If you see a trip/expense you don’t want to be included in the report, swipe left and press the red “Remove from Report” button.  

Pro tip: Don’t worry, this will remove the item from the report but won’t delete it from your app! The trip/expense will still be classified as your Team Purpose but will no longer be in this report.

Android example:                             iOS example:
             

Step 1: To add a Trip or Expense to a report, Open the app and go to Reports. Click “Create Report” and give it a title (such as “Old drives”).

a. Android example:
   

b. iOS example: 

Step 2: Slide the toggle to Trips or Expenses (whichever one you need). Click the Go To Trips button
A. Android example:                                            b. iOS example

Step 3: This will take you to the Add to Report Screen, where you see the Report total on the top that increases as you swipe for Work.

 a. Android Example:                              b. iOS example
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Step 4: Need to search for a trip? Click the button in the top right corner to FILTER for the trips/transactions you want to add. You can filter by your Team Purpose, by Date, or by Place.

A. Android Example:                                                       
             

b. iOS example:

Step 5: Once you have classified your trips and expenses for the Team Purpose, it should appear in your draft reports. Don't forget to submit!