Skip to content
  • There are no suggestions because the search field is empty.

Creating and Exporting a Transaction Report

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

 

  1. From the main menu of your Facilipay Dashboard select Reports, and then Transactions.

  2. On the Transactions page, you will see a list of transactions displayed from newest to oldest.
    Use the available filters to refine your report:

    Filter by Date Range:

    • Select your desired start and end dates using the date picker,
      OR

    • Manually enter the date range and click Search.

    Filter by Payment Type:

    • Select the relevant payment type(s) from the available options.

    Filter by Transaction Type:

    • Add = Money added to a customer’s account (e.g., gift card loads, loyalty rewards, upfront/balance top ups).

    • Redeem = Money removed from a customer’s account (e.g., gift card redemptions, loyalty reward usage, stamps, credit, or balance top-ups being spent).

  3. Once your filters are applied, click the Export button in the top-right corner of the screen.

    • A notification will appear on the left-hand side confirming the export.

    • A .csv file will automatically download to your computer.

    • If you have Microsoft Excel installed, the file will open automatically in Excel.

    • If not, you can upload and open the file using Google Sheets.

Your filtered transaction file has now been successfully exported and is ready for review.