Advanced Search-Reports

How to use the advanced search option on the reports pages

Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

The advanced search gives you an in-depth view of all the important metrics associated with Reports. You can go one step further and export the information as an Excel or CSV for further analysis or for reporting to your team.

To use the advanced search option:

1) Select the 'Approvals/Verify/History' option under the Reports tab in the left panel.

2) Click on the 'Filter' option right next to the search box on the top right corner.

filter option

3) Two sets of additional fields will now be available to use as a search criteria i.e. user fields & report fields

Filters for company reports

4) You can select multiple search options to view reports to Approve/to Verify/in History based on the required user and report fields and click on Apply Filters.

report filters

5) Once the search result is available as per the required criteria, you can select the user and take the necessary action on the page you are present.

Approval Pending

Actions that can be taken on approval pending queue

Verification Pending

Actions that can be taken on verification queue

Pending Page

Actions that can be taken on payment pending queue

History page

Actions that can be taken on reports history

6) You can also export the details in any of the below formats to analyze the expenses based on

  • User fields like location, department, level (and/or)

  • Report fields like approved date, policy violation, flagged, etc.

Exporting data to desired file format

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