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 expense data.

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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 a 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.

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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 such as:
  • Move to another report: When you need to have multiple reports or need to break up expenses across multiple weeks or months.
  • Download: For exporting to a CSV file for analysis or to share with your accountant.
  • Hold: Use this when you need to temporarily pause the approval of an expense until all required information is provided.
  • Delete: To remove expenses from the expense report.

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

Steps to Move Expenses Between Reports

1. Select the expenses using checkboxes
2. Click Move expense(s) from the bulk action menu
3. In the right-hand panel, select a destination draft report
4. 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)

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Filters

Filters help you narrow down expenses or reports so you can find exactly what you need—fast. This is especially useful when you’re working with a large dataset or trying to take specific actions, such as reporting unsubmitted expenses.

Filters can help you:

• Add unreported expenses to a report: Use filters to find unreported expenses, and then add them to a report with just a few clicks.
• Quickly search reports
  On the Reports page, filter by:
  • Workspace
  • Submitter
  • Report status (e.g., Open, Approved, Reimbursed)

Filter Controls

You’ll find different controls depending on where you are in your account. These may appear as:

• Dropdowns
• Search bars
• Chips (selectable tags)
• Radio buttons or checkboxes

Common filters include:

• Date range
• Category
• Merchant
• Workspace
• Tags (if enabled)
• Status (e.g., pending, reimbursed)

How Filtering Works

1. Apply filters to view only the results that match your criteria.
2. Once filters are applied:
   • The list updates in real time
   • The Select all option applies only to the filtered results—not everything

You can also combine filters with keyword search for even more precision. For example, searching “Uber in March” will show only Uber rides from March.

Note: If you haven’t applied any filters yet, you’ll see your most recent unreported expenses by default.

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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

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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.