How to Generate a Data Export

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

Step 2: Tap on 'Export Data'.

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 'Export Data' at the bottom of your screen. 

If you have a Premium account, click on 'Advanced Options.' From there, you can select filters for the following 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 4: 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 5: 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. 

If you have a Premium account, you have the option to add Advanced Filters.' From here, you can select filters for the following options: 

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

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

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

Step 4: Once you have applied your filters, click on 'Generate Export' from the top right corner of your screen. 

Step 5: 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.

Filing your taxes?

Check out our article, 'How to Complete your Schedule C using your Everlance Data' where you'll be able to use the information from your trips and transaction exports to help you claim your tax deductions.