To create an Expense Report Saved Search by Expense Category filtered by Customer/Project, please perform these steps:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the Search Type.
3. Enter a Search Title and set the following:
Criteria tab > Standard sub tab:
*Type = Expense Report
*Main Line = F (No)
*Name = Set here the specific customer/project needed
Results tab > Columns sub tab:
Add fields needed to show as search columns including the following:
Available Filters tab:
*Name | Show in Footer = T
4. Save & Run.