---
title: "Generating a Transaction Report"
slug: "generating-a-transaction-report"
updated: 2024-11-19T07:20:35Z
published: 2024-11-19T07:20:35Z
canonical: "docs.apcopay.com/generating-a-transaction-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apcopay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generating a Transaction Report

## 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](https://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.

![image.png](https://cdn.document360.io/358ada76-9dff-4d31-80ba-dad90c84bfa9/Images/Documentation/image%2823%29.png){height="" width=""}

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

![image.png](https://cdn.document360.io/358ada76-9dff-4d31-80ba-dad90c84bfa9/Images/Documentation/image%2824%29.png){height="" width=""}


#### 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.

![image.png](https://cdn.document360.io/358ada76-9dff-4d31-80ba-dad90c84bfa9/Images/Documentation/image%2826%29.png){height="" width=""}

:::(warning) (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.
:::