Generating Expense Reports

Generating expense reports allows you to review, filter, and download detailed records of submitted claims for individual use or team tracking. Whether you’re checking your own expenses or overseeing your team's, follow the steps below to generate a clear and comprehensive report.

1. Go to Expense > My Expense to view your personal expense submissions or select Team Expense if you need to generate reports for team members under your supervision.

2. Use the available filters to customize the data you'd like to include in your report:

Basic Filters:

• Search by keyword

• Filter by Status, Expense Type, or Reimburse Type

For more detailed filtering, click Show Advance Filters (available only on the Team Expense page). Additional options will appear, allowing you to filter by:

• Created On

• Expense Date

• Categories

• Department

• Cost Center

• Job Grade

Once you've selected the relevant filters, the system will display matching entries based on your criteria. You will also see a summary of the Claimed Amount and Reimbursable Amount.

3. After reviewing the filtered data, click the Download Report button and select your preferred file format—Excel, CSV, or PDF—to generate and save the report.

Note: The PDF version of the report will include attachments submitted with each claim.

By following these steps, you can easily generate accurate and tailored reports for budgeting, audits, or team tracking purposes.