Export your data to CSV
Overview
Ramp supports many custom reporting setting for you and your business on Ramp to export. Here's a quick view of the reports you can export from Ramp and where you can access them.
In general, to download table data, click the download icon. This will kick off a CSV download in your browser or, depending on the file size, send it to you via email.
You must be an Owner or Admin to access reporting for your entire company. Manager reports will contain a CSV of data for their teams only.
Important: The Expenses and Accounting pages both offer card transaction exports, but they serve different purposes. Expenses exports are reporting only — they download transaction data without affecting your Accounting queue. Accounting exports are part of the sync workflow — committed exports can mark transactions as synced and remove them from the queue. For details, see Marking transactions as synced.
Available exports
Transactions Tab
Go to Expenses > Transactions. Admins and managers can customize the fields they want in their exports via "Export settings" from the download icon. The default export will only reflect the columns shown in the table view unless additional fields have been enabled. Split transactions will show up in this export.
Note: This is a reporting export. It does not mark transactions as synced or remove them from the Accounting queue. To export transactions as part of your accounting workflow, use the export from Accounting instead.
Default fields:
- Merchant Name
- Ramp Category
- Transaction Date
- User
- Ramp Department
- Ramp Location
- Card Last 4
- Card Display Name
- Amount
- Original Currency Amount
- Original Currency Code
- Conversion Rate
Additional fields that can be configured:
- Transaction Time
- Accounting Date
- Clearing Time
- Clearing Date
- Amount Repaid
- Repayment Date
- User Email
- Merchant Description
- Merchant City
- Merchant State
- Card Present
- Memo
- Transaction Link
- Has Receipt
- Receipts Link
- External ID
- Header Memo
- Ramp Entity
- Accounting Sync Date
- Approved By
- MCC Code
- Statement Amount
- Statement Currency
- Limit Amount
- Limit Currency
- Declined Amount
- Decline Reason
- Attendees
- Accounting Category Code
- Accounting Category
- Accounting Department
- Accounting Location
- Accounting Subsidiary
- Accounting Merchant
- Account ID
- Account Name
- Line Memo
- Accounting Billable
- Accounting Billable ID
- Accounting Billable Code
- Accounting Client Reference
- Accounting Client Reference ID
- Accounting Client Reference Code
- Accounting Tax Code
- Accounting Tax Code ID
- Accounting Tax Code Code
- Accounting Vendor
- Accounting Vendor ID
- Accounting Vendor Code
- Accounting Category
- Accounting Category ID
- Accounting Category Code
- Accounting Class
- Accounting Class ID
- Accounting Class Code
- Accounting Department
- Accounting Department ID
- Accounting Department Code
- Accounting Project ID
- Accounting Project ID ID
- Accounting Project ID Code
- Accounting Activity Codes
- Accounting Activity Codes ID
- Accounting Activity Codes Code
- Flight Ticket Number
- Flight Confirmation Number
Expenses > Travel
Go to Expenses > Travel. Admins can export information from the Travel tab via "Export settings" from the download icon.
- Trip Name
- Status
- Locations
- Start Date
- End Date
- Duration
- First Name
- Last Name
- Total Spend
- Flight Spend
- Hotel Spend
- Transit Spend
- Rail Spend
- Mixed Spend
- Per Diem Spend
- Other Spend
- Description
Out of Policy
Go to Expenses > Out of Policy. Contains the same fields as the Transactions Tab export, filtered to out-of-policy transactions only.
Declined Transactions
Go to Expenses > Declined Transactions.
- Transaction Time
- Transaction date
- Accounting Date
- Declined Amount
- User
- Merchant Description
- Merchant Name
- Merchant City
- Merchant State
- Ramp Category
- Ramp Department
- Ramp Location
- Card Last 4
- Card Present
- Card Display Name
- Decline Reason
- Ramp Entity
Funds & cards
Go to Funds & cards. For security, card exports include only the last 4 digits of each card number. Full card numbers are not available in any CSV export. To view a full virtual card number, the card owner can reveal it from the card detail page.
- User Name
- User Email
- Card Name
- Current Balance
- Limit
- Frequency
- Auto Lock Date
- Payment Types
- User Department
- User Location
- User Role
- Approved By
- Last 4 Digits
- Utilization
- Spend Program Name
Reimbursements
Go to Reimbursements > History. Reimbursement CSV Exports can be customized via "Export settings" from the download favicon. The default export will only reflect the columns shown in the table view unless additional fields have been enabled in the settings. You can search for a specific field/column you need to toggle on or off in the export settings.
