Active User Report

LauraCLauraC Posts: 2 Expensify Newcomer

How do I run a report listing the active users in a particular time period? I'd like to manager our license on a monthly basis.

Best Answer

  • Sheena TrepanierSheena Trepanier Posts: 1,694 Expensify Success Coach
    edited February 2018 Accepted Answer

    Hi @LauraC, welcome! We don't have a way to export your billing history in bulk at this time, but you can see the active number of users you had each month in the policy billing owner's Account Settings > Billing section. From there simply click the 'View Receipt' button to see the number of active users on your bill.

    Cheers!

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,694 Expensify Success Coach

    Hi @lauraC, I hope you've been well. I wanted to circle back to you and update you with a pretty nifty and quick workaround to exporting your active users for the month to a spreadsheet.

    Once billing has run for the month, you can head to your Settings > Your Account > Billing tab and scroll down to your billing history. Click on the blue View Activity link for the month you want to export and then highlight and copy all the emails listed as active users.

    Next, head to Google Sheets and in A1 paste the emails you copied. With A1 still selected click on Data > Split text to columns. The entire list of emails will now be in individual cells.

    You can go one step further and organize the emails vertically be selecting all the cells with emails and copying the data. Click on cell A1 once more and then Edit > Paste Special > Paste Transposed.

    The resulting spreadsheet will have a full list of your active users, sorted alphabetically and vertically in individual columns.

    I hope this info helps you or another customer make this process easier.

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