New PDF and Excel Reports Now Available

The next time you export your Shoeboxed documents to a PDF or Excel file, you’ll notice that we’ve added a table that shows the total amount spent by each category!

New Table in Shoeboxed PDF and Excel ReportsWith our new PDF and Excel exports, you can see how much money you spent on the different categories in your Shoeboxed account. This feature is especially useful if you use our reports for expense reporting. No more manually calculating the total amount spent by category!

If you’ve never tried one of these export options, you can find the instructions for creating a PDF report here and instructions for creating an Excel report here.

As always, you can create reports limited by date range or to only include certain categories, but each PDF and Excel report will now contain category totals at the bottom of the report.

If you have any feedback or questions about our new PDF or Excel reports please reach us 24/7 at help@team.shoeboxed.com or give us a shout on Twitter @Shoeboxed.

We’ll be sure to keep you in the loop as more upgrades and fun new features are released!

Stay Organized,

The Shoeboxed Team

Author: Emily Farrar

At Shoeboxed, Emily focuses on keeping our users happy and engaged. She is a graduate of UNC-Chapel Hill with a degree in Public Relations and an avid Tar Heels fan. She enjoys traveling, staying active and spending time with her six-year-old Maltese, Madam.