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How are Expenses reflected in reporting?

Updated over 2 months ago

Users with the Administrator or Auditor role have access to a reporting tool. They can set up new reports to suit their needs.
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This is how you create a custom report

  1. On the Reports page, click on the NEW REPORT button:​


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  2. On the first screen, select "Expense" and click on NEXT:​

  3. On the next screen, specify the filters and click on NEXT:​

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  4. On the following screen, you can select the columns you want to be visible:​


    When ready, click on NEXT.​
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  5. On the final screen, name your report and click on CREATE:​

  6. You'll now see all Expenses according to the filters you've set via the second screen:​


    Such reports can be scheduled, printed or downloaded as a CSV file.






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