How to export a Team Expenses Report

Where do I view all Team account fund transactions? Where do I download Team transactions?

Camila Hernandez avatar
Written by Camila Hernandez
Updated over a week ago

An Expense Report will show all your account fund transactions. This includes fund transfers and funds returned from cancelled or expired gifts.

To view your own fund transactions navigate to Gift Reports > Expenses. Confirm you are under the correct Team or account that you've done any gifting or spending on from the drop-down menu at the top of the page! You are able to export this report by clicking on the export button on the right of the report.


To view your Team Member and Team fund transactions navigate to Teams > Manage Gifting > Expenses. Here you will be able to view Team Expense and Team Member Expenses on whichever team you are currently viewing under. You are able to export this report by clicking export button on the right of the report.

*TIP* You are able to filter for a different date range for a Team Expenses report by using the drop-down menu near the top of the Team Expenses report page.


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