[No QA] Update help docs for Release 1: Export current view#94945
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Co-authored-by: flaviadefaria <flaviadefaria@users.noreply.github.com>
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| # Filters |
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Heading structure violation: Only one # heading (the article title) plus an optional # FAQ is allowed (HELP_AUTHORING_GUIDELINES.md Section 4). This adds an extra # heading. It's also a noun-only/topic label, which is forbidden (Section 2). Demote to a task-based ## heading, e.g. ## How to filter the Spend page, or remove it since ## How to apply filters in New Expensify already covers this.
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| # Smart Suggestions |
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Heading structure violation: Extra # heading not allowed — only one # title plus optional # FAQ (HELP_AUTHORING_GUIDELINES.md Section 4). Smart Suggestions is also a noun-only/topic label, which is forbidden (Section 2). Remove it; the following ## How to use Smart Suggestions already serves as the task-based section heading.
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| ## Can I export reports from the Spend page? | ||
| Yes! You can [export filtered reports to CSV](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses) using the export option at the top of the Spend page. | ||
| Yes! Choose the **Current view** option within the **Export** menu to download a CSV of exactly what you're seeing—your active filters, columns, and ordering are all preserved. You can also use a template-based export for a standard set of columns. Learn more about [exporting from the Spend page](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses). |
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Link formatting violation: Cross-links must use relative links, not full URLs (HELP_AUTHORING_GUIDELINES.md Section 7 "Link Formatting"). Replace https://help.expensify.com/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses with the relative path /articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.
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| **Note:** Report-level templates only appear when full reports are selected. | ||
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| # Export your current filtered view |
There was a problem hiding this comment.
Heading structure violation: This adds another # heading, but only one # article title plus optional # FAQ is allowed (HELP_AUTHORING_GUIDELINES.md Section 4). Headings must also be task-based (Section 2). Convert to a task-based ## heading, e.g. ## How to export your current filtered view.
HelpDot Documentation ReviewOverall AssessmentThis PR documents the renamed Current view CSV export option (previously "Export current view") on the Spend page. Changes span two articles: a new export subsection plus FAQ update in Getting Started with the Spend Page, and a new "current filtered view" section plus terminology/FAQ updates in Export Expenses and Reports. The content is accurate, uses exact UI labels, and improves consistency of the Current view naming. The main issue is heading hierarchy: the PR introduces new H1 section headings, which the governance forbids. Scores Summary
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Note: Detailed line-by-line feedback has been provided as inline comments. |
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🚀 Deployed to staging by https://github.com/flaviadefaria in version: 9.4.29-0 🚀
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🚀 Deployed to staging by https://github.com/flaviadefaria in version: 9.4.31-0 🚀
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🚀 Deployed to production by https://github.com/grgia in version: 9.4.31-0 🚀
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Explanation of Change
Documents the new Current view export option (Release 1 of the "Support exporting users' filtered views" project), which lets users export exactly what they see on the Spend page — active filters, column configuration, and ordering — as a CSV.
Getting-Started-with-the-Spend-Page.md# Report Tablesinto their own top-level# Filterssection (and split# Smart Suggestionsinto its own section too), since filtering and exporting are Spend-page behaviors, not Report Tables behaviors.## How to export from the Spend pagesection directly below## How filtering works on the Spend page, framed as exporting the current filtered view to CSV, including the file naming convention (Expensify_<current_view>_<unique id>.csv) and the Concierge delivery choice.Search-and-Download-Expenses.md# Export your current filtered viewsection documenting where to find the option (the Export menu on the Spend page), what it exports (active filters, columns, ordering), the file naming convention, and the wait-or-Concierge delivery choice.This is a docs-only change. The scope was reviewed and approved by
flaviadefariain the tracking issue.Fixed Issues
$ https://github.com/Expensify/Expensify/issues/633157
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Tests
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PR Author Checklist
### Fixed Issuessection aboveScreenshots/Videos
N/A — documentation-only change.