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Copy file name to clipboardExpand all lines: docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md
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@@ -45,7 +45,7 @@ Use **Export current view** to download a CSV that matches the columns currently
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5. Select **Export**.
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6. Select **Export current view**.
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The CSV includes one row per expense using the same columns displayed on the page. **Export current view**is not available when a **Group by** filter is applied.
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The CSV includes one row per expense using the same columns displayed on the page. **Export current view**also works when a **Group by** filter is applied—the CSV keeps each group as its own section and uses the columns currently shown on the page.
Copy file name to clipboardExpand all lines: docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md
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@@ -46,7 +46,7 @@ Use **Export current view** to download a CSV that matches the columns currently
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5. Select **Export**.
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6. Select **Export current view**.
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The CSV uses the same columns displayed on the page. **Export current view**is not available when a **Group by** filter is applied.
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The CSV uses the same columns displayed on the page. **Export current view**also works when a **Group by** filter is applied—the CSV keeps each group as its own section and uses the columns currently shown on the page.
-**All Data – Expense Level Export** – One row per expense with full data.
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-**All Data – Report Level Export** – One row per report with summary data.
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-**Current view** – A CSV that matches the columns currently shown on the page. Set the columns using **Display** > **Edit columns**. Not available when a **Group by** filter is applied.
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-**Current view** – A CSV that matches the columns currently shown on the page. Set the columns using **Display** > **Edit columns**. When a **Group by** filter is applied, the CSV keeps each group as its own section and uses those same columns.
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-**Custom Templates** – Any template created by you or your Workspace Admin (if available).
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After you choose a template, a status window appears while your file is prepared. When it’s ready, the file downloads automatically—if it doesn’t, click **Download file**. You can also click **Send me the file when it’s ready** to have **Concierge** send you the file via chat instead.
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3. Click **Apply**.
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4. Check the box next to the groups you want to export, or use the top checkbox to select all.
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5. Click the selection button at the top (for example, **1 selected**).
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6. Select **Basic export**.
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6. Select **Current view**.
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In the exported file:
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- Each group appears as its own section with a header row.
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- The expenses in each group are listed below their group header.
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- The expenses in each group are listed below their group header, using the columns currently shown on the page. Set the columns using **Display** > **Edit columns**.
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> **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.
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@@ -104,7 +104,7 @@ Yes, use the **All Data – Report Level Export** template. All other templates
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## Can I keep my groups when I export?
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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.
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Yes. Group your expenses using **Display** > **Group by**, select the groups, then choose **Current view**. The exported file keeps each group as its own section with the expenses listed below their group header, using the columns currently shown on the page.
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