Report Search Improvements

AndAnd Expensify Customer Posts: 5 Expensify Newcomer
edited August 2019 in Ideas

When trying to find reports for various users whether they're still active or have been terminated we have found the report search to be less than adequate.

1) When searching by name this doesn't reference the submitted users name which shows up in the "From" column, it refers to the report name. Some users have edited their report names so their name doesn't show up at all and it makes it impossible to find.

2) Searching by e-mail or using the dropdown to select a user only works if they are an active user. If you terminate a user and remove their account from the policy as well as domain control then they no longer show up in the submitters dropdown filter. All references to an email address where their account is listed are replaced with a personal email account if they had set one up. Since we have no record of everyone's personal email account it requires you to scroll through every report to find what you're looking for.

3)Wildcards in searches. I have looked through the help docs and community, but haven't seen any reference to a way to use a wildcard in the search terms. Searching by the report ID requires it to be the exact ID and doesn't seem to allow for wildcard or partial numbers to be entered.

4 votes

Gathering use cases · Last Updated

Comments

  • mgarrettmgarrett Expensify Customer Posts: 2 Expensify Newcomer
    I would like to see this as well.

    Additionally, rules need to be able to use a broader set of pattern matching. For example merchants often change the reference used in the billing which means my rules break. Could we have regexp pattern matches?

    This year alone I have the following for the merchant name for the same recurring charge:
    GOOGLE *GSUITE_DONORTR
    GOOGLE*GSUITE DONORTRA
    GOOGLE *GSUITE DONORTRAIL

    A regexp pattern could easily solve this rather than the forensics to try and find why expenses are missing and then having to go back and find all the different permutations to create rules for.

  • DanaeHawthorne721DanaeHawthorne721 Expensify Customer Posts: 6 Expensify Newcomer
    I would also like to see an update to report search options - sometimes the window that reports are reimbursed is not the same window in which they were submitted, so it would be nice to be able to sort reports by approval/reimbursement dates instead of just submission dates - that way we can export a full batch into an accounting system that is not compatible with Expensify.
  • DeenaDeena Expensify Customer Posts: 1

    Absolutely would also like to be able to use wildcards in merchant searches. Exporting/importing often uses names that aren't intuitive, and a wildcard feature would help greatly in finding merchants.

  • Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 1,030 Expensify Team

    Hello everyone in this thread! Do you think a straight 'global search' would be beneficial here?

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