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Deep Dive: Default export formats

Victoria O'leary
Victoria O'leary Expensify Success Coach - Admin, Expensify Team Posts: 105 Expensify Team
edited November 2020 in Deep Dive Docs
So you've mastered the art of creating expense reports in Expensify, and now you want to start sorting and analyzing this data - where do you start?

Report Export Options

Let's just take a moment to get the basics out of the way. Here's how to export a report in 3 easy steps:
  1. Jump into your Reports tab
  2. Select the reports you want to export (you can use the filters to help you find the reports your after)
  3. Select the "Export to" button in the top right corner

Now you're caught up the basics, let's have a look at your export options.

Default export formats

As you should be able to see, all Group policy members have access to a few Default report export formats. So let's take a look at what each one does:
  • Basic Export - This is the best way to get a simple breakdown of all your expenses - just the basics.
  • Tag Export - Want to see a breakdown of your expenses by how they were tagged? This is for you.
  • Category Export - Much like your Tag Export, but for Categories!
  • All Data - Expense Level Export - The name says it all! This is for the people who want ALL the detail from their expense reports. We're talking Tax, Merchant Category Codes, Approvers - you name it, this report's got it!
  • All Data - Report Level Export - This is the report for those who don't need to see each individual expense but want to see a line by line breakdown at a report level - submitter, total amount, report ID - that kind of stuff.
  • Canadian Multiple Tax Export - Last but not least! Tax, GST, PST...if you need to know tax then this is the export you want!

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If you have any other questions, why not see if someone in the Community can help! Otherwise, shoot us a message on [email protected]