How to access the reporting function in ApprovalMax
Reports allow you to review pending and completed approvals, detect potential fraud and generate customised reports tailored to your organisation’s specific needs.
Important note: The Reporting feature is only available to Administrators and Auditors.Learn more about how you can assign a new role to a user here.
- In the main menu, select your Organisation. Under Reports, open a high-level (Request reports) or item-level report (Line Item reports):
Please Note: For Stand-alone Organisations not connected to an accounting system, only Request reports are available because Stand-alone requests do not have Line Items.- There are default reports already available, which can be adjusted if required:
- However, you also have the option to create your own report with filters that reflect your particular needs by clicking +NEW REPORT
- Click on the New Report button on the Reports page:
- In Step 1, select the request type(s) for which you want to create a report - in the example below we're creating a Bill workflow report - then click on NEXT:
- In Step 2, apply the required filters based on your reporting needs, then click on NEXT:
- In Step 3, select the columns you want to include by activating the corresponding checkboxes, then click on NEXT:
- Enter a Report name and click on CREATE:
- Finally, save your changes:
After creation, reports can be:
Renamed:
Exported to a CSV file:
Printed:
Deleted:
Copied and saved as a new report:
Edited (update filters, fields or columns):
You can sort the information in the columns (hover over the respective column and click on the arrow):
Move columns via drag and drop
Download an audit report archive for all requests - this option allows you to generate a ZIP archive containing all documents listed in the report (e.g. Bills, Purchase Orders, etc.), each one with its full audit trail:
Download an attachment archive for all requests - this generates a ZIP archive with all file attachments linked to the requests in the report:
If your Organisation is connected to Xero, you can generate an accrual report to capture outstanding expenses based on Manual Journals.
This is how you create an accrual report:
Follow the standard report creation process.
After report creation, click on the (...) icon to find "Create accrual report for Xero":
- You'll be prompted to complete the following fields:
- Finally, click on CREATE to generate the file.
Please note: Accrual reporting is available only for Xero-connected Organisations on Advanced or Premium plans.Related Articles
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