A printed report formats an expense report for printing. Users print reports from the Print/Email menu, which appears when they open an expense report from the Expense page. The Printed Reports tool lets you create and modify these printable reports.
You assign printed reports to the expense policies within the Policies tool.
There are two main components to creating or modifying a print format: general information and content.
General information defines the template used, name of the print format, whether employees can choose to print expenses or itemizations, and currency settings.
On the other hand, content includes the information that appears on the printed report, such as fields that are displayed, orientation of the barcode, and instructional text.
Key Points:
- You can add all standard, org unit, and custom fields to a printable report.
- Org unit and custom fields display the field name defined in the Forms & Fields tool, not the label.
- You can't modify or remove all default print formats.
- The most common print options are pre-built into the global template.
- When creating a new printed report, it's recommended to copy an existing template or print format and then modify the copied version.
