How do I pull transaction reports?


In addition to the card statements you receive every statement period, you can also generate a custom transaction report at any time.

Card expenses

Account admins, card admins, and bookkeepers can pull reports for card expenses made by everyone on your team. Other role types can generate an expense report for their personal expenses.

Step 1: In your dashboard, go to Expenses.

Step 2: Review and select the filters you want to apply for your custom report. You can select any date range, expense type, budget(s), out-of-policy transactions, transaction status, or last four digits of the card the transaction was made with. The list of transactions will update automatically with the filters you’ve selected.

You can download receipts by clicking Include receipts in export. Receipts are in order of purchase date and expense ID, which you’ll see in the report.

Step 3: Once all filters are set, click Export.

You'll then see a banner indicating that your export is in progress, which will update to show when it's complete. If you’d like, you can also select the option to receive a notification email once the export is ready for download.

Brex business account transactions

Account admins and bookkeepers can generate reports for all Brex business account transactions made on your account.

Step 1: In your dashboard, go to Accounts > Business accounts > Transactions.

Step 2: Customize your report by selecting a date range.

Step 3: Click Export on the right.

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