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Snap type:

Write

Description:

This Snap creates reports in Expensify.

Expected upstream Snaps: File reader followed by any file parser followed by Structure.
Expected downstream Snaps: Any file Formatter followed by File Writer.
Expected input: Input request data.
Expected output: The information about the created report.

Prerequisites:

[None]

Support and limitations:

Works in Ultra Tasks.

Account:

This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Expensify Account for information on setting up this type of account.

Views:

Input	This Snap has exactly one document input view.
Output	This Snap has at most one document output view.
Error	This Snap has at most one document error view and produces zero or more documents in the view.

Settings

Label

Required. The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline.

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Supported Attributes for Create Report operation

The details about attributes to be passed as input for create report operation can be found at following link: create report attributes.

Examples

JSON for Creating Report

{
    "inputSettings": {
        "type": "report",
        "policyID": "0123456789ABCDEF",
        "report": {
            "title": "Name of the report",
            "fields":{
                "reason_of_trip": "Business trip",
                "employees": "3"
            }
        },
        "employeeEmail": "user@domain.com",
        "expenses": [
            {
                "date": "yyyy-mm-dd",
                "currency": "USD",
                "merchant": "Name of merchant",
                "amount": 1234
            },
            {
                "date": "yyyy-mm-dd",
                "currency": "CAD",
                "merchant": "Name of merchant",
                "amount": 2211
            }
        ]
    }
}

Snap Pack History

Click to view/expand

Release	Snap Pack Version	Date	Type	Updates
November 2025	main33142	12 Nov 2025	Stable	Updated and certified against the current SnapLogic Platform release.
August 2025	main32088	13 Aug 2025	Stable	Updated and certified against the current SnapLogic Platform release.
May 2025	441patches31579	03 Jul 2025	Latest	Fixed an issue with the Expensify Snaps, where the Snaps did not display the `snap_details` list when the error view was configured. Fixed an issue with the Expensify Export Report Snap where the Snap displayed an error when no input data was received by the Snap.
May 2025	main31019	14 May 2025	Stable	Updated and certified against the current SnapLogic Platform release.
February 2025	main29887	12 Feb 2025	Stable	Updated and certified against the current SnapLogic Platform release.
November 2024	main29029	13 Nov 2024	Stable	Updated and certified against the current SnapLogic Platform release.
August 2024	main27765	21 Aug 2024	Stable	Updated and certified against the current SnapLogic Platform release.
May 2024	main26341	08 May 2024	Stable	Updated and certified against the current SnapLogic Platform release.
February 2024	main25112	14 Feb 2024	Stable	Updated and certified against the current SnapLogic Platform release.
November 2023	main23721	08 Nov 2023	Stable	Updated and certified against the current SnapLogic Platform release.
August 2023	main22460	16 Aug 2023	Stable	Updated and certified against the current SnapLogic Platform release.
May 2023	main21015	10 May 2023	Stable	Upgraded with the latest SnapLogic Platform release.
February 2023	main 19844	09 Feb 2023	Stable	Upgraded with the latest SnapLogic Platform release.
November 2022	main18944	10 Nov 2022	Stable	Upgraded with the latest SnapLogic Platform release.
August 2022	main17386	11 Aug 2022	Stable	Upgraded with the latest SnapLogic Platform release.
4.29	main15993	14 May 2022	Stable	Upgraded with the latest SnapLogic Platform release.
4.28	main14627	12 Feb 2022	Stable	Upgraded with the latest SnapLogic Platform release.
4.27	main12833	13 Nov 2021	Stable	Upgraded with the latest SnapLogic Platform release.
4.26	main11181	14 Aug 2021	Stable	Upgraded with the latest SnapLogic Platform release.
4.25	main9554	08 May 2021	Stable	Upgraded with the latest SnapLogic Platform release.
4.24	main8556	13 Feb 2021	Stable	Upgraded with the latest SnapLogic Platform release.
4.23	main7430	14 Nov 2020	Stable	Upgraded with the latest SnapLogic Platform release.
4.22	main6403	12 Sep 2020	Stable	Upgraded with the latest SnapLogic Platform release.
4.21	snapsmrc542	09 May 2020	Stable	Upgraded with the latest SnapLogic Platform release.
4.20	snapsmrc535	08 Feb 2020	Stable	Upgraded with the latest SnapLogic Platform release.
4.19 Patch	expensify8335	02 Dec 2019	Latest	Fixed the broken doc link for the Expensify Export Report Snap.
4.19	snaprsmrc528	14 Nov 2019	Stable	Upgraded with the latest SnapLogic Platform release.
4.18	snapsmrc523	10 Aug 2019	Stable	Upgraded with the latest SnapLogic Platform release.
4.17	ALL7402	11 Jun 2019	Latest	Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.
4.17	snapsmrc515	11 Jun 2019	Latest	Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box.
4.16	snapsmrc508	16 Feb 2019	Stable	Upgraded with the latest SnapLogic Platform release.
4.15	snapsmrc500	15 Dec 2018	Stable	Upgraded with the latest SnapLogic Platform release.
4.14	snapsmrc490	11 Aug 2018	Stable	Upgraded with the latest SnapLogic Platform release.
4.13	snapsmrc486	12 May 2018	Stable	Upgraded with the latest SnapLogic Platform release.
4.12 Patch	expensify4883	19 Mar 2018	Latest	Added support for more complex or larger reports.
4.12	snapsmrc480	17 Feb 2018	Stable	Upgraded with the latest SnapLogic Platform release.
4.11	snapsmrc465	11 Nov 2017	Stable	Upgraded with the latest SnapLogic Platform release.
4.10	snapsmrc414	12 Aug 2017	Stable	Upgraded with the latest SnapLogic Platform release.
4.9	snapsmrc405	13 May 2017	Stable	Upgraded with the latest SnapLogic Platform release.
4.8	snapsmrc398	11 Feb 2017	Stable	Upgraded with the latest SnapLogic Platform release.
4.7	snapsmrc382	23 Nov 2016	Stable	Upgraded with the latest SnapLogic Platform release.
4.6	snapsmrc362	13 Aug 2016	Stable	Upgraded with the latest SnapLogic Platform release.
4.5.1	snapsmrc344	18 May 2016	Stable	Upgraded with the latest SnapLogic Platform release.
4.5	snapsmrc344	18 May 2016	Stable	Enhanced the error view output to include error, reason, and resolution.

Expensify Create Report

Settings

Supported Attributes for Create Report operation

Examples

JSON for Creating Report

See Also

Snap Pack History

snapsmrc486

snapsmrc480

snapsmrc414

snapsmrc398

snapsmrc382

snapsmrc344

snapsmrc344