
Expensify.org is accepting proposals for new campaigns. Submit yours here by April 30th to receive up to $100,000 in funding for campaigns dismantling injustice related to: Climate, Homes, Hunger, Reentry, or Youth.
Deep Dive: Default export formats

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?

Now you're caught up the basics, let's have a look at your export options.
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:- Jump into your Reports tab
- Select the reports you want to export (you can use the filters to help you find the reports your after)
- Select the "Export to" button in the top right corner

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!
Related Articles
- Deep Dive: Saving and exporting reports in Expensify
- How-to: Export reports to a CSV template
- Deep Dive: Custom Report Export Formats
Tagged: