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Get familiar with the Reports page in New Expensify. This guide walks you through using report previews, tables, filters, and smart suggestions to streamline your expense-tracking workflow.

The Reports page shows a full list of your reports and related expenses. While the Inbox highlights what needs attention, this page helps you explore, filter, and export your data.

Report Previews

Report previews are summaries shown directly in your workspace chat in the Inbox. They let you check a report’s status without opening it.

Visibility of Report Previews

Visible to all members in the workspace chat
Only the creator sees interactive options like Add expense
Workspace admins can approve and pay the report

Preview Details

Report title and status (e.g. Approved, Paid)
Up to 10 expense previews with:
- Date, category, tag
- Merchant or description
- Receipt thumbnail
Carousel navigation
+X more link if there are over 10 expenses
Action button: Submit, Approve, Pay, etc., depending on the role

Preview Behavior and Updates

Previews update in real time as expenses are added. If a report is deleted, the preview is removed from the workspace chat

When someone comments on a report:

A Comments section will appear and the layout will adjust to include room for the discussion.

Report Tables

The Report table is the list view inside a report. It works like a built-in spreadsheet for all expenses on that report.

Table structure and fields

Each row represents an expense and includes:

Merchant name
Date
Amount
Category
Description

Available Actions on the Table

Click an expense to view or edit it in the right-hand panel
Select multiple expenses using checkboxes, then apply bulk actions like:
- Move to another report: When you need to have two reports or break across multiple months
- Download: For exporting to a CSV file for analysis or to share with your accountant
- Hold: To keep the expenses of someone you are approving, back until they are complete
- Delete: To remove your own expenses from the workflow

Note: The bulk action menu appears after selecting at least one expense.

Steps to Move Expenses Between Reports

Select the expenses using checkboxes
Click Move expense(s) from the bulk action menu
In the right-hand panel, select a destination draft report
Expenses are moved, and a system message logs the action

Add a New Expense to the Table

The expense appears in the table
Its row is briefly highlighted as new
Once added, the Submit button appears in the header (replacing Add expense, which moves to the More menu)

Filters

Filters help you quickly find specific expenses or reports—especially helpful for large datasets.

Filter Placement

Add unreported expenses: Use filters to find expenses to add to a report
Reports page search: Filter by workspace, submitter, or status

Filter Controls

Use filters to show a specific set of expenses (e.g. unreported expenses)
Use controls to sort expenses by:
- Date Range
- Category
- Merchant
- Workspace
- Tags (if enabled)
- Status (e.g. pending, reimbursed)

Filter controls may appear as:

Dropdowns
Chips
Search bars
Radio buttons or checkboxes

Once filters are applied:

The list updates in real-time
Select all only applies to filtered results

Default Filter Behavior

Without filters, you’ll see your most recent unreported expenses
Combine search + filter to narrow results (e.g. “Uber in March”)

Smart Suggestions

Smart suggestions recommend the next best action—like submitting a report or adding unreported expenses—based on your activity.

Smart Suggestion Locations

SelfDM (your personal chat with Concierge): Suggests unreported expenses to add to a report
Empty draft reports: Prompts you to add recent unreported expenses
Global create and quick actions: Suggests “Create report” if you frequently submit grouped expenses

When Smart Suggestions come in handy: If you create a draft report and have unreported expenses in your SelfDM, a prompt may appear to add those expenses quickly.

Benefits of Smart Suggestions:

Reduce manual effort
Encourage on-time reporting
Help new members take the right actions

FAQ

Can I export reports from the Reports page?

Yes! You can export filtered reports to CSV using the export option at the top of the Reports page.

What if I don’t see filters?

Some filters depend on your workspace settings (like tags or categories). If they’re missing, check with your Workspace Admin.

Do smart suggestions work on mobile?

Yes, smart suggestions also appear in the mobile Inbox and draft reports.

When do report previews update?

Previews update in real time when expenses are added. Alternatively, if a report is deleted, the preview is removed from the workspace chat.

Can someone comment on a report?

Yes, if someone comments on a report, a Comments section appears and the layout adjusts to make space for the discussion.

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Getting Started with the Reports Page