Deep Dive: Default export templates
Victoria O'leary
Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 110 Expensify Team
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.
Your spreadsheet program might format some of the exported data in an exponential form (1.7976931348623157e+308). If that happens, you can correct it by changing the data to Plain Text or a Number in your spreadsheet program.
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 page
- 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:- 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.
- Basic Export - This is the best way to get a simple breakdown of all your expenses - just the basics.
- Canadian Multiple Tax Export - Tax, GST, PST...if you need to know tax then this is the export you want!
- Category Export - Want to see a breakdown of your expenses by Category? This is the export you.
- Per Diem Export - The name says it all.
- Tag Export - Much like the Category Export, but for Tags.
Formatting exported reports
Your spreadsheet program might format some of the exported data in an exponential form (1.7976931348623157e+308). If that happens, you can correct it by changing the data to Plain Text or a Number in your spreadsheet program.
Related Articles
- Deep Dive: Saving and exporting reports in Expensify
- How-to: Export reports to a CSV template
- Deep Dive: Custom Report Export Formats
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