Creating a Custom Report

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Tallie allows you to generate your own custom expense reports. To create a custom report:
 
  • Navigate to your Purchases page
  • Click to highlight the expenses you wish to include in the custom report
    • Note: If you do not have a photo uploaded to a transaction, clicking the receipt window will bring up file browser for you to upload a receipt image
  • When you are finished selecting expenses, click Start Report on the right-hand side and you will be brought to the Expense Reports page to view, edit, or submit your new report

 
  • Alternatively, you can also generate a custom report from the Expense Reports page by clicking the green plus sign in the left column



Video Guide

Creating a Custom Report: