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Download/export data from the web app

Unlimited Plan Plus Plan

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If you need to download data for further analytics, filtering or sharing of data, you can can do this directly in the Soldo web app. The download/export functionality allows to take your real-time data displayed in the web app and save it as an Excel file (.xlsx).

How to download data

You can export and download your data wherever you see the download icon. Simply select the button and your data will be automatically downloaded as an Excel file (.xlsx).

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Can I choose what data is downloaded?

Yes, you can customise your download using the filter and column tools. The data you choose to display in the web app will be reflected in your download. For example, if you hide or show specific data or reorder the columns, your download will match that configuration.

WC_Download_ColumnFilterSettings_202501_EN.png

If you need to download data for further analytics, filtering or sharing of data, you can can do this directly in the Soldo web app. The download/export functionality allows to take your real-time data displayed in the web app and save it as an Excel file (.xlsx).

How to download data

Who: All users (for data you can access according to your role and permissions)

You can export and download your data wherever you see the download icon. Simply select the button and your data will be automatically downloaded as an Excel file (.xlsx).

Download_Export GIF_Surface.gif

Can I choose what data is downloaded?

Yes, you can customise your download using the filter and column tools. The data you choose to display in the web app will be reflected in your download. For example, if you hide or show specific data or reorder the columns, your download will match that configuration.

WC_DataTables_EditColumnsListAnnotated_202512_Surface_EN.png

Availability

Who: All users (for data you can access according to your role and permissions)
Pricing plan(s): Plus, Unlimited
5 people voted. Sum of votes: 3
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The software services provided to customers resident in or with registered office in an EEA country or in the UK are provided by Soldo Software Ltd a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. Soldo Software Ltd (data protection number: ZA 092035) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All the communications related to the software and related services shall be sent to the registered office. Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.

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The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.  Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.

The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.