Skip to content
English
Pax2pay
  • There are no suggestions because the search field is empty.

How do I export Payment Reports as a CSV in the portal?

This article covers how to export card payment and bank transfer data from the Payments Room, and how to filter it to quickly find exactly what you need.

Exports include both virtual card and bank transfer payments, making this a great option for targeted reporting, such as pulling specific cards or bank transfers, or reviewing activity over a set date range or by supplier.

For more comprehensive reports, the Reconciliation Report and Account Statement in the Accounts Room is a better option — offering full payment and reconciliation data, ideal for complete reporting, audits, or reviewing activity over a wider date range.

How to export a payment report

  1. Navigate to the Payments Room.
  2. Apply your filters to narrow down results — by Payment Type (Card or Transfer), Activation Date, Merchant, and more.
  3. Once your filters are applied, a Download button appears. Select it to export the results as a CSV file, , as shown below.

Need help? Raise a ticket with our support team.