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How do I export reports for a specific entity?

Transaction exports and statements are entity-specific. Choose the specific entity before exporting.

1. Switch to the entity you want to export data for using the entity switcher.


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2. Go to Transactions or Wallets. Apply any date or type filters.


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3. Click Export and select your format (CSV or PDF).

💡 Tip: For consolidated group reporting, export each entity separately and combine in your accounting or BI tool.


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