How do I get a yearend total of expenses by category, with subtotals by category in the report?

rkrandall · January 3

Please provide step by step instructions for designing this report.

Isabela Stisser · January 6

Hi @rkrandall, thanks for posting to the Community! In your policy, you have the ability to build a custom export template that would allow you to export expenses by category.

You can learn more about our custom export template here.

If you have questions, please reach out to [email protected] and the team will be happy to help!

Thanks!

How do I get a yearend total of expenses by category, with subtotals by category in the report?

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