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: Launch the App
Open the app on your device. On the wallet homepage, tap the ‘Settings’ icon located in the upper right corner.
Step 2: Access ‘Export’
In the Settings menu, select ‘Export’. Here, you can set a custom period for the report.
Step 3: Customize the Date Range
Tap the date field to begin customizing the period.
Step 4: Set the Starting Date
Tap ‘Start Date’, pick a date for the start of the report, and tap ‘Confirm’.
Step 5: Set the Ending Date
Tap ‘End Date’, select the end date for the report, and tap ‘Confirm’.
Step 6: Confirm Date Selection
Once the date range is set, tap ‘Save’ to confirm your selection.
Step 7: Choose a Wallet Name
Under ‘Options’, select the wallet for which you want to generate the report.
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.
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.
Need to send invoices with ease? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.