Reports

    How to Download Transaction Reports

    Generate and download transaction reports.

    1. Go to Transactions.
    2. Click Download Report.
    3. Select the preferred format: PDF or Excel.
    4. Choose the Start Date and End Date.
    5. Click Download Report.
    Transactions page with the Download Report button visible.
    • PDF — best for sharing and viewing.
    • Excel — best for analysis and reporting.
    Download Report dialog with format choice and Start/End date pickers.
    Tip: Use Excel for filtering and deeper analysis. Double-check the date range to avoid missing transactions.

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