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Reports

This article explains on how to download a Report

Generate a report

  1. Click Reports in the left menu and choose the product tab: Global accounts, Payments or Cards.

  2. Click Generate report.

  3. Choose which accounts to include (Main account and/or Sub-accounts), the report type, the currency, the date type and date range, and the file format (CSV, Excel or PDF).

  4. Edit the file name if you wish and tick Email me when the report is ready to be notified.

  5. Click Confirm. The report is generated in the background and appears in the list.

Generate report button on the Reports page
Generate report dialog

Download a report

  • Each row shows the report ID, create time, expiry time, file name and status.

  • When the status is Completed, click Download in the Action column.

  • Reports expire 7 days after creation; generate a new one if the status shows Expired.

  • Use the date filter or search by reference ID to find an earlier report.

Reports list

Need help? Contact the UQPAY Customer Support team via the chat icon in the bottom-right corner or email [email protected].

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