How do I use Custom Date Ranges to Generate Reports?

Creating an expense report for specific timeframes can help track your financial performance more effectively. This guide will walk you through using custom date ranges to generate a detailed expense report.

Step 1: Log into the web platform

Navigate to my.custodia.ai and log in using your corporate email and credentials

Step 2: Choose which Report to generate

1. Export Transactions: Navigate to Activity > Expenses

2. Export Activities: Navigate to Activity > Activity

Step 3: Define the Custom Date Range

1. Decide on the specific timeframe for the the report (e.g., last month, last year, previous quarter). For this example we can use the range of January 2022 - December 2024
   
   

2. Use the following method to confirm your date range. 

   1. In the date range dropdown, select Custom
      
      
   2. Start by selecting the year from which your range will start  (2022)
      
   3. Then select the month and date
      
      
      
      
   4. Follow the same process to select your End date.
      
      
   5. Once the range has been set, you will see your custom date range listed in the the box
      
      

Step 4: Generate the Report

1. 1. 1. You may use the search bar to filter the search results to show the required items
         
         
         
         

      2. Use the -3- dot drop down menu on the left hand side of the page to open your export options. Choose a template from list to generate your custom date range report.