LAST UPDATED
21/01/2026
Dashboard Export
Demonstrates how to export your filtered dashboard data into Excel-friendly CSV formats for offline reporting and analysis.
Dashboard
Platform Dashboard
Export Your Data Instantly - Complete Dashboard Export
Previously, creating reports required manual copying or requesting admin exports. With this feature, users can export their filtered dashboard data to CSV format with a single click. The export includes all visible transactions, respecting the user's active filters, search terms, and view settings.
WYSIWYG Data Export
The CSV export mirrors the dashboard columns exactly, ensuring data is formatted appropriately for spreadsheets. This allows users to filter down to a specific dataset (e.g., "Transactions completed this week") and export exactly that list for analysis.
Security and Efficiency
The export respects user permissions, ensuring users only download data they are authorized to view. The system processes these exports efficiently in the background, allowing users to handle large datasets without blocking other dashboard operations.