This article will take you through how to use the Export CSV option along with a Detailed Expenditures report to generate an expenditure report for expenditures in a specific status.
Step 1: Check the Expenditures Status box and select desired statuses.
Step 2: Once specific filters are selected and applied, you can export the Melds into a CSV using the Export CSV button as shown below.
NOTE: A green notification box will appear at the bottom of the screen indicating that the CSV was sent to your email.
Step 3: You will then pull a Detailed Expenditures report using these instructions:
- Click the gear icon in the upper right-hand corner of the screen and select Reports.
- Click the Detailed Expenditures button and input desired date range.
- Select GENERATE REPORT and the file will be sent to your email.
NOTE: A green notification box will appear at the top of the screen for this report as well.
Step 4: Download both files from email and then you can use the VLOOKUP function in Excel to combine the matching information. This help article from Microsoft covers how to do this: VLOOKUP function