Reports

Peter Davies

started a topic 8 months ago

Would it be possible to have Financial Transactions and Payment Reports download into a csv or Excel file please?

2 Comments

Julia Josephson

said 8 months ago

SNT Team

Hi Peter,

Thank you for your feedback! I wanted to make sure you knew it was an option to have a .csv version scheduled to deliver to your email, SFTP, etc. and see if that meets your needs?

Here is some information for you from our Knowledge Base about scheduling these reports in case it is helpful for you:

Scheduled Report: Financial Transaction – Payment
Scheduled Report: Financial Transaction – Revenue

Best,

Julia

Peter Davies

said 8 months ago

Forum User

Dear Julia

Thank you for your prompt reply. However, it look like this solution will work going forward, but will not allow for historical analysis. For example, I want to review date in October and November.