Workspace Admins can automatically apply a default report title to all reports created within a specific workspace. You can also enforce this setting so members can’t update it.

Set a Default Report Title

1. Hover over Settings and select Workspaces.
2. Choose the workspace you want to edit.
3. Click the Reports tab on the left.
4. Scroll to the Default Report Title section.
5. Configure the title formula:
   • Use the example on the Report Settings page, or refer to more report formula options.
   • Some formulas automatically update the report title as changes are made. For example, the title will update before submission if the formula includes the report date, total amount, or workspace name.
   • Changes to Report Field values (e.g., {field:Customer}) won’t update the title until the report is submitted. After submission and before approval, updates will apply automatically. Once a report is Approved or Reimbursed, the title will not update retroactively.
6. To prevent members from editing the title, enable the Enforce Default Report Title toggle.

FAQ

Can I stop team members from changing the report name?

Yes! Just turn on the Enforce Default Report Title option, and the title will be locked in based on the formula you set.

What if my formula doesn’t show the correct title immediately?

Some formula fields, like {field:Customer}, only update after submission. Others, like dates and amounts, update in realtime before submitting the report.