How to change default report date

Trustway Expensify Customer Posts: 1

Each week Expensify emails me a report of my expenses but I would rather the report show a month to month report rather than weekly, how can this be changed?


  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team

    Hi @Trustway Welcome to the Expensify Community!

    Sounds to me like Scheduled Submit! You'll find these settings under Settings > Policies > Group > [Policy Name] > Reports or if that is turned off or set to 'Manually' we'll look at the settings (in the same place) in your Individual/Personal policy.

    The options are Daily, Weekly, Fortnightly, by Trip, Monthly or Manually (which means we create the reports but don't submit them).

    Let me know if I can help with anything further!