How-to: Export reports to a custom template

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Sheena Trepanier
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
edited August 2020 in How-to Docs

You can export reports in bulk or individually to a custom export template you've built in your Expensify account.

To export reports

  1. Log into your account using your preferred web browser,
  2. Head to your Reports page,
  3. Adjust your filters if necessary and check the boxes to the left of the reports you want to export, or click on the title of a single report,
  4. Click the “Export to” button and choose the pre-configured export file.
Image of the Expensify Reports page with the reports selected and the Export To button highlighted at the top right, with the drop down menu of report formats
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