Creating a report is a straightforward process that involves selecting the relevant data and exporting it in a desired format. This guide provides step-by-step instructions to generate an expense report.
ExpenseMonkey makes it easy to generate customized reports so you can track spending, share financial data with your accountant, or send a polished summary to your clients. You can now choose between CSV for flexible analysis or PDF for presentation-ready reports.
🧭 Step-by-Step: How to Generate a Report
1. Select the Project
Choose the specific project for which you want to generate a report.
📝 Tip: Double-check your selection to ensure you're capturing the correct set of expenses.
2. Choose the Expense Status
Filter the expenses you want to include by status:
- Approved
- Pending
- All statuses
This helps tailor the report to your needs—for example, reporting only approved reimbursements.
3. Select Users
Specify which users’ expenses you want to include in the report.
You can generate reports for individuals, groups, or the entire team.
4. Define the Time Frame
Choose the reporting period:
- A specific month or quarter
- A custom date range
This ensures you’re only reporting relevant data for the time period you need.
💾 Choose Your Report Format: CSV or PDF
After selecting all filters:
- Click Download CSV for a raw, editable spreadsheet
→ Ideal for internal analysis in Excel, Google Sheets, or other tools - Click Download PDF for a clean, client-ready version
→ Perfect for sharing summaries, invoices, or reports with external stakeholders
✅ Tips for Effective Reporting
- Ensure Data Accuracy: Always review filters before downloading to include the correct data.
- Use PDF for Clients: PDF reports are great for polished sharing and formal communication.
- Use CSV for Analysis: CSV format allows for in-depth filtering, pivot tables, and deeper insights.
- Generate Regularly: Keep tabs on project spend and approval cycles with periodic reports.
