How to Export Historical Expense Data (SMB ADMIN Access Required)

In order to export Historical Expense Data, you will need to log into your site and follow the steps below.

  1. Click Admin Access.

2. Click Analytics.

3. Select By Expense Type from the dropdown.

4. You can view the data in the following formats: Line, Bar, Pie. To export data, view by Line.

5. Select Last 24 months from the dropdown.

6. Select All Expense Types.

7. And then click Export.

The data will be exported. Below is a sample report for your reference.