[Due for payment 2025-08-15] [Export Templates] Add custom IS Templates to New Expensify

@flaviadefaria

Following up on #58315

Add support for triggering exports using custom IS Templates in New Expensify - see here for more details

Issue Owner

Current Issue Owner: @flaviadefaria

@flaviadefaria

Current assignee @flaviadefaria is eligible for the NewFeature assigner, not assigning anyone new.

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

@shawnborton

Triggered auto assignment to Design team member for new feature review - @shawnborton (NewFeature)

@shawnborton

Sorry for the noise @shawnborton - no action needed here from you!

@francoisl

Auth PR (https://github.com/Expensify/Auth/pull/16015) has been merged (h/t @francoisl for getting that one over the line 🙌)

App PR (#65149) is on hold/ draft pending the Export dropdown option being added as part of #58316 and also pending the basic options being added here

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.1.90-11 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

If no regressions arise, payment will be issued on 2025-08-15. 🎊

@NikkiWines

BugZero Checklist: The PR adding this new feature has been merged! The following checklist (instructions) will need to be completed before the issue can be closed:

[@NikkiWines] Please propose regression test steps to ensure the new feature will work correctly on production in further releases.
[@flaviadefaria] Link the GH issue for creating/updating the regression test once above steps have been agreed upon.

Please assign me here as C+.

Regression Test Steps

Create a new account and create a workspace on that account
Create a report with two expenses on it
Create another report with one expense on it
Ask internal engineer) to add an IS Template to your account named "Report Custom Export"
Note: this can be done by following these steps, I recommend using a simple template like this:

Report ID,Merchant,Amount,Category,Expense Date
<#list reports as report>
    <#list report.transactionList as expense>
        ${report.reportID},<#t>
        ${expense.merchant},<#t>
        ${(expense.amount/100)?string("0.00")},<#t>
        ${expense.category},<#t>
        ${expense.created}<#lt>
    </#list>
</#list>

Reports > Expenses

Navigate to the Reports page > Expenses
Select 1 expense and click the 1 selected button, then Export
Confirm you see the option to export via Report Custom Export
Select all of the transactions and click the x selected button, then Export
Confirm you still see the Report Custom Export option
Select the Report Custom Export option and confirm you see a modal that states your export has begun
Confirm you receive a message from concierge with your export file containing an entry for each of your selected expenses

Reports > Reports

Navigate to the Reports page > Reports
Select one expense from each report and click the 2 selected button, then Export
Confirm you see option to export via Report Custom Export
Select the Report Custom Export option and confirm you see a modal that states your export has begun
Confirm you receive a message from concierge with your export file containing an entry for each of the expenses on your selected reports -- in this case, 2 expenses.
Select one report and click the x selected button, then Export
Confirm you see the option to export via Report Custom Export
Select the Report Custom Export option and confirm you see a modal that states your export has begun
Confirm you receive a message from concierge with your export file containing an entry for each of the expenses on your selected reports -- in this case, all of the expenses on your selected report.

Reports > Single Report View

Click into the report with 2 expenses from the Reports > Reports view
Select one expense and click on the 1 selected button, then Export
Confirm you see the option to export via Report Custom Export
Select the Report Custom Export option and confirm you see a modal that states your export has begun
Confirm you receive a message from concierge with your export file containing an entry for each of the selected expenses on your report -- in this case, 1 expense.
Select both expenses and click on the 2 selected button, then Export
Confirm you see the Report Custom Export options
Select the Report Custom Export option and confirm you see a modal that states your export has begun
Confirm you receive a message from concierge with your export file containing an entry for each of the expenses on your selected report -- in this case, 2 expenses.

Inbox > Report

Navigate to your inbox and find the report with two expenses on it
Select one expense and click on the 1 selected button, then Export
Confirm you see the Report Custom Export options
Select the Report Custom Export option and confirm you see a modal that states your export has begun
Confirm you receive a message from concierge with your export file containing an entry for each of the expenses on your selected report -- in this case 1 expense.
Unselect all expenses, click on the More button, and then Export
Confirm you see the Report Custom Export
Select the Report Custom Export option and confirm you see a modal that states your export has begun
Confirm you receive a message from concierge with your export file containing an entry for each of the expenses on your selected report

Do you agree 👍 or 👎 ?

@parasharrajat

Payment Summary

Upwork Job

Reviewer: @parasharrajat owed $250 via NewDot

BugZero Checklist (@flaviadefaria)

I have verified the correct assignees and roles are listed above and updated the necessary manual offers
I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants//hired)
I have verified the PR was not reverted
I have applied any discounts due to bugs/regressions introduced by this PR
I have paid out the Upwork contracts or cancelled the ones that are incorrect
I have verified the payment summary above is correct

@parasharrajat

Payment Summary

Reviewer: @parasharrajat owed $250 via NewDot

Payment requested as per #65111 (comment)

@parasharrajat

Approved $250 to @parasharrajat

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[Due for payment 2025-08-15] [Export Templates] Add custom IS Templates to New Expensify #65111

20 remaining items

Regression Test Steps

Reports > Expenses

Reports > Reports

Reports > Single Report View

Inbox > Report

Payment Summary

BugZero Checklist (@flaviadefaria)

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[Due for payment 2025-08-15] [Export Templates] Add custom IS Templates to New Expensify #65111

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melvin-bot commented on Jun 27, 2025

melvin-bot commented on Jun 27, 2025

melvin-bot commented on Jun 27, 2025

NikkiWines commented on Jun 27, 2025

NikkiWines commented on Jul 7, 2025

20 remaining items

melvin-bot commented on Aug 8, 2025

melvin-bot commented on Aug 8, 2025

parasharrajat commented on Aug 8, 2025

parasharrajat commented on Aug 14, 2025

Regression Test Steps

Reports > Expenses

Reports > Reports

Reports > Single Report View

Inbox > Report

melvin-bot commented on Aug 15, 2025

Payment Summary

BugZero Checklist (@flaviadefaria)

flaviadefaria commented on Aug 18, 2025

Payment Summary

parasharrajat commented on Sep 3, 2025

quinthar commented on Sep 15, 2025

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