Generating a Transaction Report

  • Updated on Nov 19, 2024
  • Published on Oct 29, 2024
  • 1 minute(s) read
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How to Generate a Transactions Report

Generating a Transactions Report from our portal is straightforward. Follow these steps to access and download your report.

1. Log In to the Portal

  • Access the Portal: Go to portal.apcopay.tech and log in using your reference, username, and password.

2. Navigate to the Reports Section

  • Open the Reports Menu: In the left-hand sidebar, click on Reports to open the reports menu.

3. Select the Transactions Report

  • Choose Transactions Report: From the list of available report types, select Transactions Report.

By default the report is for the last 7 days (excluding todays). You can change the date from the dates section.

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You are also able to select which fields you wish, by selecting the toggle filters.

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4. Download the Report

  • Generate and Download: Once clicking on the CSV button ( image below), your report will be generated and immediately downloaded in CSV format.

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PDF Option Coming Soon

We will soon add the ability to download reports in PDF format, perfect for printing and quick sharing, alongside the existing CSV format for data analysis.