Download Reports
How to download all reports and receipts into one file?
Answers
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Hey there @nwiseman! Welcome to the Expensify Community!
I'd be happy to help with this one, but I might need a bit more context to make sure I'm pointing you in the right direction.
Are you asking if it's possible to download each and every report that you personally have created, or are you asking if it's possible to download reports on behalf of your users?
Also, can you help me understand a bit more about why you need to do this? Is this just an exploratory question, or are you trying to accomplish something specific? If it's something. specific, I'd love to lend a hand if I'm able!
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Looking to download on behalf of all our users.
We are looking to have reports backed up on our server for our records. Only one file is needed.
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Sure, you'd just want to export using a custom export.
- Use the filters on your Reports page to filter by the date range you'd like to export reports, as well as any other criteria you'd like to narrow your results down to.
- Click the checkbox on the left to select all reports
- Click "Export to" and select a CSV to export the data to.
You can customize the exported CSV as well if you'd like to change the format of it. Read more about how to achieve that here.
I hope this is helpful!
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Thank you! How do we download the receipts as well?
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The receipts themselves cannot be downloaded in bulk--the CSV export will include a link to the report if you choose to use that column.
Otherwise, reports must be downloaded individually as PDFs to see the receipts.
