Edit a report
You can update a report’s details such as the report title, workspace, report type, layout, and the attached expenses.
Some report details may be restricted from editing depending on your workspace settings.
Edit report title
- Click the Reports tab and select the report.
- Click the pencil icon next to the name and edit the name as desired.
- Press Enter on your keyboard to save the changes.
Change the report workspace
- Click the Reports tab and select the report.
- Click Details in the top right of the report.
- Click the Workspace dropdown list and select the correct workspace.
Change the report type
- Click the Reports tab and select the report.
- Click Details in the top right of the report.
- Click the Type dropdown and select either Expense Report or Invoice.
Change the report layout
- Click the Reports tab and select the report.
- Click Details in the top right of the report.
- Click the view option that you want to change:
- View: Choose between a basic or detailed report view.
- Group By: Group expenses on the report based on their category or tag.
- Split By: Split out the expenses based on their reimbursable or billable status.
Edit expenses
- Click the Reports tab and select the report.
- Click Details in the top right of the report.
- Click the pencil icon at the top of the menu.
- Hover over an expense and edit:
- A specific field by clicking the pencil icon next to it.
- Multiple fields by clicking the pencil icon to the left of the expense.
Remove expenses
This process only removes the expense from the report—it does not permanently delete the expense.
- Click the Reports tab and select the report.
- Click the X icon to the left of the expense to remove it from the report.