How to Generate Excel & PDF Reports
What You Can Do
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Access Anywhere
Generate both Excel and PDF reports from the mobile app or web portal. For a smoother experience, especially on larger screens, we recommend using the web version. -
Easy to Share
Once your report is ready, you'll receive an email with a download link. Perfect for forwarding to your accountant for tax prep—or to your employer for reimbursements.
What’s Included in Each Format
| Format | Content Highlights |
|---|---|
| Excel | Includes receipt summaries, detailed entries, and clickable links to receipt images. Great for tax prep or deeper analysis. |
| Contains embedded receipt images along with summary and detail information. Ideal for sharing and reimbursement tasks. |
Note: Total amounts in reports are always shown in your default currency, even if individual receipts are in their original foreign currencies. To ensure accurate conversions, be sure to set up your exchange rates first.
How to Create a Report in the Web Portal
Log in to the web portal at foreceipt.com. Go to Receipts → All and initiate the report in three simple clicks.
Want to Reuse the Same Report Format?
Click New Report to open the template setup view.
Click Add Report, define your criteria (like date range, receipt date vs. created date), name your template, then Save or Save & Preview.
Quick Tip
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Use the web portal for its superior layout and control.
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Save report templates for fast, repeat access to commonly used filters or date ranges.
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Confirm your default currency and exchange rates are set correctly before generating reports with mixed currencies.