Reports

Exporting Reports to External Tools Like Excel or Google Sheets

ExpenseMonkey allows admins and managers to export reports as CSV files for easy use in tools like Excel or Google Sheets. Follow the steps below:

January 16, 2025

Step 1: Generate and Download the CSV File

  1. Access Reports
    • Log in as an admin or manager.
    • Navigate to the Reports section in the ExpenseMonkey dashboard.
  2. Customize Your Report
    • Choose the projects, statuses (Draft, Submitted, Rejected), users, and receipt date range you want to include.
  3. Download the Report
    • Click to download the report as a CSV file.

Step 2: Open the CSV File in Excel or Google Sheets

For Microsoft Excel

  1. Open Microsoft Excel.
  2. Click File > Open.
  3. Navigate to the location where you saved the CSV file.
  4. Select the file and click Open.
  5. If prompted, use the Text Import Wizard to ensure the data is displayed correctly:f
    • Choose Delimited as the file type.
    • Select the delimiter (usually a comma for CSV files).
    • Click Finish to import the data into Excel.

For Google Sheets

  1. Open Google Sheets.
  2. Click File > Import > Upload.
  3. Drag and drop the CSV file or click Select a file from your device to upload it.
  4. Choose how to import the data:
    • Create new spreadsheet (recommended) or choose an existing one.
    • Adjust import settings (e.g., detect separators like commas automatically).
  5. Click Import Data to load the CSV file into Google Sheets.

By following these steps, you can seamlessly analyze and manage ExpenseMonkey reports in external tools, ensuring better collaboration and decision-making.

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