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Export your data

Export reports to CSV, Excel, or PDF — as a one-off or on a schedule.

Export a report

  1. Run a report (Reports → open a report → Run Report). See View spend by category, vendor, or department.
  2. Click Export and choose CSV, Excel, or Print.

Note: Exports include up to 1,000 rows. If a report has more, you'll be told that only the first 1,000 will export — narrow it with filters to get exactly what you need.

Schedule a report

  • In a report, click Schedule to have it emailed on a recurring basis — Daily, Weekly, Monthly, or Custom — as PDF or Excel.
  • Manage all schedules under Reports → Schedules (edit, delete, or turn them on/off).
  • See past runs under Reports → Export, with download links and status.

On mobile

You can export a report to CSV or Excel. Scheduling and export history are web-only.