PDF Reports
Overview
Receiptix can export your expense data in two formats: a detailed CSV spreadsheet and a visual PDF summary. Both respect your current filters and date range, so you export exactly the data you are looking at.
Use exports for tax filing, reimbursement claims, team expense tracking, or personal budgeting records.
How to Use It
Export Types
Expense Report (CSV)
A detailed spreadsheet with one row per line item. Columns include:
- Transaction ID
- Date
- Merchant
- Item description
- Unit price and quantity
- Total amount
- Currency
- Category
- Tags (optional — you can include or exclude tags from the export)
Summary Report (PDF)
A formatted document that includes:
- Date range covered
- Chart visualization of spending
- Active filters applied
- Spending totals broken down by category, tag, and member (for shared projects)
- Currency information
Generating a Report
- Go to the Reports screen and set your desired date range and filters.
- Tap the export button (share icon).
- Choose Expense Report (CSV) or Summary Report (PDF).
- For CSV exports, choose whether to include tags in the output.
- Download the file or share it via the system share sheet (email, messaging apps, cloud storage, AirDrop, etc.).
Tips
Filters Carry Over
Reports export exactly what you see on screen. If you have filtered to a specific category, tag, or member, the export only includes those matching expenses. Clear filters before exporting if you want the full dataset.
CSV for Spreadsheets
The CSV export opens in Excel, Google Sheets, Numbers, or any accounting software. Use it when you need to do your own calculations, pivot tables, or imports.
PDF for Sharing
The PDF report is formatted and readable without any special software. Send it to your accountant, attach it to a reimbursement request, or keep it for your records.
Common Use Cases
- Tax filing — Export a year's worth of business expenses as CSV for your accountant.
- Reimbursement — Generate a PDF summary of a business trip to submit to your employer.
- Team tracking — Export a shared project's member breakdown to see who spent what.
- Personal budgeting — Download monthly summaries to track spending trends over time.