The Expense Reports App of Apptivo allows you to bulk export the cases in CSV and XLS format. You can perform two types of data export.
- All Fields - The downloaded file will have all the fields of expense reports
- All Fields with Tables - The downloaded file will have the table information of expense reports
- Current View - The downloaded file will have only the current view of expense reports
Steps to bulk export the Reports
- In the Expense Reports App of Apptivo, select the reports to be exported.
- Once the reports are selected, the Bulk Actions button will be activated. Click on it and select Export → .csv.
- On selecting All Fields, the data present in all the fields of your expense reports overview page will be exported.
- On selecting All Fields with Tables, the data present in the table fields of your expense reports will be exported.
- On selecting Current View, the data present only in the values shown in the list layout will be exported.
