Yes. Set the custom date range to cover your financial year and export to CSV or PDF.

Are subscription fees and merchandise spend shown separately?

Yes. Orders and subscription fees appear separately so you can reconcile merchandise spend against procurement budgets without distortion.

Still have questions?

Chat with us using the icon in the bottom right, email [email protected], or WhatsApp +27 63 782 4536.

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