[$250] [Due for payment 2026-01-27] [CFI] Add group-by columns

[luacmartins]

Coming from #71821, we want to add specific columns to type:expense-report, as follows:

Displaying group-by: results

Displaying group-by: results

• Add default group column headers:
  • group-by:from
    • From
    • Expenses
    • Total
  • group-by:card
    • Card
    • Feed
    • Expenses
    • Total
  • group-by:withdrawal-id
    • Bank account
    • Withdrawn
    • Withdrawal ID
    • Expenses
    • Total
• Default sort column:
  • group-by:from: “From” (A-Z)
  • group-by:withdrawal-id : “Withdrawn” (newest > oldest)
  • group-by:card: “Card” (A-Z)
• Allow all columns to be clicked to sort.

Issue Owner

Current Issue Owner: @

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~022018894401108768495
• Upwork Job ID: 2018894401108768495
• Last Price Increase: 2026-02-11

[zanyrenney]

@luacmartins this will need a help page update to the filters page, right?

[zanyrenney]

If so, please add the "new feature" label to get a BZ assigned.

[luacmartins]

Maybe? We're changing the UI for group-by rows and allowing sorting on the each column. I'll add the labels just to make sure. Thanks!

[melvin-bot]

Triggered auto assignment to @VictoriaExpensify (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO. Remember to draft any necessary HelpDot updates by following the instructions here.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @dannymcclain (NewFeature)