📌Note: If you cannot follow the below steps, you need to check if you have the required permissions.
As an administrator, you can create, edit, and share reports tailored to self-service claims, with fields including, claim type, description, amount, submission status, approval status, and a detailed breakdown based on expense type.
To create a custom report tailored to self-service claims, follow the below steps:
Click Reports then click Custom Reporting.
Click Create a Custom Report.
On the Data Type, select Self-Service Claims.
Add a report name and a report description.
Click Submit then click back into the newly report created.
Click Refresh button in the top right corner to trigger the initial data load.