How to create & edit a report?
To access expense reports, You must have Permission of Expenses. Permissions can be updated in Roles under Users & Identity.
- From the left Navigation Menu go to & Reports Analysis and choose General reports.
- Under Performance reports Click on + icon.
- Under General step, Choose required steps like Name for report, description and activity.
- Click on '+' icon to add a new field.
- Give a label, operation and format for a field.
- Click on settings '
' icon to configure its properties. -
Choose Type of field and field name, Click on + icon to specify any condition.
- Click on Next to choose a field to Group records.
- Click on next to choose roles to which this report will assign.
- Click on Create to save report.
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