With the SparkReceipt's Reports feature, you can create reports in CSV, XLSX and PDF formats. Reports are available in the mobile app and in the web app. Reports feature can also be used for exporting your document images from SparkReceipt.
To export your data to e.g. Google Sheets or any other spreadsheet app that allows importing CSV data, use the CSV format.
To export data to Microsoft Excel / Office365, you have also the option to use XLSX format.
To export data for other purposes, use the PDF format. PDF is a convenient format if you want to send the report to e.g. an accountant or a co-worker for review. PDF reports can include also the uploaded images in the PDF document, see details below.
How to create reports in the mobile app (iOS / Android)
Open the SparkReceipt and log in to your account
Tap the main menu button in the top-left corner
Tap the Reports menu item
The Reports view shows a list of reports you have generated. If this is your first time visiting the view, it will show a button Create report.
Tap the Create report button, or the + button in the top bar to start creating a report
In the Create report view, choose at least a date range for the report. There are other options too if you want to filter the included documents more.
Choose the format you want: CSV, Excel (XLSX) or PDF.
Tap the Create report button to start report generation.
An email notification is sent to you when the report is available. Also the Reports view displays the generation status, and when ready, you can open the report from the list.
How to create reports in the web app
Open the SparkReceipt web app and log in to your account
Click the Reports button in the menu on the left
The Reports view shows a list of reports you have generated.
Click the Create a new custom report button
In the Create custom report view, choose at least a date range for the report. There are other options too if you want to filter the included documents more.
Choose the format you want: CSV, XLSX or PDF.
Click the Generate report button to start report generation.
An email notification is sent to you when the report is available. Also the Reports view displays the generation status, and when ready, you can open the report from the list.
How to download receipt images and files from SparkReceipt
The Reports feature can also be used for downloading the uploaded images and files from SparkReceipt.
Document files can be downloaded in several ways depending on which format you choose.
PDF format
Choosing the PDF format option creates just one file for easy download. PDF is great if you want to send the report e.g. to your accountant or co-worker without dealing with multiple files.
To include images in the exported PDF, choose Embed files into the PDF option
To include links to the documents, choose Include links to the documents option
CSV and Excel (XLSX) formats
CSV and Excel formats are great when you need more control over your data.
To include document files (uploaded images) in the export, choose Include files in the export option.
To include links to the documents, choose Include links to the documents option