Is it possible to export more than one policy at a time?
Dear,
I have several policies and I would like to export a few, not all, at once. Meaning only have one report with a couple of policies. Is it possible?
Thank you,
Mathias
Answers
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Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify TeamHi @Mathias_Korbes0! I'm not really sure what you're referring to in terms of exporting. To clarify, reports can only belong to a single policy at a time, so there isn't a way to utilize settings across multiple policies in a single report.
Are you looking to export this to an accounting software, a CSV template, or something else? Any additional context you can provide will be great in helping me troubleshoot this further. Thanks!
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Hi Cortney,
By exporting I mean export to CSV file. When I go to the Reports tab, I can select different policies or all policies to search for reports. However, I want to select a few policies to see all reports under those policies and then export to CSV at once. Instead of export to CSV one by one.
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Ah, thanks for confirming @Mathias_Korbes0! It's only possible to filter by one policy at a time or by all policies at once. I'd recommend utilizing some of the other filters to get the reports you need. If there's anything else I can clarify, just let me know!
