Getting reports from the Customer Portal

We've been improving the Customer Portal, so some reports have moved. Here's where to find them.

Reports you can run yourself

• Users: Users > Export to CSV.
• Transactions: use the Transactions export. To include declined transactions, remove the Account filter. See also Where do I see the last month employee transactions?
• Employer Fund Statement: under Activity > Extracts.
• Dashboards: figures on the dashboards are lifetime totals.

Why doesn't a report match my invoice?

Reports use the settlement date, so a purchase made at the end of one month can appear in the next month's report.

Reports we can provide

• Each employee's balance for one allowance: the portal shows each user's total balance only, so ask us and we'll pull this for you.
• Month-end or year-end balance: there's no built-in closing statement yet. You can export the Employer Fund Statement and add up the entries to that date, or ask us for the figure.
• Anything else: contact us and tell us what you need. Some custom reports take a few days to prepare.