Other Actions for Reports

View History of a Report

In the History tab of your reports, you can view the changes made to a report by you and your approvers at regular intervals. You can view the details of the changes made and the date and time at which the report was updated by the respective user.

To view the history of the report:

Go to the Reports tab.
Click the report for which you want to view the history.
Click the History tab.

Remove Advances From a Report

If you’ve applied wrong or irrelevant advances to a report, you can remove them from the report.

Note: You can remove advances from reports that are in Draft, Recalled, or Rejected statuses.

To remove advances from a report:

Go to Reports on the left sidebar.
Click the report from which you want to remove the advances.
Go to the Advances & Refunds tab.
If you want to remove an individual advance, click the More icon next to the advance and select Remove Advance.
If you want to remove multiple advances, click the check towards the left of the advances and click Remove at the top.
Click Remove in the pop-up that appears. The advances will be removed from the report and will be listed as Unreported advances.

Remove Expenses From a Report

If you’ve added expenses to a report by mistake, you can remove them.

Note: You can remove expenses from reports that are in Draft, Recalled, or Rejected statuses.

To remove expenses from a report:

Go to Reports on the left sidebar.
Click the report from which you want to remove the expenses.
Go to the Expenses tab.
If you want to remove an individual expense, click the More icon next to the advance and select Remove.
If you want to remove multiple expenses, click the check towards the left of the advances and click Remove at the top.
Click Confirm in the pop-up that appears. The expenses will be removed from the report and will be listed as Unreported expenses.

Search for a Report

If you want to find a specific report from a group of reports, you can search for it. Here’s how:

Click Reports on the left sidebar.
Click the Search icon in the top right corner.
Enter values in the fields that you want to use to filter the report.
Click Search.

You can share a report with other employees in your organization. Here’s how:

Go to Reports on the left sidebar.
Click the report you want to share.
Click the More icon in the top right corner and select Share.
Select the employees with whom you want to share the report in the Share with field and click Share.

Archive a Report

Note: You cannot archive the reports in the Awaiting Approval and Rejected statuses.

To archive a report:

Go to Reports on the left sidebar.
Click the report you want to archive.
Click the More icon in the top right corner and select Archive.
Click Confirm in the pop-up that appears.

You can view archived reports by clicking All Reports at the top and selecting Archived.