Report Types

You can associate your reports with various categories such as air travel expenses, automobile expenses, lodging, etc., You can group all these categories under a common report type.

In other words, you can identify the purpose of the reports using report types. You can easily classify reports based on their types and trigger custom approvals and workflows for different report types.

For example, you can create a report type for business meals and associate the related expense types such as breakfast, lunch, and dinner. You can also associate these report types with the policies you’ve created.


Create a New Report Type

  1. Switch to Admin View.
  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
  3. Go to Modules under Customization.
  4. Select the Reports module and switch to the Report Types tab.
  5. Click + New Report Type in the top right corner of the page.
    Create report types
  6. Enter the name and description for the report type.
  7. Select the expense tpes that are covered by your report type.
  8. Next, select the policies.
  9. Click Save.
    Create Report Types

Edit Report Type

To make changes to your existing report type:

  1. Switch to Admin View.
  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
  3. Go to Modules under Customization.
  4. Select the Reports module and switch to the Report Types tab.
  5. Hover over the report type you want to edit and click the More icon next to the report type.
  6. Click Edit and make the necessary changes.
  7. Click Save.
    Edit Report Types

Delete Expense Type

Warning: You will not be able to retrieve the report types you’ve deleted.

Here’s how you can delete an report type permanently:

  1. Switch to Admin View.
  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
  3. Go to Modules under Customization.
  4. Select the Reports module and switch to the Report Types tab.
  5. Hover over the report type you want to delete and click the More icon next to the report type.
  6. Click Delete.
    Delete Report Types
  7. In the popup that opens, click Delete again to delete the report type.
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