Exporting Payments Reports

You might want to export the Payment Activity or Bank Transactions reports to help you more easily reconcile Podium payments with your accounting software.

  1. Go to Dashboard.
  2. Select Payment Activity or Deposits & Withdrawals.exporting_payments_reports_1.png
  3. Click Export as CSVYou’ll see a message when the file has been downloaded successfully.Exporting_Payments_Reports_2.png
  4. In the Bank Transactions report, you can also download a CSV file for a specific deposit. Click the More Options menu next to a deposit and select Export as CSV.Exporting_Payments_Reports_3.png