Important Notice: After July 31, 2024, the Expensify community will no longer be available. Help docs and resources can be found on help.expensify.com and you can message Concierge with any additional questions.

How do I run a report with receipts from one expense category?

Options
pastorzaf
pastorzaf Expensify Customer Posts: 1 Expensify Newcomer

I'm hoping to export some sort of report that only shows the receipts from one expense category.

Answers

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited December 2017
    Options

    Hi @pastorzaf - great question! From your Expense page, you should be able to filter expenses based on their reported/submitted state, a specific date range, and category or tag. Once you've sorted your expenses, you can select all displayed and export to a custom default template you build in your account, or the default export template we offer all users. (Below)

    You can also learn more about creating your own custom export to analyze your expenses further by looking at our help doc here.