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Can I export transaction report automatically?

You can export transaction report automatically using scheduled report by following the steps below:

  1. Log in to DOKU Dashboard, and then access the side navigation bar
  2. Under Report tab, select Transaction
  3. Transaction page will appear where you can filter the transaction report based on status and payment methods
  4. Click Export button located on the right side of the page, then select Scheduled Export
  5. 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)
  6. In the same pop-up box, enter your email address (and others if needed)
  7. Complete Google reCAPTCHA, then click SAVE button
  8. You have successfully added a scheduled report, click [ ] icon on Transaction page to check the scheduled report if needed.  

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