Advanced reports using Premium enables you to generate customized reports for specific Trips or Transaction, purpose, and file type (PDF or CSV).
Here is how to use Advanced Reports:
Step 1: Go to Export Data
Step 2: Select Advanced Reports
Step 3: Customize the report by selecting the Export Type, Format (CSV or PDF), and the specific Purpose.
Step 4: Press Select and then Send Report 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 support@everlance.com. We'd love to hear from you!
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