Reports

How to Include or Exclude Certain Expenses in Reports

ExpenseMonkey allows admins and managers to customize reports by selecting specific projects, statuses, users, and date ranges. Here’s how to do it:

January 16, 2025

Step-by-Step Guide to Generate a Customized Report

  1. Access Reports
    • Log in as an admin or manager.
    • In your ExpenseMonkey dashboard, go to the Reports section.
  2. Customize Your Report
    • Select Projects:
      • Choose one or multiple projects to include in the report.
    • Filter by Status:
      • Pick one or more statuses: Draft, Submitted, or Rejected.
    • Choose Users:
      • Specify which users’ expenses should appear in the report.
    • Set a Date Range:
      • Define the receipt date range for the expenses you want to include.
  3. Download the Report
    • Once you’ve set your filters, download the report as a CSV file for easy sharing and analysis.

By customizing your reports, you can focus on the data that matters most, ensuring accurate tracking and informed decision-making.