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I'd like to edit a new export format, then to edit a custom report that I created

jdevora_1jdevora_1 Expensify Customer Posts: 1

I'd like to edit a new export format, then to edit a custom report that I created

Answers

  • April BekkalaApril Bekkala Expensify Customer, Expensify Team Posts: 62 Expensify Team

    @jdevora_1

    Editing an export format will be determined by where the export was created. If you created a custom export format in your account settings then you will need to return to the Preferences page of your Account and scroll to CSV Export Formats. Settings -> Account -> Preferences

    If the export you need to edit was created in a policy's settings then you will want to go to the Export Formats page of that particular policy. Settings -> Policies -> Group -> [click policy title] -> Export Formats

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