3.5 Expense DIY Report

3.5 Expense DIY Report

By using the Expense Designed-It-Yourself (DIY) Report, you can customize the format of the report at ease. In this article, we will show you how to do just that. 

Creating the DIY Format

STEP 1 : Go to Expense -> Standard Report ->  Expense DIY Report.

STEP 2 : Under 'Title', enter the description for the columns that you you would like to appear in the report.  
Note: You may also adjust the width of the column according under the 'width (inch)' field provided. Details will be word wrapped. 

STEP 3 : Proceed to select the expense claim detail to be tied to description from the dropdown listing provided.

STEP 4 : Click on the 'Save' button and defined the following:
  1. Save As: Define the report name that will appear in the dropdown selection.
  2. Share this setting: Tick and defined the organization that this report format can be shared within the organization (admin).
  3. Share with ESS: Tick this option if you allow this particular format to be utilized by employees (ESS). 
    Note: Required 'Share this setting' to be ticked as well.

STEP 5 : Click on 'Save' button. If an existing report, please click on the 'Update' button.



Updating the DIY Format

STEP 1 : Go to Expense -> Standard Report ->  Expense DIY Report,

STEP 2 : Click on the 'General' Tab. 

STEP 3 : Configure the relevant details to appear in the report
  1. Title: Report title that will be displayed in the report
  2. Include Status: Type of status to appear in the Report title that will be displayed in the report
  3. Expense Format: List of expense items to be displayed
  4. Group By: Grouping by the selected item

STEP 4 : Click on the 'Update' button.