Export payout report

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Kanha Chhim

• June 15, 2022 15:46

I don't see an option to generate a pdf or excel report on a payout report that I can view. Is there a way to get this done? I would like to attach these payout reports to the payments in our system. 

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  Sara

  • June 15, 2022 18:59

  Hi Kanha,

  While you are able to view the Payout report as a Biller, your Account Owner is the only Team Member with the permissions to actually export these reports.
   
  If you are looking to export all of your payout totals, I recommend that your Account Owner navigate to Billing > Card Transactions and filter by Payouts. They will be able to export those amounts as a spreadsheet.

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