Where I can find a reporting function? (stand-alone)

Where I can find a reporting function? (stand-alone)

To access the reporting feature, navigate to the main menu    in the upper left-hand corner and select "Reports" under your Organisation:


Here you have the option to create your own report with filters that reflect your particular needs.

This is how you set up your own stand-alone report:

  1. Click on the "NEW REPORT" button on the "Reports" page.

  2. In step 1, select the request type(s) for which you want to create a report and click on "NEXT":

  3. In step 2, specify the required report filters and then click on "NEXT":


  4. In step 3, activate the checkbox next to each column you want to be visible in the report and then click on "NEXT":


  5. In the last step, name your report by filling in the field "Report name":

    When finished, click on "CREATE".


The following options are available:
  • Rename the report
  • Export to a CSV file 
  • Print the report 
  • Schedule the report 
  • Remove the report
  • Copy the report (i.e., save it as a new report)
  • Edit the report
  • 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
To apply the choices you made for the report, click on the "SAVE" button.

Important note: Reports are only available for users with Administrator or Auditor role assigned.
Learn more, how you can assign a new role to a user here.

    • Related Articles

    • Where can I find the reporting function?

      To access the reporting feature, navigate to the main menu    in the upper left-hand corner and select "Reports" under your Organisation: There are default reports already available, which can be adjusted if required: Bills pending approval Purchase ...
    • Where can I find the reporting function?

      To access the reporting feature, navigate to the main menu    in the upper left-hand corner and select "Reports" under your Organisation: There are default reports already available, which can be adjusted if required : However, you also have the ...
    • Stand-alone getting started guide

      Read about our stand-alone solution.
    • Report scheduler (stand-alone)

      It is now possible to schedule the sending of reports.  This is how it works: In the main menu, go to the Reporting section. Open a high-level report and click on the clock icon: Add a rule name, type in the email address of users you want to send ...
    • How can I change the default currency? (stand-alone)

      This is how you can change the default currency in an Organisation that uses stand-alone workflows: Navigate to the "Organisation" page under the main menu:  Select a new currency from the "Currency" drop-down menu and save your changes: