Mirror Classic reconciliation auto-report functionality for statements

[MelvinBot]

Feature Request: Mirror Classic reconciliation auto-report functionality for statements

Problem

When reconciling unreported expenses in New Expensify, we currently can only create reports on the admin's default workspace. This doesn't match Classic behavior and forces admins to revert to Classic for reconciliation workflows.

Specifically, New Expensify is missing:

1. Auto-report option — Classic allows adding unreported transactions to the appropriate existing report (the last report created by the user) with a single click, even across multiple employees at once
2. Correct workspace targeting — Classic creates reports on the card's preferred workspace if the cardholder is a member, falling back to the cardholder's default workspace. New Expensify incorrectly uses the admin's default workspace
3. Existing draft report visibility — Cardholders' existing draft reports should appear in the report selection list

Expected Behavior (Classic)

When reconciling unreported expenses, the dropdown provides:

• Auto-report: Add to the last report created by the user (supports bulk operations across 100+ employees)
• New report: Create a new report using the card's preferred workspace (if cardholder is a member) or the cardholder's default workspace
• Specific reports: List of all open/processing reports belonging to the cardholder

Current Behavior (New Expensify)

Reports are created on the admin's default workspace, which is often not the workspace the cardholder should submit on. Draft reports are not shown.

Slack thread: https://expensify.slack.com/archives/C07NMDKEFMH/p1776155027547979

Issue Owner

Current Issue Owner: @daledah

[melvin-bot]

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

[melvin-bot]

Triggered auto assignment to @dannymcclain (Design), see these Stack Overflow questions for more details.

[shawnborton]

Anything needed from (double) Design here?!

[twisterdotcom]

I think we just need to understand how we show "Auto-report" here:

To match the Classic options we see:

[shawnborton]

We do have that same icon available to us for NewDot, so we could quite literally do the same thing here (add a separate row for Auto-Report).

[JmillsExpensify]

Totally fine with us doing this, though just for my clarity, @twisterdotcom did they not find the updated reconciliation report on ND useful?

[twisterdotcom]

They find it very useful. They can more easily find the unreported transactions because we separate "Unapproved" into "Unreported, Draft and Outstanding" which can be selected individually. Their problem is that they as admins can't do anything about them in the way they can from Classic.

[JmillsExpensify]

Gotcha, so my read on that is that the fundamental problem is that they are looking for unreported transactions. I think it's fine if we do this, but I do feel that it's not the "best practice." We should just make it super easy to flag and find unreported transactions. Because that should never happen. It's an oddity of Expensify that it happens in the first place.