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Expenses by employees

This report shows the total expenses incurred by employees for a specific date range. You can filter the report by department, project, and other parameters to get a detailed view of the expenses incurred by employees.

How to Generate a Report​

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Reports" section.
  3. Select the "Expenses" category.
  4. Click on the "Expenses by employees" report.
  5. Select the following report parameters:
    • Date Range: Select the date range for the report.
    • Report Format: Select the format for the report (Table, Bar Chart, or Pie Chart).
    • Department: Select the department(s) you want to include in the report.
    • Project: Select the project(s) you want to include in the report.
  6. Select the fields you want to include in the report.
  7. Click on the "Generate Report" button.

To view the report, click on the "View Report" button. You can also download the report in PDF, Excel, or CSV format by clicking on the "Download" button.