Merge pull request #55618 from Expensify/maddylewis-patch-7

Create Using-Reports-in-New-Expensify.md

Author: rlinoz

docs/articles/new-expensify/getting-started/Using-Reports-in-New-Expensify.md

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+---
+title: Using Reports in New Expensify
+description: Discover how to leverage New Expensify's advanced Reports feature for financial data management and expense tracking.
+---
+<div id="new-expensify" markdown="1">
+
+Expensify's Reports feature introduces a powerful way to access and manage financial data across the platform. Focusing on resolving previous inefficiencies, Reports offers enhanced filtering, expanded search capabilities, and improved user experience across devices.
+
+## Main Uses
+
+- **Find specific transactions or expenses** - Easily locate individual expenses or invoices, such as a Starbucks receipt or unpaid invoices.
+- **Analyze spending patterns** - Use Reports to search by categories like "Meals & Entertainment" to review spending over a specific period.
+- **Streamline accounting processes** - Simplify month-end tasks by locating unsubmitted or unapproved reports.
+
+## Core Users
+
+- **Sole proprietors and employees** - Access personal transaction data quickly.
+- **Managers and finance teams** - Review team expenses and monitor unapproved reports.
+- **Accountants** - Simplify data discovery and improve efficiency in managing financial records.
+
+## Key Advantages
+
+- **Advanced filtering options** - Customize report results with filters for categories, statuses, and dates.
+- **Cross-platform consistency** - Enjoy a seamless experience across desktop and mobile platforms.
+- **Saved reports** - Save and revisit frequently used report queries for recurring tasks.
+
+---
+
+# Report Filters
+
+Expensify’s report filters help users narrow down results to find specific data. Filters include:
+
+- **Type-based filters** - Categorize data by expenses, invoices, trips, and chats.
+- **Contextual filters** - Further refine results based on the selected type. For example:
+  - Expenses: Outstanding, Approved, Paid
+  - Invoices: Outstanding, Paid
+  - Trips: Drafts, Upcoming, In Progress, Past
+- **Advanced filters** - Enable precise reports using query syntax (e.g., `type:expenses status:approved`).
+
+---
+
+# Search Format
+
+Using this search format allows you to define complex report parameters using simple text commands. 
+
+## Popular Searches for Employees
+
+- **Reports I need to submit:** `type:expense status:drafts from:"[email protected]"`
+- **Expenses that haven’t been paid back yet:** `type:expense status:approved from:"[email protected]" expense-type:cash`
+
+## Popular Searches for Admins
+
+- **Search by category (e.g., all "Meals & Entertainment" expenses):** `type:expenses category:"Meals & Entertainment"`
+- **Locate unapproved reports:** `status:unapproved`
+- **Unapproved employee expenses:** `type:expense status:outstanding`
+- **Unpaid employee expenses:** `type:expense status:approved`
+- **All card spend from December 2024:** `type:expense status:all expense-type:card posted<=2024-12-31 posted>=2024-12-01`
+
+## Access Search Commands:
+- **Option 1:** Click Reports at the bottom of the left-hand navigation bar.
+- **Option 2:** Click the magnifying glass in the upper-right corner.
+
+---
+
+# Reports Overview by Type
+
+## Expenses – Quickly Locate Your Expense Details
+Advanced filtering options in the Reports feature allow you to locate specific expenses without unnecessary scrolling or manual searches.
+
+**Use Filters To:**
+- View expenses by status, such as **Drafts**, **Outstanding**, or **Paid**.
+- Search for expenses by category (e.g., "Meals & Entertainment") or merchant (e.g., "Starbucks").
+- Analyze unapproved expenses to manage pending reimbursements or approvals efficiently.
+
+---
+
+## Chats – Access Specific Conversations Instantly
+Your communication history is always accessible in one place, helping you stay organized and responsive.
+
+**Features Include:**
+- Search for specific messages by keyword or participant.
+- Filter chats by **Unread**, **Drafts**, or **All** to focus on relevant discussions.
+- Quickly locate conversations with links, attachments, or references to expenses and reports.
+
+---
+
+## Invoices – View and Manage Invoices Effortlessly
+The Invoices section of Reports provides a streamlined way to handle billing. 
+
+**Key Functionalities:**
+- View invoices by status, such as **Outstanding** or **Paid**.
+- Filter invoices to locate specific client transactions quickly.
+- Access detailed invoice data, including amounts, due dates, and payment statuses.
+
+---
+
+## Trips – Navigate to Trip-Related Data with Ease
+The Trips section in Reports helps you stay on top of travel-related information:
+
+**Features Include:**
+- Filter trips by status, such as **Drafts**, **Upcoming**, **In Progress**, or **Past**.
+- Search for trip details using destination, dates, or traveler names.
+- Access hybrid reports for trips with multiple bookings to get a complete view of expenses and itineraries.
+
+---
+
+# Using Filters
+
+To refine report results using filters:
+1. Press the **Reports** icon (🔍) to open the report router.
+2. Enter a keyword or phrase in the search bar.
+3. Select a **Type-based filter** (e.g., Expenses, Invoices) from the tab bar.
+4. Tap **Filters** to view advanced filtering options.
+5. Customize your report by applying filters such as category, status, or date.
+6. Press **Apply** to see the refined results.
+
+---
+
+# Saving Reports
+
+Save frequently used report queries for quick access:
+1. Perform a report query using the report router and filters.
+2. Tap **Save Report** in the Filters menu.
+3. Name the report or use the default name based on the query syntax.
+4. Access saved reports:
+   - On desktop: In the **Saved** section of the left-hand menu.
+   - On mobile: In the **Type** button menu at the top of the page.
+5. Rename or delete a saved report using the three-dot menu next to the report.
+
+---
+
+# FAQ
+
+## Why can’t I see some advanced filters?
+Advanced filters are enabled incrementally. If a filter isn’t visible, ensure that your workspace or account settings support the relevant feature (e.g., categories, statuses).
+
+## Why are my mobile and desktop report experiences slightly different?
+Expensify ensures cross-platform consistency where possible. However, certain features, like the layout of filters or saved reports, are optimized for device-specific usability.
+
+## How do I find unsubmitted reports?
+Use the following steps to locate unsubmitted reports:
+1. Go to the **Reports** page.
+2. Select **Expenses** from the Type-based filter.
+3. Apply the **Drafts** contextual filter to view all unsubmitted reports.