Merge pull request #92318 from Expensify/docs-group-exports-88577

[No QA] Docs updates for E/A#88577 document exporting grouped expenses

Author: strepanier03

docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md

@@ -1,7 +1,8 @@
 ---
 title: Export Expenses and Reports
 description: Learn how to export your expenses and reports in CSV or PDF format using default or custom templates in New Expensify.
-keywords: [New Expensify, export expenses, export reports, CSV export, PDF export, download reports, accounting integration, report templates]
+keywords: [New Expensify, export expenses, export reports, CSV export, PDF export, download reports, accounting integration, report templates, export grouped expenses, group by, grouped export, Basic export]
+internalScope: Audience is members and admins. Covers exporting expenses and reports as CSV or PDF, does not cover accounting integration setup.
 ---
 
 
@@ -46,6 +47,23 @@ You’ll receive the export in a Concierge message.
 
 > **Note:** Report-level templates only appear when full reports are selected.
 
+# Export grouped expenses
+
+When you group expenses on the **Spend** page, you can export the grouped results and the exported file keeps each group intact.
+
+1. In the navigation tabs (on the left on web, and at the bottom on mobile), select **Spend** > **Expenses**.
+2. Click **Display**, then select **Group by** and choose how to group your expenses (for example, **Category**, **Merchant**, **Tag**, or **Card**).
+3. Click **Apply**.
+4. Check the box next to the groups you want to export, or use the top checkbox to select all.
+5. Click the selection button at the top (for example, **1 selected**).
+6. Select **Basic export**.
+
+In the exported file:
+- Each group appears as its own section with a header row.
+- The expenses in each group are listed below their group header.
+
+> **Note:** If you expand the groups and select the individual expenses instead of the groups, each expense is exported as its own row without grouping.
+
 # Export as PDF
 
 1. Open the individual report you want to export.
@@ -63,6 +81,10 @@ The PDF will include:
 
 Yes, use the **All Data – Report Level Export** template. All other templates will export one line per expense.
 
+## Can I keep my groups when I export?
+
+Yes. Group your expenses using **Display** > **Group by**, select the groups, then choose **Basic export**. The exported file keeps each group as its own section with the expenses listed below their group header.
+
 ## Can I export in PDF or XLS format?
 
 - **CSV/XLS** – Available for raw expense data.