Edit a report

You can update a report’s details such as the report title, workspace, report type, layout, and the attached expenses.

Some report details may be restricted from editing depending on your workspace settings.

Edit report title

  1. Click the Reports tab and select the report.
  2. Click the pencil icon next to the name and edit the name as desired.
  3. Press Enter on your keyboard to save the changes.
  1. Tap the ☰ menu icon in the top left.
  2. Tap the Reports tab then tap the report.
  3. Tap the report name to edit it.

Change the report workspace

  1. Click the Reports tab and select the report.
  2. Click Details in the top right of the report.
  3. Click the Workspace dropdown list and select the correct workspace.
  1. Tap the ☰ menu icon in the top left.
  2. Tap the Reports tab then tap the report.
  3. Tap Edit in the top right.
  4. Tap the current workspace name to select a new one.
  5. Tap Done.

Change the report type

  1. Click the Reports tab and select the report.
  2. Click Details in the top right of the report.
  3. Click the Type dropdown and select either Expense Report or Invoice.
  1. Tap the ☰ menu icon in the top left.
  2. Tap the Reports tab then tap the report.
  3. Tap Edit in the top right.
  4. Tap either Expense Report or Invoice.
  5. Tap Done.

Change the report layout

  1. Click the Reports tab and select the report.
  2. Click Details in the top right of the report.
  3. Click the view option that you want to change:
    • View: Choose between a basic or detailed report view.
    • Group By: Group expenses on the report based on their category or tag.
    • Split By: Split out the expenses based on their reimbursable or billable status.

Edit expenses

  1. Click the Reports tab and select the report.
  2. Click Details in the top right of the report.
  3. Click the pencil icon at the top of the menu.
  4. Hover over an expense and edit:
    • A specific field by clicking the pencil icon next to it.
    • Multiple fields by clicking the pencil icon to the left of the expense.
  1. Tap the ☰ menu icon in the top left.
  2. Tap the Reports tab then tap the report.
  3. Tap an expense to open it.
  4. Tap any field on the expense to edit it.

Remove expenses

This process only removes the expense from the report—it does not permanently delete the expense.

  1. Click the Reports tab and select the report.
  2. Click the X icon to the left of the expense to remove it from the report.

Android

  1. Tap the ☰ menu icon in the top left.
  2. Tap the Reports tab then tap the report.
  3. Hold the expense and tap Delete to remove it from the report.

iOS

  1. Tap the ☰ menu icon in the top left.
  2. Tap the Reports tab then tap the report.
  3. Swipe the expense to the left and tap Delete to remove it from the report.

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