The advanced search gives you an in-depth view of all the important metrics associated with Reports. You can go one step further an export the information as an excel or CSV for further analysis or for reporting to your team.
To use the advanced search option:
Select 'Approvals/Verify/History' option under Reports tab in the left panel.
Click on 'Advanced' option right next to the search box on the top right corner.
Two sets of additional fields will now be available to use as a search criteria i.e. user fields & report fields
You can select multiple search options to view reports to Approve/to Verify/in History based on the required user and report fields and click on Search
Once the search result is available as per required criteria, you can select the user and take necessary action on the page you are present.
You can also export the details in any of the below format to analyse the expenses based on
- User fields like location, department, level (and/or)
- Report fields like approved date, policy violation, flagged etc.