Data guides
Card or expense portal: see how much data you have, then export it.
Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.
Card or expense portal
Operations & industry
How to see how much data is in Card or expense portal
- Sign in to the card or expense portal as an admin
- Open Transactions or Reports and set the widest date range
- Note the transaction count and earliest date available
- Count cardholders and receipts attached
Record transaction count, years of history and number of cardholders.
How to get a copy of your Card or expense portal data
- Sign in as an admin
- Open reports, transactions or statements
- Set the full date range
- Export transactions as CSV
- Download receipts and statements separately
Admins can typically export transactions, receipts and statements as CSV or PDF from the portal's reports or statements area.
Receipt images are often stored separately from transaction exports, so check that both are included.
These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.