Download Listing of Reports or Expenses

LJoy Expensify Customer Posts: 3

Hello I'm trying to download a report in excel or csv that shows users (name or email), date, and reports submitted. I would like to use this report to identify active and inactive users.

Best Answer

  • Sonia Liapounova
    Sonia Liapounova Expensify Success Coach - Admin, Expensify Team Posts: 210 Expensify Team
    Answer ✓

    @LJoy Ah, thanks for the additional info!

    Another thing you can do is have the billing owner check the active users under Settings > Account > Payments > Active Users. This will give you a list of emails of users who were active each month (activity is defined by report actions such as creating, editing, submitting, approving, reimbursing, exporting a report). You could then copy+paste them into a spreadsheet program and find a list of unique users, then use that to clean up your policy/domain.

    This might potentially be easier than exporting reports since with the export method you'd have to export all reports created this year which could take a while.