Overview

Custodia allows administrators and finance users to export platform data into a customizable CSV file. This functionality can be used across different modules, including Activities, Expenses, Cards, Reimbursements, and more.

Exports are fully configurable. You can select exactly which fields to include, apply filters to narrow your dataset, and save named export templates for future use. This makes the export tool flexible enough for operational reporting, finance reconciliation, compliance reviews, or internal analysis.

This guide outlines the general export process.

Step-by-Step: Creating a Data Export

1. Navigate to the Relevant Module

Log in to the Custodia web application.

Go to the section you would like to export data from. For example:

• Activities 
• Expenses
• Out-of-Pocket Payments
• Employee Benefits
• Cards

Open the specific screen that contains the records you want to export.

2. Apply Filters (Optional but Recommended)

Before creating the export, use the available filters on the screen to narrow down your dataset.

You may use the search parameters to filter most attributes shown within the grid you are viewing.

In this Example, I want to all Amazon expenses YTD. 

Filtering first ensures your export contains only relevant records.

3. Create a New Export

On the right side of the screen, click the three dots menu.

Select: Export To → New

A new export configuration window will open.

At the top of the screen, rename the export from the default timestamp to something meaningful.

Naming your export clearly allows you to reuse it later without rebuilding the configuration.

4. Select the Fields to Include

On the left side of the export builder, you will see a list of available fields.

• Fields on the left are available options. 
• Drag fields to the right to include them in your export.

You can select as many fields as needed based on your reporting requirements.

If you include date-related fields, you can typically adjust the date settings using the dropdown on the far right of the selected field to refine the timeframe.

Choose only the fields relevant to your use case to keep the report clean and focused.

For Expenses: See Additional Exporting Options for Expense Reports

5. Generate the Export

Once your configuration is complete:

• Click Export

A CSV file will download automatically to your computer.

You can open the file in Excel, Google Sheets, or your preferred reporting tool for further analysis.