Adding more export options for your reports

Ted Harris

Whilst getting data into Expensify has always been easy, getting what you need out has sometimes proved slightly more difficult, especially when it comes to specific breakdowns by Categories and Tags. Today we’re happy to announce a handful of new default exports available in every Expensify account to make this process even easier.

While the easiest way to export your data for accounting is to use one our fully functional accounting integrations, or even one of our indirect integrations, sometimes we know you need a bit of extra reporting.

After listening to user feedback and doing some research, we’ve added the following:

• Basic Export - A simple breakdown of your expense reports
• Tag Export - Expense reports grouped by Tag
• Category Export - Expense reports grouped by Category
• Detailed Export - A dense but very detailed export displaying all of the expense and report level info you could ever wish for.
• Report Level Export - Simple export of only report level data
• Multiple Tax Export - We’re now making this available to everybody, everywhere, by default.

Note: This makes no change to your own carefully curated Custom Exports, and for a quick overview, you still can’t beat our Analytics page!

Take a look when you get a chance, and if you think we’ve missed an obvious one, let us know below!

Julia

Is there a way to turn this feature off?
I am concerned that this slew of options will prompt more of our employees to start exporting these reports, which we do not want.
We have corporate credit cards, and I was informed back in the first quarter that there was a change in Expensify's logic when merging smart scanned receipts and credit card transactions after they post from the bank. I was told the logic was changed to only look for transactions that had not yet been exported (either by an admin or a user) as opposed to being triggered by the report status.
I'm just returning from maternity leave so perhaps that logic has since been re-evaluated as well.

Rachael Hopkins

Hi @Julia, no, not at this stage there is not. It's not often that general users export reports without being directed to. I think that issue you had was an Admin who had been exporting them (from memory)?

But please do reach out if you think it is an issue once it's been put into practice (or not, as the case may be).

Path1123

Are the reports always exported in Excel?
I love the pie charts that are created in Expenses. I wish those could be exported in pdf.
I need a copy of each employees expenses with receipts for our auditors. Is there an easy way to get them exported all at once with the thumbnails of the receipts?

Rachael Hopkins

Hi @Path1123 Welcome to the Expensify Community!

You can't export to CSV with thumbnails, but each row will have a linked image and your auditors can click through to a full-size image.

Alternatively, you would need to export individual reports to PDF.

Ted Harris

Hi @Path1123 - there genuinely shouldn't be any issues with exports including direct links to employee receipts for an auditor, and as MS Excel doesn't support Images natively this would be impossible there.

Outside of that, Google Sheets offer an =IMAGE function you can use to pull Images into a dataset. If you wanted to make use of this (fairly useless, but nifty feature anyway!), you'd just have to reformat your .CSV export receipt URL line to read: =image("{expense:receipt:url:direct}") instead.

After going to effort of uploading it to Google Drive and opening it in Sheets, you get these tiny images in-line!

If anything, this makes it significantly more difficult for an auditor to view the receipt, because it requires resizing rather than a simple click, but just in case you were interested in nifty things!

OI123

Hi.
I am not seeing the option to export data as you have in your screenshot. Please advise.

SuzanneK

I have no idea what to choose. I used to just export to QBs desktop. Stop changing things.

SuzanneK

What happens when you export by Category? There is very little explanation for all this.

Sheena Trepanier

@OI123 - Can you confirm you have checked the boxes to the left of the reports you want to export? That is an important bit to get the "Export to" box to populate.

Cheers!

Sheena Trepanier

@SuzanneK - Are you still connected to QuickBooks Desktop? You should still have that option, even with the addition of these new templates.

Feel free to test the various templates to learn if their export type is right for you. It's no extra cost to use exports and they should be very helpful. Regarding the category export, you'll see a breakdown of expenses by category when used.

SuzanneK

I am afraid to export them and not know what they will do in QB's. Is they a good explanation of what these do when exported? The old way exports to my cc register. I fixed the other issue.

OI123

@Sheena Trepanier I realized that was the trigger to get the export boxes to appear. Thanks for the response!

Sheena Trepanier

Hi @OI123! Okay great, thanks for letting me know and I'm so glad you were able to get it figured out. Let me know if you run into other questions.