---
title: Filter and Export Reimbursement Data
description: Filter reimbursement records using multiple criteria and export customized reimbursement reports with selected fields for reporting and analysis.
---

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2. [Data Import & Export](https://learn.enginehire.io/en/knowledge/data-import-export?hsLang=en)

# Filter and Export Reimbursement Data

## Filter reimbursement records to quickly locate the information you need and export reimbursement data for reporting or analysis. By applying one or more filters and selecting the fields to include in the export, you can generate customized reimbursement reports that match your reporting requirements.

Let’s get started 🚀

### **Using the Filters**

Use the available filters to narrow down reimbursement records and quickly locate the information you need.  

**Step 1**: Log in to your agent dashboard and click **Reimbursements** in the navigation bar.

![image9](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image9.png?width=670&height=157&name=image9.png)  
    
**Step 2**: Click the box under the **Select Client field** to open the dropdown list. 

![image3](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image3.png?width=670&height=169&name=image3.png)

**Step 3**: Select the client from the list as required.

![image8](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image8.png?width=670&height=157&name=image8.png)  
    
In the same way, you can apply additional filters to further narrow down the reimbursement records. For demonstration purposes, we are selecting the **Approved** option from the **Select Status** field. 

![image7](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image7.png?width=670&height=145&name=image7.png)

The reimbursement list will be filtered based on the selected filter criteria. 

![image5](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image5.png?width=670&height=239&name=image5.png)

### **Export Reimbursement Data**

After filtering the reimbursement records, export the required data by selecting the fields you want to include in the CSV file. 

**Step 1**: On the **Reimbursement** page, click the **Gear** icon next to the **Export** button.

![image11](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image11.png?width=670&height=185&name=image11.png)  
    
**Step 2**: Click the fields box under the **Select fields to export reimbursement** field to open the dropdown list.

![image2](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image2.png?width=670&height=216&name=image2.png)  
    
**Step 3**: Select the field(s) from the dropdown list that you want to export in a csv file.

![image10](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image10.png?width=670&height=138&name=image10.png)

You can also remove any field by hovering over it and clicking the appeared **cross** icon. The settings will be saved automatically.

![image4](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image4.png?width=670&height=128&name=image4.png)  
    
**Step 4**: After selecting the required fields, click the **Export** button.

![image6](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image6.png?width=670&height=185&name=image6.png)

The reimbursement data will be downloaded as a CSV file containing the selected fields.

![image1](https://learn.enginehire.io/hs-fs/hubfs/Knowledge%20Base/Data%20Import%20and%20Export/Filter%20and%20Export%20Reimbursement%20Data/image1.png?width=670&height=212&name=image1.png)

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