Download transaction reports

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With Soldo Transaction reports, you can get transaction data as it happens, so you always have complete visibility over expenses. Using the flexible transaction filters, you can create customised reports to zero in on the data you need. If you want to share a report with stakeholders or carry out further analysis outside of the Soldo app, you can download your reports in a variety of formats to suit your workflows. In this guide, we'll look at what download options are available and how to download your report. 

Suggested reading: If you want to find out more about viewing and filtering transaction reports in the Soldo web app, see this article: Viewing and filtering transaction reports.

How to download a transaction report

1. Log in to the web app.
2. From the left-side menu, select Reports > Transactions.
3. Apply the filters to create your report (see: Viewing and filtering transaction reports.)
4. Select the Download button.
   
5. Choose the download format for your report.
   
6. After selecting your preferred format, you may have the option to configure additional settings for the download:

PDF

Additional settings:

• Attachment options - Choose whether the PDF report should include Transactions only or Transactions + Attachments.
  Note: Each attachment will be added as a new page in the PDF after the list of transactions. You can select the attachment icon next to each transaction to navigate straight to the attachment.
• Summarise report by - The first page of the report will include a summary of spending. You can choose whether you want this summarised by: Wallets, Cards, Users, or Groups.
  
• Group transactions - If you select ‘Yes’, transactions will be displayed grouped by individual wallet, card, user or group. Grouping is dependant on your setting for the “Summarise report by” option. For example, if you choose to summarise reports by wallets, transactions will also be grouped by wallet.

XLSX

Additional settings:

• Display list items as: 
  • Items in a single column - Transactions tagged with list items will be displayed in a single column called "Tags" in the format "List name: List item".
    
  • Items in multiple columns - A new column is created for each list and added to the end of the report.
    
• Summarise report by - The first tab of the report will include a summary of spending. You can choose whether you want this summarised by: Wallets, Cards, Users, or Groups.
  
• Show split transactions - If you select ‘Yes’, transactions split between multiple employees will be displayed on different lines in the report.

CSV

Additional settings:

• Format settings:
  • Comma delimited - e.g. Settled date,Auth. date,Transaction status,User,User type,
  • Semicolon delimited - e.g. Settled date;Auth. date;Transaction status;User;User type;
  • Tab delimited - e.g. Settled date|Auth. date|Transaction status|User|User type|
• Show split transactions - If you select ‘Yes’, transactions split between multiple employees will be displayed on different lines in the report.

QIF / OFX

There are no additional settings to configure for the QIF or OFX format. Only transactions will be included in the downloaded report.

ZIP

There are no additional settings to configure for the ZIP format.

You'll get:

• A main JSON file with all transaction data (based on your filters)
• A folder for each transaction that has an attachment. Each folder will include:
  • Any attachments uploaded for the transaction
  • A separate JSON record of the transaction

7. After choosing the format and applying any additional settings, select Download.
   
8. The report will be prepared and you'll receive a message when complete. Select Download from the confirmation message to download the file.
   

FAQs

Where are my reports saved?

We don’t save the reports that you generate. You’ll need to download them using the link provided in the confirmation message. You can then save the report to your device.

How long does it take to download a report?

This depends on how much data you're trying to download. In many cases, a report can be generated and be ready for download in a matter of seconds. In some cases, where you have a large amount of data, it may take a few minutes to generate the report. You don’t need to wait around for this. If a report takes longer than 30 seconds to generate, we’ll display a message “Your download is taking a while. We'll email you a download link once the file is ready.” You can continue with any other work and leave the reports section of the web app. We’ll send you a link via email where you can download your report when ready.

Note: We’ll only email a link in cases where report generation takes longer than 30 seconds. In all other cases, you’ll need to remain in the reports section until you receive the confirmation message with a link to download your report.