Thanks so much for being a Premium member! Here's a brief overview of the advanced data report feature, along with a guide on how to access them.
1. Click Data Exports on the left sidebar menu.
2. If you scroll down a bit, you'll see "Advanced Filters." Select the following filters to generate the customized report.
Format: You can choose to have your data exported as a spreadsheet (Excel/CSV) or PDF report.
Purpose: This filter is to determine the "purpose" of the report or specify the data that will be included. You can choose a specific business line (if you have more than one), or you can choose Work for all of them.
Export Type: You're able to choose the type of report you'd like. You can choose to have a report of Trips, Transactions, Expenses, or Revenue.
We'd love to hear from you! If you have any questions, please feel free to reach out to us at firstname.lastname@example.org.