Skip to main content

Create an insights report containing column 'Expense Item Description'

We want to pull out the field 'expense item description' from individual trips onto a report.

C
Written by Charlotte Alderson
Updated over a month ago

Follow the steps below to generate an insight report containing the field name 'expense item description':

  1. Navigate to Insights, Admin Area, Home, Actions, and Create Report.

  2. Look for 'Claim Details (Expense)' when selecting a table for the 'Filter columns by view' field.

  3. Query in the 'search data' field for 'Item Description' and then click 'Ok'.

  4. Then, to see the report columns data, click the Refresh Data button.

Did this answer your question?