Export a report

After the report parameters are set, you can export the report in Excel or CSV format.

To export the report data to your email, follow the steps below:

Go to Account Manager > Reports or Accountant > Reports.
Set the parameters for generating the report, as described in Get a transaction report.
Click Export to XSLS to download the report in an Excel file, or Export to CSV to download the report in a CSV file.
Indicate an email address to which the system should send a report.
Activate the Include transactions check-box to receive a report with detailed information on each transaction.
Click Send.

The report export file in Excel format can contain no more than 1.048.576 transactions. If the number of the reported transactions is more, please specify the parameters.

The pop-up window view where an email address is indicated

Selecting the checkbox Include transactions displays a list of available columns for the additional tab in the report:

Column name	Description
transactions uid	Transaction UID.
order id	Order identifier.
tracking id	Transaction’s identifier in the merchant system.
status	Transaction status.
description	Order description.
amount	Transaction amount in base currency units.
currency	Transaction currency.
discount rate	Transaction fee, in %.
transaction rate	Fixed transaction fee in the transaction currency, in base currency units.
transaction fee	Total amount of transaction fees, in base currency units.
settled amount	Amount to be paid to the merchant after deducting commissions, in base currency units.
transaction type	Transaction type.
created at	Date and time when the transaction was created.
paid at	Date and time when the transaction was completed.
settled at	Date and time when the transaction amount is credited to the merchant's account by the acquirer.
expired at	Date and time when the order expires, time until which the customer can complete the transaction
message	Transaction processing result message.
shop id	Shop identifier in the PSP system.
shop	Shop name in the PSP system.
bank acquirer	Gateway/bank name.
gateway note	Gateway note field value in the gateway settings.
business category	Business category of the shop.
bank id	Transaction identifier in the acquirer’s system.
first name	Customer’s first name.
last name	Customer’s last name.
address	Customer’s billing address.
country	Customer’s billing country.
city	Customer’s billing city.
postal code	Customer's billing ZIP or postal code.
state	Customer’s billing state or region.
phone	Customer’s phone.
ip	Customer’s IP address.
e-mail	Customer’s email.
brand	Card brand.
merchant id	Merchant identifier in the PSP system.
merchant country	Merchant’s country.
merchant company	Merchant’s company name.
amount after conversion	Transaction amount after conversion.
currency after conversion	Transaction currency after conversion.
gateway id	Gateway identifier in the PSP system.
recurring type	Recurring type of the transaction.
payment method fields	Adds payment method fields to the report.
connection type	Connection type field value in the gateway settings.
response code	Transaction processing result code.
initial amount	Initial transaction amount.
surcharge amount	Applied surcharge amount.
exchange rate	Exchange rate used for the transaction conversion.
agent fields	Adds agent fields to the report.
settled amount after conversion	Converted transaction amount to be paid to the merchant, in base currency units.
transaction fee after conversion	Total amount of transaction fees after conversion, in base currency units.

The following items are not available for the users without the Personal data access permission: First name, Last name, Address, City, Postal code, State, Phone, IP, E-mail, Card holder.

As soon as the report is generated, a link to the report is sent to the indicated email address. The link expires in 72 hours. To access the report, the user must be logged into the system using the same account as the one used for exporting the report.

The Excel file can contain one or several sheets with data in columns. The report view and the number of sheets in the file depend on what report parameters are set and whether the detailed transaction information was requested.

The first sheet contains the overall basic information on the transactions processed during the set reporting period, as it can be seen in the Reports tab in the back office.

The report in the XSLS format

The second and following sheets contain detailed information on card transactions and operations initiated by alternative payment methods.

The card payment data in the report (a part)

If you click Export to CSV, you will get a link to your email address. Click the link and save the ZIP archive. The archive contains:

description.txt - a file with the reporting period and time zone description;
totals.csv - a file with the overall information on the reported transactions;
one or several files in the {payment method}.csv format - a file with data on transactions initiated by a payment method which is indicated in the file name

Example of the “totals.csv” file (part)