How to get data about all transactions for a client

Learn how to view and export all transactions for a specific client’s wallets and accounts

To get data about transactions on wallets and accounts of a specific client:

1

Navigate to General > Clients.

2

Select the client and click the Edit button.

3

On the client details page, go to the Transactions tab, then select Deposit, Payout, Transfer, Exchange, or Balance change operations from the dropdown to view the respective transactions.

4

From each page, export data by clicking the Export button in the upper-right corner.

If filters are applied, some transactions may be excluded. Clear all filters to ensure you see the full list of transactions.

It may also be important to check the Status column filters. For example, filter to show only transactions with the Done status and exclude those with Pending or Failed statuses.

5

In the displayed popup:

• Select the file format: XLSX or CSV.

• Select Send to email to receive the file by email or Download to save it to your computer.

• Click Export.

You can then use the exported files to calculate and analyze transactions made on the client’s accounts and wallets.