fix: differentiate icons for custom and standard export formats

[samranahm]

Explanation of Change

Fixed Issues

$ #88096

Tests

1. Add custom export templates and include IS export template
2. Open Reports page > FIlters > "Exported to"
3. Verify any custom export template has table-pencil icon and standard export templates has simple table icon
4. Select any template > Save > View Results and press Exported to: Valuebutton next to search input
5. Verify the icons for Custom and Standard export templates
6. Press Display > Edit columns > Select "Exported to" > Save
7. Check icon cell in "Exported to" column and verify Custom export templates and Standard templates have different icon
8. Open the expense report > Press "More" in report header > Export
9. Verify the icons based on step 3

• Verify that no errors appear in the JS console

Offline tests

Same as test

QA Steps

Same as test
// TODO: These must be filled out, or the issue title must include "[No QA]."

• Verify that no errors appear in the JS console

PR Author Checklist

• I linked the correct issue in the ### Fixed Issues section above
• I wrote clear testing steps that cover the changes made in this PR
  • I added steps for local testing in the Tests section
  • I added steps for the expected offline behavior in the Offline steps section
  • I added steps for Staging and/or Production testing in the QA steps section
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  • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
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• I included screenshots or videos for tests on all platforms
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  • Android: Native
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Screenshots/Videos

Android: Native

Android.Native.mp4

Android: mWeb Chrome

Android.mWeb.Chrome.mp4

iOS: Native

IOS.Native.mp4

iOS: mWeb Safari

IOS.mWeb.Safari.mp4

MacOS: Chrome / Safari

macOS.Chrome.mp4

[melvin-bot]

@aimane-chnaif Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[Copilot]

Pull request overview

Note

Copilot was unable to run its full agentic suite in this review.

Updates export-related UI to visually distinguish standard export templates from custom templates by using a dedicated “table-pencil” icon for custom templates across search filters, bulk actions, and report export menus.

Changes:

• Added a new TablePencil SVG asset and wired it into the lazy expensify icon chunk.
• Updated export template pickers/menus (search filters, bulk actions, report header) to choose Table vs TablePencil based on whether the template is standard.
• Updated the “Exported to” search list cell to render the new icon for template-based exports.

Reviewed changes

Copilot reviewed 7 out of 8 changed files in this pull request and generated 4 comments.

Show a summary per file

File	Description
src/pages/Search/SearchAdvancedFiltersPage/SearchFiltersExportedToPage.tsx	Chooses Table vs TablePencil for export template filter items.
src/hooks/useSelectedTransactionsActions.ts	Differentiates icon per export template in selected-transactions export options.
src/hooks/useSearchBulkActions.ts	Differentiates icon per export template in bulk export options.
src/components/Search/SearchList/ListItem/ExportedIconCell.tsx	Adds rendering for custom-template export icon in the “Exported to” column.
src/components/Search/FilterDropdowns/ExportedToSelectPopup.tsx	Chooses Table vs TablePencil in exported-to multi-select popup items.
src/components/MoneyReportHeader.tsx	Differentiates icon per export template in report header export menu.
src/components/Icon/chunks/expensify-icons.chunk.ts	Registers TablePencil in the expensify icon bundle.
assets/images/table-pencil.svg	New icon asset used for custom export templates.

---

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[codecov]

Codecov Report

❌ Looks like you've decreased code coverage for some files. Please write tests to increase, or at least maintain, the existing level of code coverage. See our documentation here for how to interpret this table.

Files with missing lines	Coverage Δ
...rc/components/Icon/chunks/expensify-icons.chunk.ts	0.00% <ø> (ø)
src/hooks/useExportActions.ts	0.00% <0.00%> (ø)
src/hooks/useSearchBulkActions.ts	47.45% <0.00%> (-0.16%)	⬇️
src/hooks/useSelectedTransactionsActions.ts	75.33% <33.33%> (-0.58%)	⬇️
...s/Search/FilterDropdowns/ExportedToSelectPopup.tsx	1.96% <0.00%> (-0.09%)	⬇️
...dvancedFiltersPage/SearchFiltersExportedToPage.tsx	0.00% <0.00%> (ø)
...ts/Search/SearchList/ListItem/ExportedIconCell.tsx	63.82% <50.00%> (-3.68%)	⬇️
... and 12 files with indirect coverage changes

[dannymcclain]

Videos are looking good to me 👍

[flaviadefaria]

Is there a reason why we're not making this change in the Export menu in other parts of the product -- such as the bulk actions menu? Am I missing something?

