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Downloading a Financial Report

You can download financial reports related to your account.

New beta reports will appear as new fields or columns are added. Beta reports will be eventually merged into current existing versions as announced by Rapyd Support.

For detailed descriptions, see:

To download a financial report:

  1. Sign in as described in Accessing the Client Portal and navigate to Reports > Reports & Billing.

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  2. Click the Download icon on the row of the report that you want to download.

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