Overview
The Expense Report in Copilot CRM allows you to review your company’s expenses for any selected time frame.
You can filter by category to better understand spending trends and identify where your business expenses are concentrated.
Step 1: Open the Reports Page
Navigate to the Reports tab from the left-hand menu.
Under the Financial section, click Expenses.
Step 2: Set the Report Parameters
At the top of the page, select the filters you want to apply:
Date Range – Choose the time frame for your report.
By default, this is set to Year to Date.
Category – Select a specific expense category or view All Categories to see everything.
These filters allow you to narrow the report to only the expenses that matter most for your review.
Step 3: Export or Print the Report
Once your report is generated, you can:
Export the data as an Excel (.xlsx) or CSV (.csv) file
Print the report directly using the Export button
Use Case Examples
Review monthly or quarterly spending by category.
Track company expenses for budgeting or accounting purposes.
Prepare expense summaries for tax filing or reimbursement documentation.