- Limit
- Reviewed Time
- Reviewed Date
- Submitted Time
- Submitted Date
- Transaction Date
- Requester Name
- Requester Email
- Type
- Cost Of Sending Reimbursement (USD)
- Amount Received By User
- Currency Received By User
- Status
- Payment Type
- Payment Cleared Date
- Merchant Name
- Distance (miles)
- Reimbursement Link
- Has Receipt
- Receipts Link
- Memo
- Original Amount On Receipt
- Original Currency On Receipt
- Ramp Entity
- Accounting Payment Date
- Synced Date
- Accounting Provider Specific info (QB category, class, etc)
- Approver
Bill Pay
Go to Bill Pay > Paid. Admins and Owners can customize the fields they want in their exports via "Export settings" from the download favicon. The default export will only reflect the columns shown in the table view unless additional fields have been enabled. The level of detail can also be configured (include line item accounting or not).
Default fields:
- Accounting Activity Codes
- Vendor
- Status
- Bill amount
- Payment scheduled date
- Due date
- Invoice date
- Invoice number
- Entity
- Accounting Category
- Accounting Project ID
- Accounting Billable
- Accounting Class
- Accounting Department
- Description
Additional fields that can be configured:
- Bill url
- Invoice received date
- Payment method
- Payment initiated date
- Payment received date
- Currency
- Bill sync status
- Bill payment sync status
- Vendor memo
- Trace ID
- Check number
- Banking partner ID
- Latest approver
- Approvers
Accounting
Go to Accounting > Card Transactions. Unlike the Expenses export, the Accounting export is part of the sync workflow — committed exports can mark transactions as synced and remove them from the Accounting queue.
How you export depends on your accounting integration:
| Your setup | How to export |
|---|---|
| Direct ERP (such as QuickBooks Online, NetSuite, Sage Intacct, or Xero) | From the Ready to Sync toolbar, open the sync-review flow. Choose Just download for a preview CSV, or Mark as synced to clear items from the queue without syncing to your ERP. |
| QuickBooks Desktop | Open the Review & Export flow and choose Export IIF file, a CSV export, or journal-entry CSV. Committed exports remove transactions from the Accounting queue. Statement payments are not supported in IIF. |
| Universal CSV | Click Export all and choose the committed export format your accounting system expects. Committed exports remove transactions from the Accounting queue. |
Note: The Needs Review and Waiting for Cardholder tabs do not have an export option. Transactions must reach the Ready to sync or Ready to export state before they can be exported from the Accounting page. To download a report of all card transactions regardless of sync status, use the export from Expenses > Card Transactions instead.
For the complete accounting export workflow, see Marking transactions as synced.
Accounting exports include the following fields:
- Transaction Time
- Transaction Date
- Accounting Date
- Clearing Time
- Clearing Date
- User
- Merchant Description
- Merchant Name
- Merchant City
- Merchant State
- Ramp Category
- Card Last 4
- Card Present
- Card Display Name
- Line Memo
- Ramp Department
- Transaction Link
- Has Receipt
- Receipts Link
- Ramp Location
- Memo
- Header Memo
- External ID
- Ramp Entity
- Debit
- Credit
- Account Name
- Account ID
- Your accounting provider specific line items that you've enabled on Ramp
People
Go to Company > People.
- First Name
- Last Name
- Role
- Active
- Department
- Location
- Physical Card
- Manager
- Total Spend This Month
- User Invited By
- Date User Joined Ramp
Vendors by Card
Go to Vendors and export the "By Card" view.
- Merchant Name
- Ramp Category
- Owner Name
- Total Spend
- First Transaction Date
- Total 30 Day Spend
- Percent Change 30 Day Spend
- New Vendor
- Status Alert
- Next Payment Date
- Next Payment Amount
- Next Payment Alert
- Billing Frequency
- Owner Department
- Owner Location
- Card Last Four
- Vendor Description
Vendors via Bills
Go to Vendors and export the "Via Bills" view.
- Vendor
- Owner
- Total Spend
- Last 30 Days
- Vendor Type
- Contact Email
- Created At
Vendors including Tax Details
Go to Vendors and export the "Including Tax Details" view.
- Vendor
- Owner
- Total Spend
- Last 30 Days
- Vendor Type
- Contact Email
- Created At
- Tax ID
- Tax Status
AP Aging Report
Go to Vendors and export the AP Aging Report.
- Vendor name
- Current ($)
- Previous 30 day's of $ paid
- Total # Paid