With Qashio, you can create and download custom reports of your transaction data. This feature provides greater visibility into your financial activity, allowing you to build more accurate financial models, monitor performance, and investigate individual transactions for valuable insights.

Once logged in, locate the Transactions section in the dashboard.

Click on Actions to see various export options.

Click on Reports Hub.

Click on [View Template] under the Template area

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Before generating your report if you want to make any changes, click on the Edit option.

Click on Generate to create the report.
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Select Date Range:

Choose the date range for the transactions you want to include in the report.

Select Amount Range (optional, if required):

Specify the amount range to filter transactions within a certain value range.

Select Filter for Users, Cards or Pool Accounts (optional, if required):

Specify the Users, Cards or Pool Accounts to further filter the transactions.
In case you had already selected these in the template, this will be copied over here during report generation.

Choose Report File Format:

Select the desired format for your report

Click on Download to save the report to your device.
Alternatively, you can choose to email the report by selecting the email option.
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By following these steps, you can easily create and export customized transaction reports to meet your specific needs.

How to Create Custom Export Templates

How to Export Card Statements

If you encounter any issues or need further assistance, please contact [email protected]