The Exports page is your hub for all things data within Rydoo. Here, you have two main sections to help you manage and retrieve your expense data efficiently: Files and Templates. The Files tab allows you to access and download your previous exports, while the Templates tab enables you to create custom export templates tailored to your needs.
Files
In the Files tab, you can view all previously created exports. The files available to you and the filters you can apply depend on your role within the organization.
For users with the Finance Role:
As a finance user, you can see all types of reports from all users.
Filters
There are six filters available:
-
- Type: Filter by the type of report.
- Role: Filter by the role of the user(s) who created the report.
- Destination: Select files related to your plug-and-play integration.
- Created Before: Select a date to filter reports created before this date.
- Created After: Select a date to filter reports created after this date.
- User: Filter by the user who created the report.
Templates
The Templates tab allows you to export expense data in the format you want. This flexibility ensures that you can tailor the exported data to fit your specific needs. For more detailed information on how to create and manage templates, please refer to our Templates article.
By using the Exports page effectively, you can streamline your expense management process and ensure that you have quick and easy access to all necessary data.