How to generate Excel and PDF report?

You can generate Excel and PDF report from both the app and the web version.

For the web version, once you login to the web version at https://www.foreceipt.com/,  the easiest way to submit report request is to use the Receipts / All page and follow the 4 steps mentioned below: 



Once you have submitted your report request, you can come to the "Report Download" page to download the finished report. You will also get an email notification when the report is ready.

  

If you want to define some frequently used report templates and run them as needed, please click the Reports menu described in the below picture:



Then click "Add Query" button on the above screen, you will come to the following report search criteria screen.  Define all search criteria, date range, by Receipt date or Date Created, set the report name. You can save the report and come back to the above screen or Save & Preview to see receipts to be included in the report.

 












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