You can easily download all your expense reports to your computer. Reports can be downloaded in PDF, Excel, and CSV format.
To download your expense reports, follow the steps mentioned below:
Under the Reports section, select the report that needs to be downloaded using the checkbox.
Once you have selected the checkbox, the option to Export and Generate PDF will be visible on the main tab above the report list.
If you wish to download the report in form of a PDF, click on Generate PDF. A pop-up box will appear where you can select if you would like to download the report with or without the receipts attached to it.
Once you have selected your preferred choice, click on the Email button. The generated PDF will be sent to you via email on your official email ID.
Export via Excel or CSV
If you wish to download the report in Excel or CSV format click on Export. In the pop-up box that appears, select the format required and click on the Next button.
You can customize the columns to be included or excluded from the report for the download using the checkboxes.
If you wish to customize the report further, click on the Advanced Settings button.
Under advanced settings, you can modify:
The date format: The formats you can choose from include DD/MM/YYY, MM/DD/YYYY, and YYYY/MM/DD.
Entry format: You can choose if you would like column headers or double-line entries. Hover your mouse over Sample Preview to see a sample of how the entry would look like.
Columns: You can customize your column header, type, and source as per your preference.
Once the required customizations have been selected, click on the Export button. The file will be sent to you via email on your official email ID.
You can also download the expense report by clicking on the required report, and on the View Report screen, click on the Three Dots button on the left side.
In the drop-down menu that appears select the format in which you would like to download the report and the download will begin.
Note: The download will consist of all expenses (and/or receipts) in the report. Any comments added to the report will not be captured in the download.
Following the mentioned steps, you can easily download your expense reports to your computer.
To learn more about how you can share your expense report via email, click here.