Where can I find the reporting function?

In the main menu and select your Organisation and open Request reports under the Reports section:


There are default reports already available, which can be adjusted if required:

• Bills pending approval
  
• Purchase Orders pending approval  
  
• Bills approved this month  
  
• Purchase Orders approved this month  
  
• Potential Fraud detected
  

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

This is how you set up your own Xero 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:
   
   When finished, click on "CREATE".
   
   
5. In the last step, name your report by filling in the field "Report name" and then click on "NEXT":
   
   

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
  
• Download the attachment archive for all requests
• Create accrual report for Xero
  

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.

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