how to create a new policy report

MrattKikkerMrattKikker Expensify Customer Posts: 2

How can I create a new report or amend the one that I have created. When I first created the account I could move up or down option to give the different option a position in the report. I cant find that anymore.

Best Answer

  • MrattKikkerMrattKikker Posts: 2
    Accepted Answer

    You'll need to build your own custom export, check out our Export Custom Reports Guide! You can create custom exports under your Settings > Account > Preferences > CSV Export Formats.

    To change the order of the columns, you'll need to click and drag the columns by moving it at the place of your choosing:

    This template will be available to the user on whose account it was created. If you need a custom export template that can be shared among all policy admins, this feature is available on the Control plan.

    Don't hesitate to let me know if you need any assistance along the way!

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