How do I run a report on certain types of expenses to do my own analysis of expenses?
Hi @AmyHochstetler - great question and welcome to the Community! You can perform analysis of expenses from the Expenses page of your account. Once you've filtered expenses to the view you need, you can export them to our default CSV template or a custom one you build in your account. (Below)
I'll share some of our documentation for these topics below.
Using Analytics on your Expenses pageBuilding a custom export templateCustom formula for your template