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Docs updates for E/A#94083 rename Export current view to Current view #94958

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Docs updates for E/A#94083 rename Export current view to Current view #94958

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10 changes: 5 additions & 5 deletions docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md
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Expand Up @@ -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.

---

Expand All @@ -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?

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10 changes: 5 additions & 5 deletions docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md
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Expand Up @@ -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?

Expand Down Expand Up @@ -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?

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4 changes: 2 additions & 2 deletions docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md
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Expand Up @@ -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.
Expand Down Expand Up @@ -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?

Expand Down
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