Export a Spend Report

If you're halfway through the fiscal year or all the way at the end and want to know how much you've spent, customize and export request details to an Excel spreadsheet. 

1. From the Requests module, select the Filters you want to view on the left sidebar.

Under the Filters on the left sidebar, you have the option to filter by Vendor, Requester, Grant ID, and Type. Filter by Status from the status navigation bar near the top. 

Click Export.

Link: Click here to learn more about how to filter requests.

2. Choose between the following exporting options and then click Export File.

(A) Only export requests that match the current view.

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(B) Export requests submitted within a certain date range AND match the current view.

date_and_filters.png

(C) Export all requests submitted in a certain date range regardless of current view.

date__no_filters.png

 

Next Up: Learn how to set up automatic monthly spend reports

 

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