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.

1. From the left Navigation Menu go to & Reports Analysis and choose General reports.
2. Under Performance reports Click on + icon.
3. Under General step, Choose required steps like Name for report, description and activity.
4. Click on '+'  icon to add a new field.
5. Give a label, operation and format for a field.
6. Click on  settings ' '  icon to configure its properties.

7. Choose Type of field and field name, Click on + icon to specify any condition.

8. Click on Next to choose a field to Group records.
9. Click on next to choose roles to which this report will assign.
10. Click on Create to save report.