No worries! If you don't have a current use for the new Reports/Approval Flow tool, you don’t have to do anything at all. Our "Data Exports" will stay pretty much the same.

If you're an Admin, there are two ways to generate a Data Export:

Option 1) For shortcut for a Team Summary, you can click the "Team Summary Export" (if you wish to see an Export with your entire team)

Option 2) You can click the "Data Export" page on the left-hand side of the page, if you wish to apply any filters to the Data Export.

If you're a Team Member, please follow the instructions below to generate a Data Export (instead of submitting a "Report" to your Manager):

Step 1) Please open the app on your phone and tap the icon located in the top left-hand corner of your screen.

Step 2) Tap "Export Data".

Screenshot for Android                                                                     Screenshot for iPhone

Step 3) To change the date range for the Export, please tap the date range. If you wish to add additional filters, please tap "Advanced Options". 

Screenshot for Android                                              Screenshot for iPhone

Step 4) Please tap the "Export Data" button

Ta-dah! Your Data Export is on it's way!

*It might also be helpful to know:

• The app's default setting for Data Exports will send a set of Data Exports in two different emails. The first email will contain a Transaction Export (with bank transaction details) and the second email will contain a Mileage Export (with your Mileage info).

• The shortcut on the Home page of the app has changed and now includes both a shortcut to the Data Export  & the new Report feature by tapping the respective banner.
•  

If you have questions, please reach out to us at support@everlance.com