Reports

User Guide Home

Get Reports and Export Data

ReportTab

Use the Reports tab to get PDF reports of trip details which you can print, email, or open in any app that supports PDF viewing/editing.  Also use the Reports tab to export data to a spreadsheet.

TripDetailReport

* Trip Details:  Gives a summary of the trip, followed by transaction details and notes.

shareIcon Tap thShareReportCroppede Share icon to save, print, email, AirDrop, or open in another application such as a iBooks or anotherPDF reader.

 

 

Details By Date: Lists all transactions for a Trip.

Receipt Images: Shows the image, date, description, and amount for each Spending transaction that has a receipt image loaded.

* Export (.CSV): Creates a “comma-separated value” file that can be imported into Excel, Numbers or other programs to create your own custom reports or import into another expense management system.  Tap the share shareIcon icon to email the .csv file, or open in an application that supports .csv import.

* Requires premium upgrade

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