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Add Report Fields

Steps to Add a Report Field to Your Reports

  1. Open Settings Manager
    From the top of your screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
  2. Select Add Report Field
    In the left-side navigation menu under Report Fields, click Add Report Field.
    Add Report Field menu option in the Report Fields navigation menu
  3. Enter Report Field Details
    The Report Field Editor window will open.
    Report Field Editor window
    From here, you can enter the following details:
    1. Enter the desired name in the Field Name section.
    2. Choose the field type based on your needs:
      1. Text Value
      2. Date Value
  4. Save the Report Field
    Click OK to save the new report field.
    After saving, the newly created report field will appear in the Report Field list within the Report Fields workspace.