Creating Expenditure Report for Specific Statuses

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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.

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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.

ExportCSVButton.png

NOTE: A green notification box will appear at the bottom of the screen indicating that the CSV was sent to your email.

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Step 3: You will then pull a Detailed Expenditures report using these instructions:

  1. Click the gear icon in the upper right-hand corner of the screen and select Reports.
  2. Click the Detailed Expenditures button and input desired date range.
  3. Select GENERATE REPORT and the file will be sent to your email.

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NOTE: A green notification box will appear at the top of the screen for this report as well.

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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

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