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Creating a Custom Report

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Tallie allows you to generate your own custom expense reports. To create a custom report:

  • Navigate to your Purchases page.
  • Click to highlight the expenses you wish to include in the custom report.
    • Please Note: If you do not have a photo uploaded to a transaction, click the receipt window to upload a receipt from a file browser.
  • When you are finished selecting expenses, click Start Report on the right-hand side. You will be brought to the Expense Reports page to view, edit, and submit your new report.

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  • You may also generate a custom report from the Expense Reports page by clicking the green plus sign in the left column.

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