Skip to main content

Documentation

Downloading a Report of Wallet Accounts

You can download a report of all currency accounts in the wallets your company manages. The report is in CSV format.

How to Download a Report of Wallet Accounts

  1. Sign in as described in Accessing the Client Portal and click Wallets > Wallets.

    The Wallets page appears.

    64808b50d013c.png

  2. Modify the display by doing the following:

    • To add or remove columns, click the Choose Columns icon at the top right. The icon has three vertical bars. On the Choose Columns panel, select the columns you want to appear in the report.

    • To change the column order, tap on a column header and drag it to a new place.

  3. Tap the Export icon at the top right corner of the page.

    The Export data pop-up window appears.

    64808b52dbdbe.png

  4. Select a range of dates or All for all dates.

  5. Select one of the following:

    • All Columns - Exports all of the data fields.

    • Visible Columns - Exports only the data fields that are currently displayed.

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

Sample Report

"Wallet ID","Account ID","Currency","Balance","Wallet Status","Full Name","Phone Number","Email","Limit","Type","IDV Status","Created at","Updated At","Reference ID" 

"ewallet_90243779b0dd9b0e1d14b8def503ba2a","","","0.00","Disabled","","","","","person","","22 April, 2020, 10:30 UTC","22 April, 2020, 10:30 UTC","e-7763" 

"ewallet_f55f8c34012eed8b32a10a63426d4765","ce4082d8-8470-11ea-833c-02e199f7f6f5","EUR","5,000.00","Active","","+14087589345","","","company","","22 April, 2020, 07:52 UTC","22 April, 2020, 07:52 UTC","sdg5464" 

"ewallet_30898c4369c41e05914425b6b0b9ffa2","1d0f3e81-8471-11ea-833c-02e199f7f6f5","EUR","5,000.00","Active","","+14087559345","","","company","","22 April, 2020, 07:52 UTC","22 April, 2020, 07:52 UTC","ohoohoho" 

"ewallet_b2d02f19c084240b64cf1ec6aa93d1f5","","","0.00","Active","","+14081559345","","","company","","22 April, 2020, 07:52 UTC","22 April, 2020, 07:52 UTC","" 

"ewallet_07a9d8fbf52d5c535c81d12d068e9ff5","","","0.00","Active","","+14081551345","","","company","","22 April, 2020, 07:51 UTC","22 April, 2020, 07:51 UTC","" 

"ewallet_1d95f196985cc08e7785e75b5d005c74","","","0.00","Active","","+14085551345","","","company","","22 April, 2020, 07:51 UTC","22 April, 2020, 07:51 UTC","" 

"ewallet_4b11a21c05a131d5dffe7d3845995521","","","0.00","Active","","+14085553345","","","company","","22 April, 2020, 07:19 UTC","22 April, 2020, 07:19 UTC",""
Report Format

Line 1 contains a list of headers. Each header is a column heading in the Accounts page. For a description of the headers, see Listing Wallets. The report contains only the fields that appear in the Wallets page when you tap the Export icon.

All subsequent lines contain the transactions, one transaction per line.

In this section: