While Request Accounting already allows you to download transaction history reports, there are scenarios where you need customized reports for specific analysis or record-keeping.
Our new custom transaction history report feature addresses this need by allowing direct downloads from your transactions table.
This guide will walk you through the process of generating custom transaction reports.
To download custom transaction history reports in Request Accounting, please follow the steps below:
Navigate to your Unified transactions view
Click the export button in your transactions table to generate a report of all your transactions
To narrow down results, click the filters button next to the export button
Apply any type of filter you need, including:
Date range
Assets
Debit and credit accounts
Tags
Specific fiat amounts
Specific token amounts
Types of asset movements (inflows, outflows, internal transfers, external transfers, and Request Finance payments)
Include or exclude spam transactions
Review your filtered transaction list
Click export to generate your report
Find your downloaded report in the reports history table
Important Benefits:
This feature saves you time by eliminating the need to manually filter transactions in Excel
Quickly access precisely the transaction data you need for analysis or reporting
For more information about available filters, please refer to our documentation.