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[No QA] Update Getting-Started-with-the-Reports-Page.md #72372
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| title: Getting Started with the Reports Page | ||
| description: Learn how to use the Reports page in New Expensify to view, filter, and manage your expense data using report previews, tables, filters, and smart suggestions. | ||
| keywords: [New Expensify, reports page, report preview, report table, filters, smart suggestions, expense management, add expenses, bulk actions] | ||
| keywords: [New Expensify, reports page, report preview, report table, filters, smart suggestions, expense management, add expenses, bulk actions, date range, search, expenses missing, reports navigation] | ||
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| 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. | ||
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| 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. | ||
| The Reports page in New Expensify gives you a complete view of your submitted, approved, and reimbursed expenses—all in one place. This guide shows you how to use report previews, tables, filters, and smart suggestions to track, manage, and take action on your expenses more efficiently. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Readability improvement: The new opening paragraph is much clearer and more benefit-focused than the previous version. Good improvement for user understanding.
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Style improvement: The opening sentence is clear and benefit-focused, which follows HelpDot best practices. However, consider adding a breadcrumb path below the H1 to help with AI readiness (e.g., "Settings > Workspaces > Reports").
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@@ -73,33 +71,27 @@ Each row represents an expense and includes: | |
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| # Filters | ||
| # How to Use Filters to Find Reports and Expenses | ||
| 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. | ||
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| **Filters can help you:** | ||
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| - **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** | ||
| - **Quickly search and locate specific reports using filters** | ||
| On the **Reports** page, filter by: | ||
| - **Workspace** | ||
| - **Submitter** | ||
| - **Report status** (e.g., Open, Approved, Reimbursed) | ||
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| ## Filter Controls | ||
| ### Available Filters in New Expensify | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness violation: Wrong heading level used. This should be "##" (H2) instead of "###" (H3) as it's a major section about available filters, not a subsection.
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Heading level violation: Use ## instead of ### for "Available Filters in New Expensify" to maintain proper heading hierarchy. The current ### creates too deep of a nesting under the main # section.
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Heading level violation: Using ### (H3) for "Available Filters in New Expensify" creates an inconsistent heading hierarchy. This should be ## (H2) to maintain proper document structure and match other sections like "How Filtering Works".
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. AI Readiness violation: Use ## instead of ### for subheadings. This heading should be "## Available Filters in New Expensify" to maintain proper heading hierarchy (only use # and ## levels). |
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| You can filter your **expenses** and **reports** using dropdowns, search bars, and chips. | ||
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| 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 | ||
| - **Expenses:** can be filtered by `Date`, `Merchant`, `Category`, `Tag`, `Amount`, `Reimbursable`, `Billable`, `Status` (e.g. Unreported) | ||
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| Common filters include: | ||
| - **Date range** | ||
| - **Category** | ||
| - **Merchant** | ||
| - **Workspace** | ||
| - **Tags** (if enabled) | ||
| - **Status** (e.g., pending, reimbursed) | ||
| - **Reports:** can be filtered by `Submitter`, `Workspace`, `Report Status` (e.g. Draft, Outstanding, Approved, Paid), `Date` | ||
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| To view other available filters, click into the **search box** on the Reports or Expenses page. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Formatting consistency: The instruction "To view other available filters, click into the search box..." should maintain consistent formatting. Consider using consistent formatting for UI elements throughout the document. |
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| ## How Filtering Works | ||
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@@ -114,7 +106,7 @@ You can also combine filters with keyword search for even more precision. For ex | |
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| # Smart Suggestions | ||
| # How to Use Smart Suggestions | ||
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| Smart suggestions recommend the next best action—like submitting a report or adding unreported expenses—based on your activity. | ||
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@@ -138,15 +130,12 @@ Smart suggestions recommend the next best action—like submitting a report or a | |
| ## 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. | ||
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| ## 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. | ||
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| ## Do smart suggestions work on mobile? | ||
| Yes, smart suggestions also appear in the mobile Inbox and draft reports. | ||
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| ## 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. | ||
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| ## 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. | ||
| ## How do comments work on a report? | ||
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stephanieelliott marked this conversation as resolved.
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. FAQ structure violation: The FAQ question "How do comments work on a report?" should be more specific and actionable. Consider: "How do I comment on a report?" or "What happens when someone comments on a report?"
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. FAQ structure violation: Same issue as line 139 - the question should be formatted as "## How do comments work on a report?" using proper ## subheading format for FAQ questions. |
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| If someone comments on a report, a **Comments** section appears and the layout adjusts to make space for the discussion. | ||
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Choose a reason for hiding this comment
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AI Readiness violation: Missing breadcrumb path below the YAML metadata. Add a breadcrumb path like "Reports > Reports page" after line 6 to help users understand where this feature is located in the navigation.