How to Create and Export a Transaction Report

You must be logged into the Facilipay Business Portal with reporting access.
Decide on the date range and filters you want to apply before running the report.

Go to Reports → Transactions
From the main menu of your Facilipay Dashboard, select Reports, then Transactions. Transactions are listed from newest to oldest by default.
Filter by Date Range
Use the date picker to select your desired start and end dates, or manually enter a date range and click Search.
Filter by Payment Type
Select the relevant payment type(s) from the available options to narrow the report to specific payment methods.
Filter by Transaction Type
Choose between:
- Add — money added to a customer's account (e.g. gift card loads, loyalty rewards, balance top-ups)
- Redeem — money removed from a customer's account (e.g. gift card redemptions, loyalty usage, stamp or credit spend)
Export the Report
Once your filters are applied, click the Export button in the top-right corner. A confirmation will appear on the left-hand side of the screen.
Open the File
A .csv file will automatically download to your computer. Open it in Microsoft Excel or upload it to Google Sheets to review your data.

Apply filters before exporting: The export reflects exactly what is visible on screen — refine date and filters first to avoid unmanageable files.
Use shorter date ranges: For high-volume businesses, exporting week by week keeps files easier to review and reconcile.
Know your transaction types: Filtering by Add vs. Redeem separately helps isolate top-up activity from spend for cleaner reporting.

Filtering and exporting your transaction data allows you to generate accurate reports for reconciliation, accounting, and business analysis.