Skip to main content

Expenses Report

This page provides a visual and exportable summary of all your business expenses.

Filtering Your Report​

At the top of the page, you can filter the data before generating your report. You can filter by:

  • Category
  • Frequency (e.g., One time, Monthly)
  • Paid By (the user who logged the expense)
  • Start and End Dates

Expense Visualization​

Below the filters, a Pie Chart will display a visual breakdown of your expenses based on the filters you have selected, helping you see where your money is going at a glance.

Exporting Your Data​

At the bottom of the page, there are two export buttons:

  • Export to PDF
  • Export to Excel

Note: These buttons will export the data as you have filtered it. If you want a complete report, make sure to clear all filters.