Filters and options in the Expense Summary report

A complete reference to every filter available when running the Expense Summary report.

11 Tem 2026

When you generate the Expense Summary report, you can customize it using several filters to narrow down the results and focus on the data that matters to you.

Date Filters

Filter	What It Does	Example
Start Date	Sets the earliest date to include in the report. Leave blank to include from the beginning of your business records.	2026-01-01
End Date	Sets the latest date to include in the report. Leave blank to include through today.	2026-06-30

Category & Account Filters

Filter	What It Does	Example
Expense Category	Narrows the report to show only expenses from one or more selected categories. Leave blank to show all categories.	"Office Supplies," "Travel"
Specific Accounts	If your chart of accounts is detailed, you may filter to specific expense accounts rather than broad categories.	"Office Rent," "Equipment Lease"

Organizational Filters

Filter	What It Does	Example
Department	Shows expenses by department (if your business structure uses departments). Helps you see which department is spending the most.	"Sales," "Administration," "Operations"
Cost Center	Filters by cost center if your business allocates costs to different centers.	"Head Office," "Branch A," "Warehouse"
Location	Some multi-location businesses can filter by branch or location.	"Kabul," "Herat"

Status & Posting Filters

Filter	What It Does	Example
Posted/Draft	Posted: includes only expenses that have been finalized in the system. Draft: shows unpublished expenses (not counted in accounting). Choose one or both.	Posted only, or Posted + Draft
Approval Status	If your business requires approval of expenses, filter by approval status.	"Approved," "Pending," "Rejected"

Output & Presentation Options

Option	What It Does
Sort by Amount	Displays expense categories from highest to lowest total, or vice versa. Helps you spot major spending areas quickly.
Include Percentage	Shows what percentage of total spending each category represents.
Show Transaction Count	Displays how many individual expense transactions contribute to each category total.
Currency	If your business operates in multiple currencies, select which currency to display (or "All").

Tips for filtering

Empty results? Your filters may be too restrictive. Remove or broaden one filter at a time and regenerate.
Too much data? Add more filters to focus on specific departments, categories, or date ranges.
Comparing periods? Run the report twice (once per period) with the same category filters to compare trends.

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