Create a Custom Expense Report Search

You can create a custom search specifically for expense reports. You can save each search for future personal or team use.

To create a custom expense report search:

1. In the Navigation pane, select My Stuff > Expense Report.
2. At the top of the Expense Reports form, click on the My Expense Reports list, scroll down, and click + New Search.

   For more information, see the Display the New Search Dialog Box online help topic.

3. To create a custom expense report search, use the fields in the Search Criteria grid.
   When you are working with expense reports, the following fields are displayed by default in the grid:

   • Employee Name
   • Report Name
   • Report Date
   • Status
   • Company

   For more information, see the Contents of the New Search Dialog Box online help topic.

4. To save the search for specific users, click Save Options and select one or more security roles that can access this search.
   Depending on your security rights, you can save the search for everyone (all security roles), for your role, or for specific security roles.

   • If you do not have the appropriate security rights to save searches for others, you can only save searches for yourself, which are subsequently listed in the My Searches list.
   • If you do have the appropriate security rights, the names of the searches that you make available to others are subsequently listed in the Shared Searches list.

   For more information, see the Actions Bar of the New Search Dialog Box online help topic and the Personal and Shared Searches online help topic.