After months of testing and user feedback, we are proud to announce that the new Reports section of the Shoeboxed Web App is out of Beta and now an official Shoeboxed feature!

The new Reports allows users to create customized expense reports based on parameters like date, categories, and vendor name. Unlike older versions of Shoeboxed expense reporting, the goal of Reports is to give users an effortless way to create detailed and custom-built financial summaries using their receipt data.

When you log in, you’ll notice that the new design is very distinct from the Beta version. The look and feel is now consistent with the rest of the web app, and you no longer have to bypass a summary screen before creating a new report. The new permanent Reports section is also cleaner, faster, and less buggy.

Here’s a quick summary of what you’ll see in the new Reports section:


New, Cleaner Interface

Shoeboxed Reports
Build new reports, navigate through old ones, and download reports in one centralized location.

Once you click the “Reports” tab, you’ll be taken to a screen that includes a list of past reports on the right (that you can download straight to your computer) and the Reports builder on the left. The colors, fonts and buttons have also been updated to match the rest of the web app for a more pleasant and reliable in-app experience.


Autofill Smart Filters

Shoeboxed Reports
Look for specific categories and vendors in a fraction of the time using new autofill filters.

Vendor names and categories will now be searchable using autofill and a drop-down smart filter selection. In other words, if you start typing “ta” for “Target”, you will see a list populated with possible vendor name matches (it’s like Google search, but for your receipts!)


Quick Links for Date Ranges

Shoeboxed Reports Date Range
Use quick links to the right of the date boxes to instantly select a date range for your report.

We added date range “quick links” in the date filter section so that you can select common date ranges for your receipt reports without having to manually select them from the drop-down calendar.


You might like: The Ultimate Receipt Organization & Management Resource


About Shoeboxed!

Shoeboxed is a receipt scanning service that supports multiple methods for receipt capture: send, scan, upload, forward, and more!

You can stuff your receipts into one of our Magic Envelopes (prepaid postage within the US). Use our receipt app (iPhone, iPad and Android) to snap a picture while on the go. Auto-import receipts from Gmail. Or forward a receipt to your designated Shoeboxed email address.

Turn your receipts into data and deductibles with our expense reports that include IRS-accepted receipt images.

Join over 1 million businesses scanning & organizing receipts, creating expense reports and more—with Shoeboxed.

Try Shoeboxed today!