Expensify Reports Search

svitlanacoultersvitlanacoulter Expensify Customer Posts: 1 Expensify Newcomer
  1. How do I search for Expensify reports by their ID numbers? I can't seem to find that filter.
  2. How do I run reports by a specific account: airfare, lodging, etc.?

Answers

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 2,153 Expensify Team
    edited March 19

    Hi @svitlanacoulter, happy to help with this!

    You can search for reports by report ID using a special admin command. From anywhere in your Expensify account, press Shift+G. In the small popup window you can enter the report ID and be taken directly to that report.

    To run reports based on your category (account), you'll want to head over to your Expenses page. From there expand your filters and adjust them to view information from a specific category. When you've got your filters how you'd like them, you can select all your expenses and export them to a custom or default export template. (Below)

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