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Exporting reports for your Accounts

Last updated 03/16/2021

Exporting reports for one account

You may export reports for a single account on the Activity page.

  1. Navigate to accounts in Dashboard
  2. Click or search for the account you would like to export a report for
  3. Click on the account to view more details and navigate to the Activity page
  4. Navigate to the type of transaction you would like to export
  5. Click on CSV and follow the instructions
  6. Once the export is complete, we will send you an email with a link to download the CSV

Note: Please contact help@xendit.co if you would like to get access to the Balance history and Transaction reports

Exporting consolidated reports for multiple accounts

You may also export reports for multiple accounts on the All Accounts page.

  1. Navigate to accounts in Dashboard
  2. Select which accounts you’d like to export reports for
  3. Click on Export and follow the instructions
  4. Once the export is complete, we will send you an email with a link to download the CSV

Note: The reporting limit for dates is 31 days

Note: Please contact help@xendit.co if you would like to get access to the Balance history and Transaction reports

Supported Reports

ReportSingle AccountMultiple Accounts
Cash
Invoice
Virtual Accounts
Disbursement
[BETA] Balance history
[BETA] Transactions