Statements

This guide will walk you through exporting statements from the platform, ensuring you obtain the necessary data in CSV format.

Step-by-step Guide

1. Access "Export Data" and Select "Statements"

From the platform's main screen, click on the side menu and select "Export Data". Then, choose the "Statements" option.

2. View Recent Exports

You can track the latest exports performed through the listing. It is possible to download listings from previous days for a specific account.

3. Initiate a New Export

To perform an export, click on "Create Export" and select an account and a time period (currently limited to 24 hours).

4. Apply Advanced Filters

• In addition to selecting the account and period, you can filter by:
• Transaction Type
• Status
• Reversal
• Nature of Operation

5. Customize Export Columns

If you wish to sort or remove some of the reported columns, select your preferences in the export settings.

6. Confirm and Await Export Completion

Upon confirming the export, it will be marked as pending. Once processing is complete, the status will change to completed and available for download. It is recommended to refresh the page to verify the export's completion.

7. Download the Exported File

Click "Download" to obtain the exported file in CSV format.