how to export all data
I would like to export all data as admin, but it seems i can only generate report for my own expenses. any suggestion?
Answers
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Hey @benxie , welcome! If you're exporting through the Reports page, make sure to reset your filters and select all reports first - that'll make sure you have as many reports as possible.
If you're exporting via the Expenses page, you'll want to set your filters to show expenses from all submitters, not just you.
Does that help? If not, a screenshot of what you're trying to export would probably be easiest to see!
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Thank you for the reply. just talked to someone through your support chat. they said i said the reason i can't see it is because i only have individual policy but not group policy? is that true?
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Hey @benxie that sounds correct! If you need further guidance, let's continue to chat via Concierge chat and I'm glad to guide you.
