diff --git a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md index 850c468f396a..3965a935856d 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md +++ b/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.