Here are the steps on how to export data from Expensify to Excel, both for individual reports and bulk exports:
Exporting Individual Reports:
- Access the Report:
- Log in to your Expensify account.
- Navigate to the specific report you want to export.
- Initiate Export:
- Click the “Export” button (usually located near the top right corner).
- Select “Excel” as the export format.
- Customize (optional):
- If available, choose the desired date range or other filtering options.
- Download the File:
- Click “Export” to initiate the download.
- Save the Excel file to your preferred location.
Bulk Exporting Multiple Reports:
- Access Admin Panel:
- If you’re an admin, go to the “Admin” section of your Expensify account.
- Choose Export Data:
- Select “Export Data” from the available options.
- Select Reports:
- Choose the types of reports you want to export (e.g., expense reports, receipts, etc.).
- Choose Date Range:
- Specify the desired date range for the data.
- Initiate Export:
- Click “Export” to start the process.
- Expensify will create a zip file containing Excel files for each report type.
- Download and unzip the file to access the individual Excel spreadsheets.
Additional Tips:
- Review Excel Format: Upon opening the exported file, check for any formatting or data arrangement issues that might need adjustments.
- Expense Types: Expensify might export expense types as numbers instead of text; you can manually convert them if needed.
- Custom Fields: Verify that custom fields have exported correctly and adjust formatting as required.
- Date Formatting: Ensure dates are formatted in a way that Excel can recognize and use for calculations.
- Consolidation: If you have multiple reports, consider consolidating them into a single Excel file for easier analysis.
Should you encounter any difficulties, refer to Expensify’s Help Center for detailed instructions and troubleshooting tips.