Everlance Premium enables you to generate customized data exports for specific Trips or Transaction, Purpose, and file type (PDF or CSV).
Here's how to use "Advanced Options" to generate a customized Data Export (watch the tutorial or keep scrolling):
Step 1: Go to "Export Data"
Step 2: If you need to send it to another person (besides yourself), select " + Add more recipients"
Step 3: Confirm the dates you need by clicking the date range.
- If you need another year, select the current year and the dropdown menu will appear.
- Click "OK" to confirm your date selection.
Step 4: Once you have chosen the dates you need, select "Advanced Options"
Step 3: Customize the data export by selecting the following filters:
- Export Type: All (to request two data exports; one for Trips & one for Transactions), Trips, Transactions (to include both expenses and revenue), Expenses or Revenue
- Format: Excel, CSV, or PDF (Note: PDF will take longer to download since it's a bigger file)
- Purpose: Work, Personal, Charity, etc.
Step 4: Press "Select" and then "Send Data Export" and you're all done!
*Please note that it can take up to 15-20 minutes for the report to auto-populate the data and appear in your inbox.
If you have any questions, please send us an email at email@example.com. We'd love to hear from you!