You asked, we listened - Starred Reports are back

Sasha Kluger

Earlier this month, we made a number of changes to reports and the Reports page to clean up the user interface and focus the page on the most frequently used features. One of the changes we made was to remove the gold stars on the Reports page next to reports awaiting your action. As soon as these changes were released, we started receiving tons of feedback, especially from customers who had relied on the starred reports for their daily approvals, exports, and other workflows.

We heard you loud and clear, and we are bringing back the starred reports. The next time you go to your Reports page, you will see a star next to any report that is waiting for you to submit, approve, reimburse, or export that report.

Thanks again to everyone who provided feedback and shared how they used this feature through Concierge or here in the Community. We'll continue working to perfect this feature and build other great features based on your feedback.

Kid

Cool. Looking forward to seeing the expense report id show on the expense report page not only hidden in the details.

LaurenR_Expensify

Hi @Kid can you expand more on your use case for needing the report ID so we can track that with our feedback? Thanks

Catherine_A

Lauren, as an expense approver, I can tell you we use the report ID all of the time when working with employees or managers on a specific report. I really miss having it visible along with the edit and print buttons. I know it's only one extra click, but it was much better when it was all available to easily see on the report.

Sonia Liapounova

@Catherine_A thank you for the use case! We've found that for a number of users who use the report IDs during processing, adding the report ID into the default title helped solve the need for the extra click. Do you think that would work for you?

The report ID formula is {report:id} and the Default Report Title can be updated under Settings > Policies > Group > [Policy Name] > Reports.

Kid

@Lauren Reid Hi Lauren, first of all, if the expense id on the report page, and if our users print the PDF files, it will be very easy for our financial employees to recognize the report. But now it will cost them a lot of time to filter and archive. So it will be better to have the id on the report page directly. And putting the print button and download button on the report page will also bring the convenience to our users for the print and download the PDF files.

Kid

@Sonia Liapounova Your solution is good. However, most of our users will category their expenses by using different name. It will cause a lot of complain if we disable the change for report name because the report id is hidden in details. So in order to balance our user experience and functions, I would prefer your team to bring the expense id back on the report page.

Kirk Barrett

Thanks for taking the time to provide this feedback! We really do appreciate hearing from how users are impacted by these changes, and your feedback is noted and will be considered during future design decisions!

Catherine_A

@Sonia Liapounova Hi Sonia, we have already added the report ID to the report title for our policies, but often employees override the system report name because their department requires a certain report name format, or they want to give their own report title.

Kirk Barrett

Hi Catherine! A good solution here could be to have multiple policies so that each department can have an appropriate report name, with the report ID, assigned to a report. Or a more manual solution would be to simply set an internal expectation that if anyone is going to edit the report title that they include a report ID. Would this be helpful?

acctsupport

@Kirk Barrett

The best solution would be for you all to put the ID back on the reports. It's clear that many of us use them.

Changing the name of the Report to include the ID is not a reliable or efficient resolution. Our users change the name of their reports to what makes sense to them.

And speaking of policies...bring the policy name back too. That is even worse for us. We have different guidelines and rules for each policy so it's a little difficult to know how to review a report when we don't know what policy we're looking at. (I can add the extra click in to see it in the details in Expensify but once it's printed and/or saved, it's no longer visible on the report.)