Filter Reports

How to use the advanced search option on the payments pages

Written by Tanvi Telang
Updated over a week ago

You can filter the reports of your employees to take a look at certain types of reports, for example, submitted reports in the current month. You can apply one or multiple filters simultaneously to get accurate data.

To filter reports, click on the Reports tab in the left-hand side panel. Select the tab under which you would like to apply the filters.

Click on the funnel icon at the top of the list of reports to start applying filters.

In the pop-up box that appears, apply the required filters and click on the Apply Filters button.

The list will get updated with the filter conditions. You can click on Clear All to remove all applied filters.

If you wish to see reports of a certain employee/s, you can directly use the Employee filter to select the employee names and click on Apply to filter the reports.

Lastly, you can directly search for a report by various details such as report name, report ID, amount, etc. Click on the Seach icon beside the Employee filter and enter the details, the list will get updated accordingly.

By following the steps mentioned above, you can easily filter and search for particular reports.

To learn more about filtering company expenses, click here.

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