Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
    • Build Your Chart of Accounts
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Help Request to the Mazlo Team
  • Projects
    • Create a New Project and Activate Banking
    • Make an Internal Transfer
  • Contacts
    • Create Contact Profiles for Donors and Recipients
  • Check Deposits
    • Make a Mobile Check Deposit
  • Send Money
    • Send an ACH Transfer
    • Mail a Physical Check
    • Approve and Send Payment Requests for Projects
  • Mazlo Cards
    • Issue a Mazlo Card
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
    • Create a Custom Donation Campaign
  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
    • Build Live P&L Statements
    • Bank Statements
    • Enable ACH Pull
  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
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On this page
  • Introduction
  • Download Custom Transaction Reports
  • Contact Our Team
  1. Transactions

Export Custom Transaction Reports

This guide explains how to download custom reports for your organization.

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Last updated 5 months ago

Introduction

Mazlo makes it easy to export custom reports of your transaction data. Use custom filters to download reports for specific accounts, transaction types, or date ranges. If you need a custom export format to meet your accounting software requirements, please contact our team at .


Download Custom Transaction Reports

Step 1: From the Transactions List, Use the Filters to Create Custom Reports


Step 2: Use Filters to View the Transactions for a Specific Project

Open the Accounts filter and select the project account.


Step 3: Click Export Transactions to Download the Custom Report


Step 5: Choose the Data Range and Format for Export

First, select whether you'd like to include pending and declined transactions in your export.

Then select 'Mark transactions as exported' so you don't download duplicates in your next report.

Then select whether to export the raw data or export with Aplos formatting.

*If you need a new format to match your accounting software, please contact our team at support@mazlo.com and we will be happy to provide it for you.


Step 6: Open the Download

Click on the file from your downloads folder to open the custom report.

*If you don't see the file in your downloads folder, please ensure you've enabled pop-ups in your browser settings.


Contact Our Team

Please contact our team if you have any questions: .

support@mazlo.com
support@mazlo.com