Expensify Export Report

Overview

The Expensify Export Report Snap exports reports as a file to an Expensify account and displays the file content in the output.


Expensify Export Report Overview

Supported Accounts

Prerequisites

A valid Expensify Account.

Snap views

Type Description Examples of upstream and downstream Snaps
Input

This Snap has exactly one document input view.

Output

This Snap has at most one document output view.

Learn more about Error handling.

Snap settings

Note: Learn about the common controls in the Snap settings dialog.
Field/Field set Description
Label

String

Required. Specify a unique name for the Snap. Modify this to be more appropriate, especially if more than one of the same Snaps is in the pipeline.

Default value: Expensify Export Report

Template

String/Expression*

A FreeMarker template used to format the exported data. Refer to create report attributes for information on how to create a template for this Snap.

Snap execution

Dropdown list
Choose one of the three modes in which the Snap executes. Available options are:
  • Validate & Execute. Performs limited execution of the Snap and generates a data preview during pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during pipeline runtime.
  • Execute only. Performs full execution of the Snap during pipeline execution without generating preview data.
  • Disabled. Disables the Snap and all Snaps that are downstream from it.

Default value: Execute only

Example: Execute only

Supported Attributes for Export Report operation

The details about attributes to be passed as input for export report operation can be found at following link: create report attributes.

JSON for exporting report
{
    "onReceive":{ "immediateResponse":["returnRandomFileName"] },
    "inputSettings":{ "type":"combinedReportData", "reportState":"REIMBURSED", "limit":"10", "filters":{ "startDate":"2014-01-01", "endDate":"2014-02-01", "markedAsExported":"Expensify Export" }, "employeeEmail":"[email protected]" },
    "outputSettings":{ "fileExtension":"xls", "fileBasename":"myExport" },
    "onFinish":[ { "actionName":"markAsExported", "label":"Expensify Export" }, { "actionName":"email", "recipients":"[email protected]", "message":"Your report is ready." } ] }