How to export transaction reports

Admins have the ability to create and export custom transaction reports using the Export button on the Transactions page.

1. In the Visionary Card Dashboard, click the Transactions tab in the sidebar. 

2. From the Transactions page, click Export.

3. Set the Date Range and tick ✓ all the data attributes you want to include.

4. After clicking Export, a notification message saying Your export has been completed! will appear at the bottom part of the page and your browser will download a file named Transactions List.csv

Note: The system can only export the data to a CSV file at this time.