[trjExpensify]

Are all of those default templates?

[dannymcclain]

We should be updating it everywhere any of these options show up.

[samranahm]

Is there a reason why we're not making this change in the Export menu in other parts of the product -- such as the bulk actions menu?

@flaviadefaria we implemented this change in bulk action as well.

screen_1776444830931.mp4

[flaviadefaria]

Awesome, thanks for confirming @samranahm!

[trjExpensify]

@samranahm looks like you picked up a conflict here. @aimane-chnaif can you review the PR?

[samranahm]

Resolving merge conflict.

[melvin-bot]

@aimane-chnaif Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[trjExpensify]

Welp, that didn't work.

[melvin-bot]

We did not find an internal engineer to review this PR, trying to assign a random engineer to #88096 as well as to this PR... Please reach out for help on Slack if no one gets assigned!

[github-actions]

🚧 @lakchote has triggered a test Expensify/App build. You can view the workflow run here.

[lakchote]

@samranahm @trjExpensify there is an issue

Repro steps:

1. Export report A with a custom/IS export template.
2. Export report B with a standard template, like All Data - Expense Level Export
3. Go to Reports search.
4. Press Display > Edit columns.
5. Select Exported to and save.
6. Look at the Exported to column for both reports.

Expected: report A shows the table-pencil icon, report B shows the plain table icon.
Actual result: report B shows the table-pencil icon, report A shows the plain table icon.

Screen.Recording.2026-04-30.at.09.55.26.mov

[samranahm]

@lakchote Please have another look, the issue is resolved.

[lakchote]

Looks good to me. I re-checked the exported-to cell path against the backend export labels, and the latest change now separates standard template labels from custom template labels correctly.

[github-actions]

🚧 @lakchote has triggered a test Expensify/App build. You can view the workflow run here.

[OSBotify]

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

[github-actions]

🧪🧪 Use the links below to test this adhoc build on Android, iOS, and Web. Happy testing! 🧪🧪
Built from App PR #88157.

Android 🤖	iOS 🍎
https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-android-Adhoc-75bb036-850145f-51749e1b220363babffec6ca0c44da51e460bd9d/index.html	https://ad-hoc-expensify-cash.s3.us-east-1.amazonaws.com/rock-artifacts/ad-hoc/rock-ios-device-AdHoc-75bb036-850145f-aedc188020c5b1313c4684cae9a90e8b67cc4175/index.html

Web 🕸️
https://88157.pr-testing.expensify.com

---

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[OSBotify]

🚀 Deployed to staging by https://github.com/lakchote in version: 9.3.65-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

Bundle Size Analysis (Sentry):

• Android
• iOS

[MelvinBot]

I reviewed the changes in this PR and the help site articles under docs/articles/.

No help site changes are required.

This PR adds a TablePencil icon to visually differentiate custom export templates from standard ones across filters, search results, and export menus. The relevant help articles (How to Export Expenses, How to Export Reports, and Export Expenses and Reports (Classic)) describe the export workflow and available template types but do not reference specific UI icons. The docs already correctly distinguish between standard and custom templates — this PR only changes the visual icon shown next to each, which is not documented in the help articles.

[jponikarchuk]

@trjExpensify @samranahm @lakchote Could you please clarify how to perform step 1 Add custom export templates and include IS export template?

[mountiny]

Bump on this one @trjExpensify @lakchote @aimane-chnaif

[OSBotify]

🚀 Deployed to production by https://github.com/mountiny in version: 9.3.65-6 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅

[samranahm]

@trjExpensify @twisterdotcom Can you please help to set the IS export template to the following accounts
applausetester+ap14@applause.expensifail.com
applausetester+mn0324@applause.expensifail.com
applausetester+mn0324a@applause.expensifail.com

@jponikarchuk Please sign in with above mentioned emails from this comment #85885 (comment) you should get the IS export template.

[trjExpensify]

Sorry, I was OOO. We all good?