diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md index 59d28cf6bef1..6c9095d3ac67 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md @@ -34,18 +34,18 @@ You'll receive the exported CSV file in a message from Concierge. You'll receive the exported CSV file in a message from Concierge. -## How to export the columns currently displayed using Export current view +## How to export the columns currently displayed using Current view -Use **Export current view** to download a CSV that matches the columns currently shown on the **Expenses** page, instead of a fixed export template. +Use **Current view** to download a CSV that matches the columns currently shown on the **Expenses** page, instead of a fixed export template. 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend** > **Expenses**. 2. Select **Display**, then select **Edit columns** to choose which columns appear on the page. 3. Select the checkbox next to each expense you want to export, or use the top checkbox to select all. 4. Select **Selected** at the top. 5. Select **Export**. -6. Select **Export current view**. +6. Select **Current view**. -The CSV includes one row per expense using the same columns displayed on the page. **Export current view** is not available when a **Group by** filter is applied. +The CSV includes one row per expense using the same columns displayed on the page. **Current view** is not available when a **Group by** filter is applied. --- @@ -63,7 +63,7 @@ For the Basic Export template, the file downloads directly to your device. For a ## Can I customize which columns appear in the export? -Yes. Select **Export current view** to download a CSV that matches the columns currently shown on the **Expenses** page. Adjust which columns appear by selecting **Display** > **Edit columns**. You can also select a custom export template during export, if your Workspace Admin has created one. +Yes. Select **Current view** to download a CSV that matches the columns currently shown on the **Expenses** page. Adjust which columns appear by selecting **Display** > **Edit columns**. You can also select a custom export template during export, if your Workspace Admin has created one. ## Why don't I see certain export templates? diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md index 75947f677d3e..cc6d1e658f56 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md @@ -35,18 +35,18 @@ You'll receive the exported CSV file in a message from Concierge. You'll receive the exported CSV file in a message from Concierge. -## How to export the columns currently displayed using Export current view +## How to export the columns currently displayed using Current view -Use **Export current view** to download a CSV that matches the columns currently shown on the **Reports** page, instead of a fixed export template. +Use **Current view** to download a CSV that matches the columns currently shown on the **Reports** page, instead of a fixed export template. 1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**. 2. Select **Display**, then select **Edit columns** to choose which columns appear on the page. 3. Select the checkbox next to each report you want to export, or use the top checkbox to select all. 4. Select **Selected** at the top. 5. Select **Export**. -6. Select **Export current view**. +6. Select **Current view**. -The CSV uses the same columns displayed on the page. **Export current view** is not available when a **Group by** filter is applied. +The CSV uses the same columns displayed on the page. **Current view** is not available when a **Group by** filter is applied. ## What export templates can I choose from? @@ -83,7 +83,7 @@ For the Basic Export template, the file downloads directly to your device. For a ## Can I customize which columns appear in the CSV export? -Yes. Select **Export current view** to download a CSV that matches the columns currently shown on the **Reports** page. Adjust which columns appear by selecting **Display** > **Edit columns**. You can also select a custom export template during export, if your Workspace Admin has created one. +Yes. Select **Current view** to download a CSV that matches the columns currently shown on the **Reports** page. Adjust which columns appear by selecting **Display** > **Edit columns**. You can also select a custom export template during export, if your Workspace Admin has created one. ## The data looks wrong in Excel. How can I fix it? diff --git a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md index f8af35c2b991..ac78d25faf47 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md @@ -28,7 +28,7 @@ Expensify offers flexible options to search and export expenses and reports in v - **Basic Export** – Simplified, essential fields (date, amount, merchant, category, receipt URL). - **All Data – Expense Level Export** – One row per expense with full data. - **All Data – Report Level Export** – One row per report with summary data. - - **Export current view** – A CSV that matches the columns currently shown on the page. Set the columns using **Display** > **Edit columns**. Not available when a **Group by** filter is applied. + - **Current view** – A CSV that matches the columns currently shown on the page. Set the columns using **Display** > **Edit columns**. Not available when a **Group by** filter is applied. - **Custom Templates** – Any template created by you or your Workspace Admin (if available). After you choose a template, a status window appears while your file is prepared. When it’s ready, the file downloads automatically—if it doesn’t, click **Download file**. You can also click **Send me the file when it’s ready** to have **Concierge** send you the file via chat instead. @@ -97,7 +97,7 @@ No, PDF export is only available for full reports. ## Can I customize the columns in the CSV export? -Yes. Select **Export current view** to download a CSV that matches the columns currently shown on the page. Adjust which columns appear by selecting **Display** > **Edit columns**. The other export templates use a fixed set of columns. +Yes. Select **Current view** to download a CSV that matches the columns currently shown on the page. Adjust which columns appear by selecting **Display** > **Edit columns**. The other export templates use a fixed set of columns. ## How do I export to an accounting integration?