Creating an Advisor Report


After completing this lesson, you will be able to:

  • Create a new Advisor.

Create a New Advisor

Leveraging the Advisor feature to display reports can be an easy way for approvers or other members of an organization directly involved in the process, to see important data in order to help them make decisions.

Let’s look at an example. Mateo thinks it would be helpful for hiring managers to see an Advisor when reviewing time sheets that shows the budget versus actual spend. This would make it easier for hiring managers to know where the spend is at. Let’s look at how Mateo would create this new Advisor.

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