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How to make your report (CSV)

This is a quick guide. For the full documentation (all report types, tables, fields, and advanced rules).

Step 1 - Choose the Report Type + Name (required)​

  1. Select the Report Type:
  2. Enter a Report Name (required) so you can find it later.

Step 2 - Select your Fields (columns)​

  1. Choose the Table you want to use (for your chosen report type).
  2. Pick the Field (column) you want, using search if needed.
  3. Add an Alias (this becomes the column title in your CSV).

Optional (advanced):

tip
  • Drag and drop fields to change the column order.
  • Always check the Report Formula Preview to confirm the final result.

Step 3 - Add Filters (very important)​

Best practice:

  • Always add a date filter (example: created_at / confirmation_date / settlement_date).
  • You can also filter by contract, payment method, status, country, etc.

You can filter using:

  • A fixed value (example: contract_id = xyz)
  • A dynamic value (example: LAST_90_DAYS, PREVIOUS_MONTH, CURRENT_DAY, etc.)

Step 4 - (Optional) Group your results (GROUP BY)​

Use Group when you want a summary instead of raw rows.

Example:

  • Instead of “one row per payment”, you can group by Payment Method and get:
    • total amount (SUM)
    • number of transactions (COUNT)
Important Rule

Step 5 - (Optional) Sort the results​

Choose a field to sort by:

Example:

  • Sort by Amount DESC to see the highest values first.

Step 6 - (Optional) Pagination (Limit & Offset)​

Use pagination if the report is very large or if you want to test quickly:

  • Limit = how many rows to return
  • Offset = where to start (example: offset 0 = first page)

Final step - Run and Download​

After saving, execute your report and download the result as a CSV.

Optional: Automations (scheduled reports)​

If you need the same report regularly, you can create an Automation to generate it on a schedule and receive the report by email (daily, weekly, or monthly).

Create and manage your automations here: Automation