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      Exporting Data
      • 31 Oct 2024
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      Exporting Data

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      The Export Screen

      You can export your data in the mobile app through the "Export" screen or through our web app (limited export options). Exporting your data lets you share your expenses and drives with your accountant or consultant. Only you will be able to see your export history.

      Click here to view export types and previews.

      Ways to share an export

      Excel/CSV: Email, direct download
      Report/Invoice PDF: Email, share link, direct download
      Summary PDF: Email, share link, direct download

      Mobile App

      To get to the export screen

      1. Tap the gear icon (top-left)

      2. Tap "Download Data"

      3. Select an export format

      4. Customize export if needed

      5. Tap the blue export button at the bottom

      To export drives via CSV

      1. Tap the gear icon (top-left)

      2. Tap "Download Data"

      3. Select "Excel/CSV"

      4. Tap "Export - Expenses"

      5. Select "Drives as Excel/CSV"

      6. Customize export if needed

      7. Tap the blue export button at the bottom

      To export your data via email

      1. Enter the recipient's email (top)

      2. Customize the export if applicable

      3. Tap the blue export button at the bottom

      To change the export type

      1. Tap "Export Format" at the top

      2. Select the desired export type

      To change the date range (month, quarter, year, etc.)

      1. Tap "Range"

      2. Select the desired range

      3. Tap the date to select the desired date

      To directly download a report via Export History

      1. After exporting a report via email, return to the export screen

      2. Tap "History" (top-right)

      3. Tap the desired export to download it

      This will directly download the export to your device.

      Web App

      1. Open the web app

      2. Click on “Export”

      3. Select the file type

      4. Select the data you want to export (Transactions or Drives)

      5. Select the date range

      6. Apply the desired filters

      7. Select any desired additional settings

      8. Click on “Download”

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