Configure Default Filters for Expense Manager Views

The Filters tab allows you to define the conditions that control which Expense Reports appear in your view. You can apply filters to include or exclude specific data, such as report status, date range, or assigned user. You can add simple filters or create nested filters for more complex conditions. Filters help narrow down results to the most relevant expense information.

Users can modify filters at view time without changing your default configuration.

Add a Filter

1. Click the Add button to create a new filter line.

2. From the available lists, select the required Filter Criteria:

   1. Choose a Field Name

   2. Depending on the Field you choose, the Condition available to you will vary and may include one of the following options to choose from:

      1. Select In, Not In and then choose the Value 1.
      2. Select =, <>, Like, Not Like, In, Not In and then enter the Value 1.
      3. Select >=, <=, <, >, Between, Not Between and then enter a value in Value 1/Value 2.

         Tip: For details about each filter type, see Available Filter Options.

3. Click the Save button located against the line item to save it.

   Note: Note: If you add more than one filter, you must save each filter line individually. Unsaved filters will be lost when you close the dialog box.

4. Repeat steps 1-3 above to add additional Filters, if necessary.

   Tip: To create more advanced filtering conditions, add a nested Filter. See Add a Nested Filter below.

5. Click Save to apply your changes.

Add a Nested Filter

Nested filters allow you to build more complex filtering conditions.

1. Select the New button next to an existing filter.
2. A nested filter line is added below the current filter.
3. From the Combine list, choose how the nested filter should relate to the main filter:
   1. And – Includes results that meet both conditions.
   2. Or – Includes results that meet either condition.
4. In Field Name, select the field you want to filter by.
5.  Depending on the Field you choose, the Condition available to you will vary and may include one of the following options to choose from:
   1. Select In, Not In and then choose the Value 1.
   2. Select =, <>, Like, Not Like, In, Not In and then enter the Value 1.
   3. Select >=, <=, <, >, Between, Not Between and then enter a value in Value 1/Value 2.

      Tip: For details about each filter type, see Available Filter Options.

6. Click the Save button located against the line item to save it.
7. Repeat steps 1-6 to add additional nested filters as needed.
8. Click Save to apply your changes.

Delete a Filter

You can delete a single filter or multiple filters at once.

1. To delete a single filter: Click Delete on the corresponding filter row.
2. To delete multiple filters: Select the checkboxes next to the filters or nested filters you want to delete, then click Delete in the table header.

   Note: The selected filters or nested filters are permanently removed after deletion.