Everlance enables you to export and view your mileage and expense reports from any date at anytime. The current example is shown through a Premium account, which provides filtering and PDF report options.
To access this page, please log into your account at dashboard.everlance.com
Step 1: Click on "Data Export" in the left hand column
Step 2: Select +New Report.
Step 3: If you see the option of "Who do you send your reports to?", then select "Just me" if you're self-employed.
Step 4: Select the date range you would like the report for. Note the quick select options below the calendar (e.g., "last year").
Step 5: Select from these options (only Premium users have access to Advanced Filters):
- Format: Choose between Excel, CSV, and PDF reports.
- Purpose: The reason for trip or expense (ex. Work, Personal, etc). If you want a report for just one income source, you can select that as well
- Export Type: Choose between Trips, Transactions (both expenses and revenue), Expenses, or Revenue.
Step 6: Select Generate Export in the top right hand corner
Step 7: Click the Download button
Your report will be emailed to you and available for download on your PC or device!
IMPORTANT: Reports will expire after 7 days, due to security. So if you are unable to download an old report, just create a new report.
As always, please let us know if there is anything else we can help you with by contacting us at email@example.com we offer Support in both English and Spanish.