Export expenses to PDF or Excel

Quick export

Open Reports and use Quick Export for a fast CSV or Excel file of your expenses in the selected date range.

Generating a report

For a formatted report, pick a period, either a preset range or custom dates, then choose a template. Some templates produce a PDF, others a spreadsheet, depending on how the template is set up. Manage your templates from Settings, Expenses, Report templates.

Emailing expenses

Downloading a report saves a copy for you. It does not submit expenses or send the PDF to the Submission Email in Expense workflow.

To deliver expenses through your configured workflow, select the eligible expenses and use the send action for your expense system. If your workspace requires approval, submit the expenses for approval first; an authorized reviewer can send them after approval. The submission screen shows the destination and delivery result.

To share a downloaded report directly with a colleague, attach it to your own email. A report download notification, when requested, goes to the person generating the report and is separate from workflow delivery.

What can be exported

Only expenses marked Ready or Approved are included in a report. Anything still Needs Review is left out, and the report screen shows how many were excluded so nothing goes missing silently.