Exports
What are Exports?
The Exports functionality enables you to generate and download CSV files containing data from the selected table for reporting, reconciliation, analysis, auditing, and operational purposes. You can export all available columns, only the columns currently displayed in the grid, or create a custom column selection tailored to your needs. The export process automatically takes active filters and date range settings into account, ensuring that the downloaded file accurately reflects the data currently relevant to your workflow.
How it works?
The Exports feature uses the data currently available in the selected table and generates a CSV file based on the Export settings you choose. Before exporting, you can define the period of data to include and specify which columns should be added to the file.
If filters are applied to the table, the Export tool automatically detects them and indicates whether no filters, a single filter, or multiple filters are active. When a Date range filter is already applied in the data grid, the Export tool pre-populates the corresponding custom date range, ensuring consistency between the displayed and exported data.
The exported file contains only the records and columns defined by your selected date range, filters, and column configuration.
Export data
- Navigate to the entity tab you need to export data from.
- In the toolbar, click the Export icon.
- The system opens a sidebar drawer where you can configure the Export settings.
- Select the Date range. The feature allocates data within a specified time period.
- Choose the Columns option.
| Column option | Description |
| Current | Exports data based on the current view and applied columns. |
| All | Exports data from all the tables provided in the system for the entity. |
| Custom |
Exports data from the manually chosen table selection.
|
- Click Export CSV.
![![Export CSV file drawer]](https://files.readme.io/30164fe82252a2396d0d47f3378ed6fc69bed7bf5eed6ebc927573c0ac0f9d52-Export_CSV_drawer.webp)
Manage Exports
- Click the user icon in the top right corner of the main page.
- Navigate to the Account settings.
- Switch to the Exports tab.
- You can review the list of all Exports on the grid.
- To manage the Export item, click the options icon and select the needed action:
- To retrieve a file, click Download.
- To review the details, click Preview. The system opens the sidebar drawer with all the inclined data.
- To remove a file from the system, click Delete.
![![Manage Exports]](https://files.readme.io/9a4975160afc94a34070e92e84da59948ae79da22d213dc020a007cbe3f39ab0-_Exports.webp)
Supported entities & Data
| Entity | Data |
| Payment Requests |
id, origin_reference_id, merchant_account_id, status, resolution, reference_id, currency, strategy, payment_scheme_id, amount, paid_amount, paid_fee, refunded_amount, charged_back_amount, paid_at, created_at, updated_at, customer_id, checkout_id
|
| Payment Commits |
id, origin_reference_id, merchant_account_id, method_type, method_currency, method_flow, status, resolution, amount, paid_amount, refunded_amount, charged_back_amount, paid_at, created_at, updated_at
|
| Payment Transactions |
id, origin_reference_id, method_type, flow, provider, status, resolution, original_id, provider_currency, amount, paid_amount, created_at, updated_at
|
| Payout Requests |
id, origin_reference_id, reference_id, merchant_account_id, customer_id, status, resolution, amount, currency, write_off_amount, payouted_amount, payouted_fee, created_at
|
| Payout Commits |
id, origin_reference_id, status, resolution, amount, currency, payouted_amount, payouted_fee, fee, created_at
|
| Payout Transactions |
id, origin_reference_id, original_id, provider_id, route_id, flow, method_type, status, resolution, provider_currency, amount, payouted_amount, created_at
|
| Merchant accounts |
id, status, name, currencies, reference_id, created_at, updated_at, payment_scheme_id
|
| Customers |
id, reference_id, merchant_account_id, metadata, created_at, updated_at, email, details
|
| Payment routes |
method_type, status, currency, flow, created_at, updated_at
|
| Provider accounts |
id, original_id, reference_id, currency, name, description, status, balance, created_at, updated_at, provider_integration_id
|