{"id":18619,"date":"2024-09-04T06:53:12","date_gmt":"2024-09-04T11:53:12","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18619"},"modified":"2026-06-14T05:45:41","modified_gmt":"2026-06-14T10:45:41","slug":"how-to-export-a-report-in-csv","status":"publish","type":"post","link":"https:\/\/bookipi.com\/guides\/bookipi-expense\/how-to-export-a-report-in-csv\/","title":{"rendered":"How to export a report in CSV"},"content":{"rendered":"
\n

Learn how to export a CSV report using the Bookipi Expense app.<\/h2>\n

How to export a report in CSV<\/h2>\n

Learn how to export a CSV report in the Bookipi Expense app with these easy-to-follow steps.<\/p>\n

\n

Step 1:<\/b> Go to \u2018Settings\u2019<\/i><\/b>.<\/h3>\n

On the wallet homepage, tap the \u2018Settings\u2019<\/i><\/b> icon in the upper-right corner.<\/p>\n

\"Bookipi<\/div>\n

\n

Step 2:<\/b> Access \u2018Export\u2019.<\/i><\/b><\/h3>\n

In the Settings menu, select \u2018Export\u2019<\/i><\/b>. <\/p>\n

\"Bookipi<\/div>\n

\n

Step 3: <\/b>Customize the Date Range.<\/h3>\n

Tap the date field to customize the period.<\/p>\n

\"Bookipi<\/div>\n

\n

Step 4: <\/b>Set the Start Date.<\/h3>\n

Tap \u2018Start Date\u2019<\/i><\/b>, pick a date for the start of the report, and tap \u2018Confirm\u2019<\/i><\/b>.<\/p>\n

\"Bookipi<\/div>\n
\"Bookipi<\/div>\n

\n

Step 5: <\/b>Set the End Date.<\/h3>\n

Tap \u2018End Date\u2019<\/i><\/b>, select the end date for the report, and tap \u2018Confirm\u2019<\/i><\/b>.<\/p>\n

\"Bookipi<\/div>\n
\"Bookipi<\/div>\n

\n

Step 6: <\/b>Select <\/b>the \u2018Save\u2019<\/i><\/b> <\/i>button.<\/h3>\n

Once the date range is set, tap \u2018Save\u2019 <\/i><\/b>to confirm your selection.<\/p>\n

\"Bookipi<\/div>\n

\n

Step 7: <\/b>Choose a Wallet Name.<\/h3>\n

Under \u2018Options\u2019, select the wallet you want to generate the report for.<\/p>\n

\"Bookipi<\/div>\n

\n

Step 8: <\/b>Generate the Report.<\/h3>\n

Tap \u2018Export to CSV\u2019<\/i><\/b> to create and save the report.<\/p>\n

\"Bookipi<\/div>\n

\n

Your report will now be exported as a CSV file based on the selected criteria.<\/p>\n

\n

\n

Common FAQs on how to export a report in CSV<\/h2>\n

Q: Where can I find the exported CSV file?<\/h3>\n

A. The exported CSV file is saved to your device\u2019s default downloads folder or wherever your device stores exported files.<\/p>\n

\n

Q: Can I export reports for multiple wallets at once?<\/h3>\n

A. No, each report export is tied to a single wallet. You\u2019ll need to repeat the steps to export reports for other wallets.<\/p>\n

\n

Q: What should I do if the export doesn\u2019t work?<\/h3>\n

A. Ensure the app is updated to the latest version, check your device storage, and verify you have given the app permission to save files. If issues persist, please contact Bookipi support.<\/p>\n

\n

\n

Discover more tutorials for the Bookipi Expense mobile app<\/h2>\n

Discover more tips to maximize your experience with the Bookipi Expense mobile app with our Bookipi Expense guides<\/a>.<\/p>\n

\n

Need to send invoices with ease? Download the Bookipi Invoice mobile app<\/a> and check out our Bookipi Invoice mobile app guides<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to export a CSV report using the Bookipi Expense app.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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