Use the Reports tab in New Expensify to view and manage expenses, invoices, trips, chats, and more. You can search with keywords, apply filters, customize columns, and save searches to reuse later.

Where to find Reports in New Expensify

Web: Go to the Reports tab in the navigation on the left.
Mobile: Tap Reports in the navigation tabs at the bottom.

You can also open Reports by clicking the magnifying glass icon in the top-right corner.

What you can view in Reports

Reports includes the following types of data:

Expenses
Expense Reports
Chats
Invoices
Trips
Tasks

Each type has its own filters and search options.

How to filter Reports

Filter reports by type, status, category, or date to find specific information.

Go to the Reports tab.
Enter a keyword in the search bar (optional).
Choose a type tab - Expense, Expense Report, Chat, Invoice, Trip, or Task.
Click Filters.
Select filters such as:
- Date: This month, last month
- Status: Outstanding, Paid
- From: You, or someone else
Click View Results to see the filtered results.

How to customize the Reports column view

On the web, you can customize which columns appear when viewing Reports or Expenses. This helps surface key details and tailor the view to your workflow.

To customize columns:

Go to the Reports tab on the left (web only).
Run a search or apply filters if needed.
Click the Columns icon (next to Filters).
Use the checkboxes to show or hide specific columns.
Drag and drop columns to rearrange their order.
Click Save to save your column layout.

You can choose from a wide range of columns, including:

Date – When the report or expense was created
Submitted – The date the report was submitted for approval
Total – The total amount of the report or expense
Workspace – The workspace the report belongs to
Action – Shows available actions like approve or reject

To view the full list of available columns, click the Columns icon in the Reports tab.

How to use Reports search query commands

Use search commands in the search bar to run advanced queries based on specific fields.

Examples for employees

Below are some example queries you can use depending on your role:

Draft expenses:
type:expense status:draft from:you@domain.com
Approved cash expenses:
type:expense status:approved expense-type:cash from:you@domain.com

Examples for Workspace Admins

All Meals & Entertainment expenses:
type:expense category:Meals & Entertainment
Unapproved expenses:
type:expense status:unapproved
Approved expenses not reimbursed:
type:expense status:approved
Card spend from December 2024:
type:expense expense-type:card posted>=2024-12-01 posted<=2024-12-31

How to save a search

Run a search with filters or search commands.
Click Filters, then select Save report.
Enter a name, or use the suggested one.

To view saved searches:

Web: Go to the Saved section in the left-hand sidebar.
Mobile: Tap the Type dropdown at the top and select Saved.

To rename or delete a saved search, click the three dots next to it.

Report types

Each report type has specific filters and search tools for finding the information you need.

Expenses

Filter by status: Unreported, Draft, Outstanding, Approved, Paid, or Done
Search by merchant, category, or tag
Helpful for tracking unsubmitted or reimbursed expenses

Expense Reports

Filter by status: Draft, Outstanding, Approved, Paid, or Done
Search by submitter or workspace
Ideal for surfacing reports that need approval or reimbursement

Chats

Filter by: Unread, Draft, or All
Search by participant or keyword
Helps you find conversations linked to expenses, reports, or actions

Invoices

Filter by status: Outstanding or Paid
Search by client, due date, or amount
Great for reviewing invoice history and payment status

Trips

Filter by status: Current or Past
Search by location, travel dates, or traveler
Use to view trip details, scheduled travel, and related expenses

Tasks

Filter by: Outstanding or Completed
Search by assignee or keyword
Use for tracking open setup steps or action items

FAQ

Why can’t I see some filters?

Filters are enabled incrementally. If a filter isn’t visible, ensure that your workspace or account settings support the relevant feature (e.g., categories, statuses).

Why are my mobile and desktop report experiences slightly different?

Expensify ensures cross-platform consistency where possible. However, certain features (like customizable columns) are only available on web for larger screen layouts.

How do I find unsubmitted reports?

Go to the Reports tab.
Select Expense from the Type filter.
Apply the Draft filter to view all unsubmitted reports.

Can I change which columns appear in my reports?

Yes! You can choose which columns to show or hide in the Reports and Expenses views on web. Use the Columns icon to customize your table layout.

Can I reorder the columns?

Absolutely. Just drag and drop the columns in the order you prefer within the Columns settings panel.

Can I save different column views?

Yes. Each saved search stores your column layout, filters, and sorting preferences. You can save multiple versions for different workflows.

Are custom columns available on mobile?

No. The mobile experience uses a simplified card layout and does not support customizable columns.

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Using Reports in New Expensify