If you would like to see a comprehensive list of all expense reports that are pending approval, you have two options. You can use the Workflow Aging - Details Standard Report or the Reports Pending Approval Details report from the Persona Dashboards folder.
To get the list of expense reports which are pending for approval using the Workflow Aging - Details report:
- Select Home or Administration
- Select Intelligence
- Select Team Content > Intelligence - Standard Reports
- Select Expense Processing
- Select Workflow Aging - Details
There is also another report that can be used that will list all the expense reports that are pending approval with the steps below:
- Select Home or Administration
- Select Intelligence
- Select Team Content > Intelligence - Standard Reports
- Select Persona Dashboards > Department Manager Overview > Detail Reports > Reports Pending Approval Details
This report also identifies the Expense Reports that are pending approval but does not include the name of Approvers associated with the reports. It shows the name of the employees who submitted the report, the employee id, the name and Report ID of the Expense Report, Date Submitted and the Amount.
Note: We recommend making a copy of each of these reports and saving the copy in your My Content folder before running the report. This ensures the report returns up to date data.
To view these reports in Excel:
1. On the results page, click the HTML icon
2. Select View in Excel
3. Select View in Excel 2007 Data
