Exports in the Financial report module

In the Financial report module, exports are accessible above the search results.

By clicking on the icon, the menu gives you these 4 options:

  Export,

Export to my email,

Export (big volume),

Recurring export.

The export file incorporates the same columns, same sorting and same results as those displayed in your financial report.

You can thus choose what you want to export (e.g., your interchange and scheme fees for the current month, or all sales relating to a specific payment means). 

If you need to have transactional information in your export, use custom data (by configuring them to include transactional information). Available in the Financial report module, this column can thus be exported.

For more information on how to configure each type of export, please refer to this section: Data export.