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How to export Reports or Transactions from the Client Portal

FlexPay offers you the flexibility of taking any report from the Client Portal with you. This will help you if you are looking into specific details of your declined transactions or need to reconcile any data with your CRM.

You can find the export button on the top right side of the header. There are two different exports you can do from the portal. 

  • Report: Exports the overall report for your selected period to a .xlsx file
  • Transactions: Exports every transaction for your selected period to a .csv file

 A popup will appear to notify you of the pending report download. 

The type of report and the date range will be included as part of the file name.

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