Exporting and printing the Expense Detail report

After you run the Expense Detail report, you can download it as a file (PDF or Excel) or print it directly to share with colleagues, auditors, or keep in your records.

Before you start

• The report must be generated and displayed on screen before you can export or print it.
• Check that your browser allows downloads and that your printer is connected and ready.

Steps to export or download

1. Once your Expense Detail report results appear, look for an Export or Download button (usually near the top or bottom of the results).

2. Choose your preferred format:

   • PDF: creates a formatted, print-ready document.
   • Excel or CSV: creates a spreadsheet file that you can edit and analyze further.

3. Click the format button. Your browser will download the file.

4. Save the file to your preferred location on your computer.

Steps to print

1. After the report displays, locate the Print button (usually a printer icon).

2. Click Print. Your browser's print dialog will open.

3. Select your printer from the list.

4. (Optional) adjust print settings:

   • Paper size: typically Letter or A4.
   • Orientation: Portrait is standard; Landscape gives more width for columns.
   • Margins: reduce if you want to fit more data per page.

5. Click Print to send to your printer.

Tips & common mistakes

• File naming: the exported file is usually named with the report type and date, making it easy to organize in folders.
• Excel editing: when you export to Excel, you can add formulas, sort columns, or create subtotals after download.
• Print preview: use your browser's Print Preview before printing to check layout and page count.
• Large reports: a report with thousands of rows may take a moment to export; be patient and do not close the page until the download starts.
• PDF quality: PDFs are best for sharing with non-technical users and are tamper-proof for audits.