Overview
Note
To be able to export expenses the minimum requirements are the "Access billing information" global permission and the ability to view them on the project or activity level. See Expense logging & editing permissions to learn more.
The Expenses tab in the project or activity financials comes with export to CSV functionality. It is available separately for planned and actual expenses.
Procedure
To export expenses:
- Access the financial module of a project or activity.
- Open the Expenses tab.
- To export planned expenses, go to Planned tab. To export actual expenses, go to Actual tab.
- Click Export to CSV above the grid and on the right.
- A CSV file will be automatically generated and downloaded to the default downloads folder of your browser.