How to export a report in CSV
Learn how to export a CSV report in the Bookipi Expense app with these easy-to-follow steps.
Step 1: Go to 'Settings'.
On the wallet homepage, tap the ‘Settings’ icon in the upper-right corner.
Step 2: Access ‘Export’.
In the Settings menu, select ‘Export’.
Step 3: Customize the Date Range.
Tap the date field to customize the period.
Step 4: Set the Start Date.
Tap ‘Start Date’, pick a date for the start of the report, and tap ‘Confirm’.
Step 5: Set the End Date.
Tap ‘End Date’, select the end date for the report, and tap ‘Confirm’.
Step 6: Select the 'Save' button.
Once the date range is set, tap ‘Save’ to confirm your selection.
Step 7: Choose a Wallet Name.
Under ‘Options’, select the wallet you want to generate the report for.
Step 8: Generate the Report.
Tap ‘Export to CSV’ to create and save the report.
Your report will now be exported as a CSV file based on the selected criteria.
Common FAQs on how to export a report in CSV
Q: Where can I find the exported CSV file?
A. The exported CSV file is saved to your device’s default downloads folder or wherever your device stores exported files.
Q: Can I export reports for multiple wallets at once?
A. No, each report export is tied to a single wallet. You’ll need to repeat the steps to export reports for other wallets.
Q: What should I do if the export doesn’t work?
A. Ensure the app is updated to the latest version, check your device storage, and verify you have given the app permission to save files. If issues persist, please contact Bookipi support.
Discover more tutorials for the Bookipi Expense mobile app
Discover more tips to maximize your experience with the Bookipi Expense mobile app with our Bookipi Expense guides.
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