Advanced Data Exports enable you to filter out data and export file formats before you send. Choose between CSV and PDF files as well as specific Purposes (Work, Personal, etc) and for either Trips or Transactions. Here is how to use Advanced Reports: 

Step 1: Select Settings icon on top right of Home Screen




Step 2: Select Generate Data Export




Step 3: Select Date, here you can choose per month, year, or a custom date range 




Step 5: Select Advanced Reports and here you can click on each category and filter your information and then click on Email Report when ready to get your data export



As always we would love to hear from you. You can contact us at support@everlance.com.