You can follow these simple steps to export your expense data from the Expenses page in CSV format.
How to export an Expense report in CSV using the
Web app
Step 1: Navigate to the 'Expenses' Page
On the sidebar, click the 'Expenses' section to access your expense overview.
Step 2: Access the Expenses Overview
You will land on the Expenses Overview page, where you can view key metrics related to your expenses.
Step 3: Customize the Date Range
To customize your report, click on the 'This month' button. This will allow you to adjust the data's date period.
Step 4: Choose Your Preferred Date Range
On the options, you can select ‘This month’, ‘Last 12 months’, or ‘Custom’ (for a specific period).
Step 5: Set the Date Range
To set your preferred dates on the report you can select the 'Custom' option.
To select the start and end date on the calendar, use the left and right arrows to navigate through the calendar.
Once selected, click 'Apply' to confirm.
Step 6: Export the Data
After customizing the date range, locate the 'CSV' button and click on it to prepare the data for export.
Step 7: Download the CSV File
Finally, click 'Export CSV' to generate and download your expense report.
Your CSV file is now saved on your device. Navigate to your device’s drive to access and review the report.
FAQ
Q: Is there a limit to the data stored and included in the report?
A: No, the report includes all expense data entered into the web app without storage limitations.
Q: Does the CSV report include visual representations or charts?
A: No, the exported CSV file contains raw data only and does not include visual charts or graphs.
Q: Can I customize which information is included in the export?
A: No, the report exports all expense data without customization options at this time.
Q: Does the export feature include data from the mobile app?
A: No, the CSV export only includes expenses recorded via the web app.
Q: Where is my downloaded CSV file saved?
A: The CSV file is saved in your device’s default Downloads folder or the location specified by your browser's settings.
Discover more tutorials for Bookipi Invoice on Web v2
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