Guide: Create and Save Reports in Acubiz

Acubiz includes a reporting feature that provides an overview of your recorded transactions. You can create reports for expenses, mileage, time registration, and per diems.

ℹ️ Note: The report is displayed on the screen only and cannot be downloaded, shared, or sent. The report contains only your own transactions. If you are an approver, previously approved receipts from other employees will not appear.

How to Create a Report

1. Open Acubiz.
2. Open the menu and select Reports.
3. Choose parameters for the report:
   • Transaction Type: Select the desired type (Expense, Mileage, or Per Diem).
     
     ℹ️ Note: The list may vary depending on your setup.
   • Time Interval: Specify the date field for the report:
     
     • Custom: Specify a specific start and end date.
     • Today / Yesterday: Report for the current day or the previous day.
     • This Month / Last Month: Report for the current or previous calendar month.
   • Additional Filter: Filter by specific dimensions to narrow the search.
     
   • Grouping: Choose the display order in the report (transaction type is always shown first).
     

Save a Report for Later Use

If you regularly generate reports with the same search criteria, you can save the setup as a shortcut:

1. Click the save icon in the New Report window.
   
2. Enter a descriptive name for the report.
   
3. Press Save.

The report will then be available as a direct shortcut in the Acubiz menu.