How to Export a Transaction Report

For reconciliation routines, a transaction report is always needed to give a breakdown of every transaction recorded. The Transaction Report can also serve as a performance report to be presented to potential investors or financial institutions.

Step 1:

On the home page 

  1. Click on the kebab menu ☰
  2. Click on Transactions
  3. Click on the kebab menu ( ⋮ ) at the top right side of your screen

Step 2:

Under More actions, click on Export Report

  1. Select your report time frame by clicking on the start date and end date columns to select the period for the report.
  2. Select the option to export your report as an Excel sheet or a PDF format
  3. Click on the Export Report button at the bottom of the screen.
  4. You will receive a notification via the Oze App to confirm that your report is ready to be downloaded via your email inbox.

Congratulations Transaction Report exported and downloaded successfully.