How do I export billing data for an organization?

Note that exporting billing data is only available to Organization Administrators. 

To export billing data for an organization, select the "My Organization" option under your Menu dropdown: 

 

On the Organization Summary screen, select "Download":

 

Specify the date range for the data you want to download and select "Download".

The data will download billing information for approved reports as a .csv formatted file. Depending on your computer, this may be shown in the bottom left or top right corner of your web browser.

The .csv file can be opened with a spreadsheet program such as Microsoft Excel for PC computers or Numbers for Mac. Once open, the file can then be saved in a desired location.   

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