Advanced exports enable you to filter out data and select the format of the files before you send. Choose between CSV and PDF files as well as specific business lines (we call these business lines "Purposes" in the app) for either trips or transactions. Here is how to use Advanced Exports: 

Step 1: Tap the icon in the top left-hand corner of Home screen.




Step 2: Select "Export Data" 




Step 3: Customize your export's date range by tapping the date range display and making your selection.




Step 4: Select "Advanced Options", tap "Format" to select "PDF" and tap "Save.

*You can further customize your export by:
Export Type: "All", "Trips Only", "Transactions Only", "Expenses" or "Revenue"

Format: "PDF", Excel" or "CSV"

Purpose: "All", "Work", "Personal", "Medical", "Charity", "Moving", "Commute", "Other"

Business Line: If you have more than one income source then you can choose which income source you wish to have included in the export.

Step 5: After you've saved your "Advanced Options for this export, tap the "Export Data" button.

Have questions? You can email us at support@everlance.com. Or you can contact us at (872) 814-6308 (USA Only). Our Live Support hours are 9am-5pm EST Monday-Friday and 9am-1pm EST on weekends.