diff --git a/docs/articles/expensify-classic/reports/Edit-a-report.md b/docs/articles/expensify-classic/reports/Edit-a-report.md new file mode 100644 index 000000000000..b10dd2ce3019 --- /dev/null +++ b/docs/articles/expensify-classic/reports/Edit-a-report.md @@ -0,0 +1,133 @@ +--- +title: Edit a report +description: Make updates to a report +--- +
+ +You can update a report’s details such as the report title, workspace, report type, layout, and the attached expenses. + +{% include info.html %} +Some report details may be restricted from editing depending on your workspace settings. +{% include end-info.html %} + +# Edit report title + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click the **Reports** tab and select the report. +2. Click the pencil icon next to the name and edit the name as desired. +3. Press Enter on your keyboard to save the changes. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Tap the ☰ menu icon in the top left. +2. Tap the **Reports** tab then tap the report. +3. Tap the report name to edit it. +{% include end-option.html %} + +{% include end-selector.html %} + +# Change the report workspace + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click the **Reports** tab and select the report. +2. Click **Details** in the top right of the report. +3. Click the Workspace dropdown list and select the correct workspace. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Tap the ☰ menu icon in the top left. +2. Tap the **Reports** tab then tap the report. +3. Tap **Edit** in the top right. +4. Tap the current workspace name to select a new one. +5. Tap **Done**. +{% include end-option.html %} + +{% include end-selector.html %} + +# Change the report type + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click the **Reports** tab and select the report. +2. Click **Details** in the top right of the report. +3. Click the Type dropdown and select either Expense Report or Invoice. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Tap the ☰ menu icon in the top left. +2. Tap the **Reports** tab then tap the report. +3. Tap **Edit** in the top right. +4. Tap either Expense Report or Invoice. +5. Tap **Done**. +{% include end-option.html %} + +{% include end-selector.html %} + +# Change the report layout + +1. Click the **Reports** tab and select the report. +2. Click **Details** in the top right of the report. +3. Click the view option that you want to change: + - **View**: Choose between a basic or detailed report view. + - **Group By**: Group expenses on the report based on their category or tag. + - **Split By**: Split out the expenses based on their reimbursable or billable status. + +# Edit expenses + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click the **Reports** tab and select the report. +2. Click **Details** in the top right of the report. +3. Click the pencil icon at the top of the menu. +4. Hover over an expense and edit: + - A specific field by clicking the pencil icon next to it. + - Multiple fields by clicking the pencil icon to the left of the expense. +{% include end-option.html %} + +{% include option.html value="mobile" %} +1. Tap the ☰ menu icon in the top left. +2. Tap the **Reports** tab then tap the report. +3. Tap an expense to open it. +4. Tap any field on the expense to edit it. +{% include end-option.html %} + +{% include end-selector.html %} + +# Remove expenses + +{% include info.html %} +This process only removes the expense from the report—it does not permanently delete the expense. +{% include end-info.html %} + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +1. Click the **Reports** tab and select the report. +2. Click the X icon to the left of the expense to remove it from the report. +{% include end-option.html %} + +{% include option.html value="mobile" %} + +**Android** + +1. Tap the ☰ menu icon in the top left. +2. Tap the **Reports** tab then tap the report. +3. Hold the expense and tap Delete to remove it from the report. + +**iOS** + +1. Tap the ☰ menu icon in the top left. +2. Tap the **Reports** tab then tap the report. +3. Swipe the expense to the left and tap Delete to remove it from the report. + +{% include end-option.html %} + +{% include end-selector.html %} + +