Quick Start
Use the right report in three steps—no deep dives required.
When to use: Immediate, one-off exports of current transactions.
Steps:
In the Dashboard, navigate to the Plug-in section → Transactions, set the required filters, then click Export Transactions.
Select the desired fields and output format.
Click Export, then download from Generated Reports.
When to use: Advanced filters with email/SFTP delivery for paid transactions from the past 24 hours.
Steps:
In Admin Panel, navigate to Report > Flexible Report Config > Add Config.
Check Is Active and set your Cut-off Time (date range selection is not available).
Configure the required report headers, click Save, then retrieve your report from Generated Reports or your inbox.
When to use: Recurring exports on a daily, weekly, or monthly schedule.
Steps:
In Admin Panel, go to Report > Periodic Report Config > Add New.
Specify Report Generation Start Date, Period, Cut-off Time, and check Is Active.
Configure the required report headers, click Save, and your reports will run and be delivered automatically.
Last updated