Export Custom Transaction Reports

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

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 [e-mail].

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Download Custom Transaction Reports

Step 1: Open the Transactions List

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Step 2: Use the Filters to Create Custom Reports

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Step 3: To View the Transactions for a Specific Project, Select the Project Account

Open the Accounts filter and select the project account.

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Step 4: Click Export Transactions to Download the Custom Report

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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 [e-mail] and we will be happy to provide it for you.

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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.

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Contact Our Team

Please contact our team if you have any questions: [e-mail].