How to make your report (CSV)
This is a quick guide. For the full documentation (all report types, tables, fields, and advanced rules).
Step 1 - Choose the Report Type + Name (required)
- Select the Report Type:
- Enter a Report Name (required) so you can find it later.
Step 2 - Select your Fields (columns)
- Choose the Table you want to use (for your chosen report type).
- Pick the Field (column) you want, using search if needed.
- Add an Alias (this becomes the column title in your CSV).
Optional (advanced):
- Use Wraps (format or transform values).
- Use Open Function / Arithmetic Operators (+, -, *, /) to build formulas.
- Use Aggregation Operators (SUM, AVG, COUNT, etc.) to calculate totals.
tip
- Drag and drop fields to change the column order.
- Always check the Report Formula Preview to confirm the final result.
Step 3 - Add Filters (very important)
Best practice:
- Always add a date filter (example:
created_at/confirmation_date/settlement_date). - You can also filter by contract, payment method, status, country, etc.
You can filter using:
- A fixed value (example:
contract_id = xyz) - A dynamic value (example:
LAST_90_DAYS,PREVIOUS_MONTH,CURRENT_DAY, etc.)
Step 4 - (Optional) Group your results (GROUP BY)
Use Group when you want a summary instead of raw rows.
Example:
- Instead of “one row per payment”, you can group by Payment Method and get:
- total amount (SUM)
- number of transactions (COUNT)
Important Rule
- If you use any aggregation (like
SUM/COUNT/AVG), you must group by the other fields (the “labels” you want to keep).
Step 5 - (Optional) Sort the results
Choose a field to sort by:
Example:
- Sort by Amount DESC to see the highest values first.
Step 6 - (Optional) Pagination (Limit & Offset)
Use pagination if the report is very large or if you want to test quickly:
Final step - Run and Download
After saving, execute your report and download the result as a CSV.
Optional: Automations (scheduled reports)
If you need the same report regularly, you can create an Automation to generate it on a schedule and receive the report by email (daily, weekly, or monthly).
Create and manage your automations here: Automation