You can export transaction report automatically using scheduled report by following the steps below:
- Log in to DOKU Dashboard, and then access the side navigation bar
- Under Report tab, select Transaction
- Transaction page will appear where you can filter the transaction report based on status and payment methods
- Click Export button located on the right side of the page, then select Scheduled Export
- A pop-up box will appear where you can name the report file, choose the file format (CSV or XSLX), and determine the schedule frequency (daily, weekly, or monthly)
- In the same pop-up box, enter your email address (and others if needed)
- Complete Google reCAPTCHA, then click SAVE button
- You have successfully added a scheduled report, click [ ] icon on Transaction page to check the scheduled report if needed.