Description
Create a help doc article explaining what an "aging report" is and how to create one using Expensify's Spend page search operators.
Context
Users need guidance on how to use the Spend page to build aging reports — views that show how long expenses (e.g., unapproved Expensify Card transactions) have been outstanding, broken down by time period (month, quarter, etc.). The existing search operators (group-by:month, group-by:quarter, status:, expense-type:, date filters) already support this, but there's no dedicated help article explaining the concept or walking users through it.
Slack thread: https://expensify.slack.com/archives/C03U7DCU4/p1777945853807759
Proposed Location
App/docs/articles/new-expensify/reports-and-expenses/Create-an-Aging-Report.md
Key Content
- What an aging report is and why it's useful (e.g., tracking unapproved card accruals over time)
- Step-by-step instructions using search operators on the Spend page
- Example queries using
group-by:month, group-by:quarter, date ranges, status:outstanding, expense-type:card
- How to save searches for quick re-use
- How to visualize results with
view:bar or view:line
A draft PR with proposed content will follow.
Description
Create a help doc article explaining what an "aging report" is and how to create one using Expensify's Spend page search operators.
Context
Users need guidance on how to use the Spend page to build aging reports — views that show how long expenses (e.g., unapproved Expensify Card transactions) have been outstanding, broken down by time period (month, quarter, etc.). The existing search operators (
group-by:month,group-by:quarter,status:,expense-type:, date filters) already support this, but there's no dedicated help article explaining the concept or walking users through it.Slack thread: https://expensify.slack.com/archives/C03U7DCU4/p1777945853807759
Proposed Location
App/docs/articles/new-expensify/reports-and-expenses/Create-an-Aging-Report.mdKey Content
group-by:month,group-by:quarter, date ranges,status:outstanding,expense-type:cardview:barorview:lineA draft PR with proposed content will follow.