​Request or Voucher Report

1. Select a Document Type, either Request or Voucher.

2. Select one or more criteria to create a report - the traveler’s name (click Browse next to Traveler), the Status of the request or voucher, Group, Destination, departure or return dates.

a. Searching by Depart Date and/or Return Date:

• To search for information from a given time period, enter or select start and end dates in the Depart Date fields or the Return Date fields. You do not have use both Depart Date and Return Date.
• To find information for just one day, enter or select just one date in the start and end dates in the Depart Date fields or the Return Date fields.

b. Search for requests that have been Removed (deleted) or Expired (no voucher was created within 60 days of the return date on the request), select the related Status of a request or voucher.

c. If searching reports by traveler’s name (click Browse next to Traveler):

• If a traveler is not a proxy or an administrator, approver, or an auditor, the search will only list the traveler’s name.
• If the traveler is a proxy, the search will list the traveler and the people for whom they are a proxy.
• If the traveler is an Administrator, an Approver, a Fiscal Coder, or an Auditor, the search will include everyone who has been added to the application.

Figure 1 - Travel Express Voucher Report query

Figure 2 - Travel Express Request query

3. For Request reports, if you click the Voucher check box, only requests that have been used on vouchers will be displayed with their associated voucher(s).

4. Select a sort option to sort the report by, e.g., Traveler, Status, Depart Date, etc.

5. Click PDF Report, TXT Report, or CSV Report to generate a report in the format desired. A Travel Express Report for Requests can only be generated in PDF. For TXT and CSV reports, you may be prompted to open or save the report.

6. Click Open or Save.

7. The report will open in a new browser window. The traveler’s name, comments,  destination, fiscal coding, totals, etc. are displayed on the report. Print or save the report, then close the report’s browser window. If the columns in a CSV or TXT report do not line up properly, it is likely due to hard returns in the Comments or Purpose of Travel fields in Travel Express.

Voucher Report Formats: PDF, CSV, or TXT

PDF reports have some fields that CSV and TXT reports do not, and vice-versa. CSV and TXT reports have the same fields. The bolded text in the tables below are the fields that the reports have in common. Other fields are unique to that report.

CSV or TXT Report

 PDF Report