Who it's for: Administrators
Platform: Web app
Available on: All plans
Before you begin, make sure you’ve:
☑️ Logged into the Sense Workplace web app
☑️ Been assigned administrator permissions
Overview
An expenses report lets administrators track employee spending, stay compliant with policies, streamline approvals, and spot cost trends for better planning. This article shows you how to generate and refine an expenses report.
Navigation path
Dashboard > Reports > Expense reports
Steps to create an expenses report
Navigate to user expense reports
Open Reports from the left-hand navigation menu.
Scroll down to Expense reports and select it.
Click Create.
Create your report
Select the following fields:
• Currency Amount (Report summary),
• Notes (Report summary),
• Submitted on, and
• Status (Report summary).
🖊️ Note: You can add any other fields according to your requirements.
2. Click Next to load your results.
3. (Optional) Refine your report by adding fields, removing fields, or applying filters.
Save your report
Click Next when your report is ready.
Enter a Report name, (optional) Report description, and an AMI prompt for analysis.
You can either:
• Click Save as draft to save without finalising,
• Click Save to finalise the report
🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.
Use your report
After saving, you can:
Export the report as a CSV
Create charts to visualise the data
Analyse with AMI for insights (Elite and Enterprise only)