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How can I create my own report to give to others?

Here are some simple steps you can follow to export all of your data and create a report to give to someone else.

Jason Andress avatar
Written by Jason Andress
Updated over 6 months ago

You can create your own report and provide it to anyone that requests it. I normally get this request for someone who's looking for an Income Verification statement. Typically your employer would provide this. However sometimes what our employer has on file isn't all of our income, for many reasons.

Export your Data

You can export your data yourself inside the app. You'll receive an email with an attachment that contains all of your data that you entered into the app. Simply tap the More tab in the bottom right, then Account, and finally Export All Data option. This will present you with your email the app has as a record. You can enter another email if you would like. This does not change your account's email.

Once you receive the email download the attachment in the spreadsheet app of your choice. I've give instructions below for the most popular apps. Microsoft Excel, Apple Numbers and Google Sheets.

Instructions depending on the app you use

Apple Numbers

Google Sheets

Microsoft Excel

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