Reports for Expenses : PK4 Tech

How do I create reports for Expenses? Print

Created by: Geetha Lakshmi

Modified on: Tue, 21 Sep, 2021 at 6:30 PM

You can create various report related to Expenses,

To create an Expense report

Go to the Reports tab in Salesforce and
Click the New button,
Search for Expenses in the "Search Report Types" field
You see multiple options for creating the Expense report,
Select what details/object you want to see in the expenses report
Click the Continue button, and select the fields from the list that you want to see in the report and Save it.
Now the report is created and Saved, and you can refer the report whenever you want it.

Geetha is the author of this solution article.

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How do I create reports for Expenses? Print