The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Downloading a Financial Report

You can download financial reports related to your account.

For detailed descriptions, see:

How to Download a Financial Report

To download a financial report:

  1. Sign in as described in Accessing the Client Portal and tap Reports.
  1. Tap the Download icon on the row of the report that you want to download. Select Download as CSV.

The file is downloaded to the \downloads folder on your local computer.

Updated 8 months ago

Downloading a Financial Report

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