How to Download a Transaction Statement from your API Dashboard

This guide explains how to download your Transaction Statement from your API Dashboard.

When downloading your statement, you can filter transactions to retrieve specific records, including payments or collections, within a selected date range.


You can also view previous Statement Download Requests, including:

  • The user who requested the download, 
  • The transaction type 
  • The selected date range 
  • The request status 
  • The date of the request

Previously generated statements can be downloaded directly from the dashboard.

Follow the steps below:

Step 1: Access Statement Download

  1. Log in to your API Dashboard
  2. Click on Statement Download

Step 2: Downloading your Transaction statement:

  1. Select the type of transaction you want to download (e.g., Payments or collections). 
  2. If known, enter the transaction date.  
  • You may also use Advanced Filters to refine your search further.
  1. Once the relevant transactions are identified, click Request Download.

The transaction statement will be generated and downloaded to your computer.

Viewing Previous Statement Requests

Within the Statement Download section, you can view past download request and their details, including:

  • Requestor
  • Transaction type 
  • Date range
  • Status
  • Date requested

If the statement is ready, you can download it directly from this section.

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