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Filtering Reports

C_Bradford_1C_Bradford_1 Approved! Accountant Posts: 16 Expensify Newcomer


At present, there is seemingly not an easy way to filter reports?

For example, lets say I have an expense claim which looks like the following:

Is there a way to do the following?

  1. Filter the report to show a particular client, and the corresponding receipts, only?
  2. Filter the report to show a particular date, and the corresponding receipts, only? (for example, all expenses relating to "client A" above happened on 01/07/2019, and so by filtering on this date we would be able to see all the expenses incurred).
  3. Filter by amount so we can see say all receipts between two particular amounts (for instance, could we filter between say £20-25 so that in the above example, the £25 drinks receipt should then show up, which is easier than "control + F").

At present, I am not sure there is a way to filter the reports in the above ways, meaning I have to "PDF cut" out particular receipts from a report when required, which is time consuming.

Many thanks.

2 votes

Gathering use cases · Last Updated


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