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How to create reports for requests pending approval

Updated over 2 months ago

In ApprovalMax, you can create reports showing all requests Awaiting Approval by a particular person.

Important note: Reports are only available to users with the Administrator or Auditor role.

This is how you create such a report

  • On the Reports page, click on the +NEW REPORT button:

  • Activate the request type checkbox for Bill and click on NEXT:

  • Specify the filters
    Status: On Approval (all pending approval requests)
    Waiting for: select the person who is currently the responsible Approver (the report will show all Bills waiting to be approved by this person)
    and click on NEXT:

  • Select the columns you want to be visible and click on NEXT:

  • Finally, name your report and click on CREATE:

  • You'll now see all outstanding Bills awaiting the approval of the specified user:


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

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