Quick Start

Use the right report in three steps—no deep dives required.

Dashboard Report

• When to use: Immediate, one-off exports of current transactions.

• Steps:

  1. In the Dashboard, navigate to the Plug-in section → Transactions, set the required filters, then click Export Transactions.

  2. Select the desired fields and output format.

  3. Click Export, then download from Generated Reports.

All generated report headers use preconfigured sets. To add or modify headers, see Customizing Report Headers.

Flexible Report

• When to use: Advanced filters with email/SFTP delivery for paid transactions from the past 24 hours.

• Steps:

  1. In Admin Panel, navigate to Report > Flexible Report Config > Add Config.

  2. Check Is Active and set your Cut-off Time (date range selection is not available).

  3. Configure the required report headers, click Save, then retrieve your report from Generated Reports or your inbox.

Periodic Report

• When to use: Recurring exports on a daily, weekly, or monthly schedule.

• Steps:

  1. In Admin Panel, go to Report > Periodic Report Config > Add New.

  2. Specify Report Generation Start Date, Period, Cut-off Time, and check Is Active.

  3. Configure the required report headers, click Save, and your reports will run and be delivered automatically.