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# How to Create a P.O. CSV Report

The CSV export provides a detailed overview of all costs from **P.O.s, expenses, and invoices**. In Excel, you can filter the data by **department** and **supplier** to monitor budgets, track spending, and quickly identify variances. This makes it ideal for reporting, whether you need data for **P.O.s, invoices, or expenses**.

###### Good to know

* The export feature lets you **generate reports** and transfer data to accounting software, showing current **amounts, statuses, and details** for **P.O.s, invoices, and expenses/petty cash** in a single export.
* You can also view all costs in one place by filtering by **department** in Excel.
* Additionally, you can assign a [**user role with export permissions**](https://help.digitalpurchaseorder.com/en/article/user-roles-in-dpo-18tuec6/), allowing team members in your organization to create exports and view the costs associated with their respective departments.


###### Create a CSV Export

1. Navigate to **Settings** and select the appropriate tab:
* **Export** → for P.O.s
* [**Export Expenses**](https://help.digitalpurchaseorder.com/en/article/export-expenses-csv-report-7v79yk/) → for Expenses
* [**Export AP Automation**](https://help.digitalpurchaseorder.com/en/article/export-ap-automation-in-dpo-7jdi6e/) → for Invoices


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-30-at-15105_1ggmqbv.png =1151xauto)



2. Enable **“Export CSV2”** by checking the box.
3. Click **“REQUEST NOW”**. This step is required for every export to ensure the most up-to-date data is included.
4. Refresh the page and verify that **today’s date** appears above the download button.
5. Click **“DOWNLOAD”**.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-30-at-15120_34cnd.png =671xauto)



###### Open the CSV File in Excel

1. Open Excel and create a **new workbook**. Go to **Data → Get Data → From Text (Legacy)**.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1ve7dr0.png)

2. Select the downloaded CSV file and click **“Import Data”**.
3. Choose **Delimited**, make sure **UTF-8** is selected as the file origin, and click **“Next”**.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_o1f0hf.png)
4. Select **Comma** and **Tab** as delimiters, then click **“Finish”**.
*(Check the preview to ensure the columns are displayed correctly.)*



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1c21ho9.png)


5. Click **“Import”** to load the data into Excel.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1r2x0cq.png)

###### Filter Data by Department

1. Select the **first row** and enable **Filters** using the toolbar.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1kjlhgk.png =972xauto)



1. Open the filter of the column you want to use (e.g. **“Department”**), uncheck **“Select All”**, and choose the desired department.
2. Click **“Apply Filter”** to display the filtered results.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1o2fobn.png)



${color}[#0d5068](**Questions or need help?**)
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