How-to: Set up default report titles
Default report titles allow group policy admins or Individual policy users to create a default title format for reports on a given policy. This feature also gives admins the optional ability to enforce report titles, so that they cannot be modified by employees. This means that admins have consistency in the naming convention when reviewing reports, and employees don't have to go through the extra step of typing in a name for every report they create.
Group policy admins can set the Default Report Titles at Settings > Policies > Group > [Policy Name] > Reports.
Individual users can set the Default Report Titles at Settings > Policies > Individual > [Policy Name] > Reports.
You can configure the title by using the macros that we provide to populate the Report Title. Please note that you can use a combination of macros and text for this feature.
Our Custom formula pages are a great place to look for any combination of ready-made macros that will populate exactly what you need in the report title field (check out the Deep Dives linked below).
And you're done! Once you enable the feature and set up the naming convention, all reports created under this policy going forward will use this format.
Remember: if you'd like for employees to not be able to edit the report title at all, just enable Enforce Default Report Title.
Note: This change will not retroactively update any report titles for reports which have been Approved or Reimbursed.
Related
- Deep Dive: Report level formula
- Deep Dive: User level formula
- Deep Dive: Date formating for formulas
- Deep Dive: Default report title best practices, which formula are eligible, formula that update based on report information (submission date, date of last expense)
- Deep Dive: Understanding math and substring formula for custom exports
