exporting financial expense report summaries

Modified on Mon, 14 Jul at 8:11 AM


(Financial Reporting for Commission Staff)


TABLE OF CONTENTS


Exporting Expense Report Summaries

Follow these steps to export subgrantees' expense report details over any period of time during a program year:

  1. On the left-hand side of your Mission Control, click Financial Reporting.
     
  2. Select the program year you’d like to access and click Build Reports.

  3. On the next page, click Expense Summary > Select Data to Export.

  4. Follow the three prompts to select the subgrantees for the report, the time period you need, and the specific metrics you need.  The report will generate near-instantly for you.

Saving Export Options & Sharing Options with Others

When you select columns to include in the export, you'll be asked if you'd like to save your selection for the future to prevent having to check off a bunch of boxes down the road (see the red arrow below).  

And after entering a name for your saved export, you'll be asked if you'll be saving that format just for you, or for others on your team as well (see the orange arrow below). Select the appropriate option and click the Set button at the bottom-right.


Using, Editing, Cloning, and Deleting Saved Export Options

To use, edit, clone, or delete saved export options, at the top of Step 3 of the export page, select "Use a Saved Export Option" and then select the option you'd like to use, update, clone or delete (see the green arrow below).  Follow the prompts and you'll be good to go.



Export All Attachments (Including Receipts + a Copy of the Expense Report) in a Single File

You now have the option to export a single PDF package that includes:

  • A print-ready copy of the expense report (styled like the Excel export, with yellow-highlighted expenses),

  • All attached receipts, and

  • Any additional files (e.g., general ledgers, Section 1/2 uploads, custom attachments).

To use this new export option:

  1. After building your report, look in the top-right corner of the page.

  2. Click the link labeled “PDF with Attachments”.

  3. Click Begin Export.

    The system will generate one downloadable PDF file containing all components.

This bundled export makes it easier to send complete documentation to your finance teams—no need to send multiple files.



Saving Export Options & Sharing Them With Others

When selecting columns for your export, you’ll be asked whether you’d like to save your selection for future use (see red arrow below).

After entering a name for your saved export:

  • Choose whether to save it just for yourself or share it with your team (see orange arrow).

  • Click the Set button at the bottom-right.



Using, Editing, Cloning, and Deleting Saved Export Options

At the top of Step 3 of the export page:

  1. Select Use a Saved Export Option.

  2. Choose the saved option you’d like to use, edit, clone, or delete (see green arrow).

  3. Follow the prompts, and you’re good to go.



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