The Custom Travel and Expense Analysis Report is a customizable self-service reporting on T&E expenses that gives authorized employees the ability to create reports that are usually the A/P department’s responsibility. Reports you create can be saved for future personal use or, with the proper permission, as templates for the entire company to use. The reports mirror pivot-table format, as seen in tools such as Microsoft Excel™.
Step 1: Go to Reporting tab.
Step 2: In the T&E Reports section, click Custom Travel and Expense Analysis.
Step 3: Enter the Title and Description of the report.
Step 4: Choose the report type.
- Personal Report: he report is saved, but available only to you
- Company Report: the report is saved and available to all users with the appropriate permission
Step 5: When finished entering the report criteria, click Create.
Step 6: Enter the Date Range manually, or by using the -- Date Range -- drop-down menu.
Step 7: Select the Row data and Column data by using the drop-down menu,
Step 8: When finished entering the report criteria, click Run Report.
Step 9: The report result will appear below.