From a8eea73055b8840f97bff3f18938ebac9f2166f9 Mon Sep 17 00:00:00 2001 From: "Getabalew T (via MelvinBot)" Date: Tue, 2 Jun 2026 06:47:00 +0000 Subject: [PATCH 1/3] Document exporting grouped expenses on the Spend page Add a section and FAQ to the export article explaining that grouped search results can be exported with Basic export while preserving the group structure, reflecting the new group exports behavior. Co-authored-by: Getabalew T --- .../Search-and-Download-Expenses.md | 29 ++++++++++++++++++- 1 file changed, 28 insertions(+), 1 deletion(-) 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..135a904ae632 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 +1,7 @@ --- 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] --- @@ -46,6 +46,29 @@ 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 +86,10 @@ 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. From 8d44e92bb01be3d35fca66d199163040d0a7f86f Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 8 Jun 2026 18:01:06 -1000 Subject: [PATCH 2/3] Revise export expenses and reports documentation Updated the title, description, and internal scope for clarity. --- .../reports-and-expenses/Search-and-Download-Expenses.md | 1 + 1 file changed, 1 insertion(+) 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 135a904ae632..c5d87004b007 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 @@ -2,6 +2,7 @@ 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, 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. --- From 061770cfb325274d3c2b0bce0000e7dd5cb2c432 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 8 Jun 2026 18:01:26 -1000 Subject: [PATCH 3/3] Update Search-and-Download-Expenses.md --- .../reports-and-expenses/Search-and-Download-Expenses.md | 6 ------ 1 file changed, 6 deletions(-) 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 c5d87004b007..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 @@ -64,12 +64,6 @@ In the exported file: > **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.