Advanced Exports (Premium Feature)

Step 1: Click on the 'Settings icon' in the top right corner of your home screen.

Step 2: Tap on 'Generate Data Export'.

Step 3: Tap on the calendar icon at the top of the screen to choose your date range. You can use our quick Weekly, Monthly, and Yearly toggles or select Custom to filter your export with a unique date range. Once you have set your date range, tap on 'Select Dates' and this will bring you back to the Data Export menu where you can select 'Advanced Options'. 

Step 4: As a Premium member, you can select filters for the following advanced options: 

• Export Type: Choose between All, Trips, Transactions (both expenses and revenue), Expenses, or Revenue.

• Format: Choose between Excel, CSV, and PDF exports.

• Purpose: The reason for the trip or expense (ex. Work, Personal, Charity etc).

• Business Line: Your source of income (Doordash, Lyft, Real Estate etc). 

Step 5: Once your filters have been applied, this will bring you back to the Data Export menu where you can send your exports by tapping on 'Export Data'.

Step 6: Finally, check your email inbox for your Data Exports. The subjects will read your "Your Mileage Report is Ready" and "Your Transaction Report is Ready." 

• The app will send two separate data exports unless you use the "Advanced Options" to select a Mileage or Transaction Export only. The Transactions Export usually arrives first, even if you don't use Everlance to record transactions.

Step 1: From the Web Dashboard, click on 'Data Exports'.

Step 2: Click '+ New Export'. 

Step 3: From here, you can choose who you want to send your export to by clicking the dropdown arrow next to Recipient and by entering your Dates under Basic Filters. 

Step 4: As a Premium member, you can select filters for the following advanced options: 

• Export Type: Choose between All, Trips, Transactions (both expenses and revenue), Expenses, or Revenue.

• Format: Choose between Excel, CSV, and PDF exports.

• Purpose: The reason for the trip or expense (ex. Work, Personal, Charity etc).

Step 5: Once you have applied your filters, click on 'Generate Export' from the top right corner of your screen. 

Step 6: Finally, check your email inbox for your Data Exports. The subjects will read your "Your Mileage Report is Ready" and "Your Transaction Report is Ready." 

• The app will send two separate data exports unless you use the "Advanced Options" to select a Mileage or Transaction Export only. The Transactions Export usually arrives first, even if you don't use Everlance to record transactions.