You can easily download your expense report(s) to your computer. Reports can be downloaded in PDF, Excel, and CSV format.
Use the following steps to download your expense report(s):
From the left panel, go to Reports. Now select the expense report(s) that you wish to download.
Download in PDF format
To download the expense report(s) in PDF format, click on Generate PDF.
Next, select if you want to download the expense report(s) with or without the receipts attached to them. After making this choice, click on Email to send the expense report(s) to the email address associated with your Fyle account. You will be able to download the PDF expense report(s) from your email attachments.
Sharing expense report(s) in PDF formats with other users
In case you wish to share the expense report(s) with additional users, enable Share with another user and enter your desired recipient's email address before proceeding to click on Email.
Download in CSV or Excel format
To download the expense report(s) in CSV or Excel format, click on Export.
Next, select the format (CSV or Excel) in which you want to download the expense report(s).
You can customise the columns to be included or excluded in the exported expense report(s) using the checkboxes.
If you wish to customise the columns further, click on Advanced Settings.
Under Advanced Settings, you can modify:
Column 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.
Customise columns: You can customise your column header, type, and source as per your preference. You can even add advanced formula to the column source. To know more about advanced export formulas, click here.
Once you have selected your required customisations, click on Export. You will receive the CSV/Excel expense report(s) on the email address associated with your Fyle account.
Sharing expense report(s) in CSV/Excel formats with other users
In case you wish to share the expense report(s) with additional users, enable Share export and enter your desired recipient's email address while selecting the export format.
Download expense report from Report View
You can also download an individual expense report by opening the required report. On the View Report page, click on the three dots on the top right corner.
From the drop-down menu that appears, select the format in which you would like to download the expense report. The expense report will be downloaded directly on your computer.
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.
To learn more about how you can share your expense report via email, click here.