Skip to main content
All CollectionsQuoteMachine Payments
How to view your payouts and export them as a CSV
How to view your payouts and export them as a CSV

In this support article, we will go over the process of viewing your payouts and how to export them as a CSV file

Stanislava Berberova avatar
Written by Stanislava Berberova
Updated over 5 months ago

Viewing payouts allows you to get a breakdown of your daily deposits. This will display each pay in included in the payout along with any associated fees.

How to view individual payout reports

You can view and export individual payout reports by following the below steps:

  1. Navigate to the Payment processing page on the left side menu

  2. Click on Payouts at the top menu bar

    1. You will now see a table with all our payouts with information on the payout date, status, amount, and deposit method

  3. To view details on an individual payout, click on the payout of interest

    1. This will open a modal with additional information, such as all the pay ins included in this particular payout and any applicable fees

  4. If you would like to export the payout information as a CSV file, click on the export button at the top right hand corner of the payout modal

    1. This will prompt you to save the payout report CSV file on your computer

How to export a payout report CSV over a specified range of dates (aka as a monthly payout report)

You can export a payout report for a given range of dates by following the below steps:

  1. Navigate to the Payment processing page on the left side menu

  2. Click on Payouts at the top menu bar

  3. Click on the download button at the top right hand corner of the payouts listing table

  4. In the pop-up modal, you can select one of three options for the date range:

    1. Previous month: prepares and exports a payout report between the first date to the last date of the previous month

    2. Current month: prepares and exports a payout report between the first date to the current date of the current month

    3. Custom: allows you to specify the date range you want included in the payout report

      1. Note: the date range cannot be greater than 31 days. For reports greater than 31 days, please break up the dates ranges into multiple exports.

  5. Click export

    1. This will prompt you to save the payout report CSV file to your computer

Your exported payout report CSV will look like the following:

Did this answer your question?