This feature is only available to our Smart, Premium, Essential, Business, and Enterprise customers.
Custom exports allow you to customize your export with the data that fits your business needs. You can also save this custom export as a template for future exports, saving you critical time. All of your custom export templates will be available when selecting “Export Transactions” in the History section.
How do you create a custom export template?
To create a custom export template, go to the Transactions section of the Qonto app on Desktop. From there, click on Export Transactions and then on Create export template. Here, you will be able to name your template, select the format you prefer (Excel or CSV), and choose the columns you need to display.
💡 Tips: For the CSV format, you can also choose between a semicolon and a comma separator.
👉 For more information about what do the fields of the ‘full Export (CSV format)’ mean, click here.
Don’t forget to click on Create template to save your custom template. Your template will appear on your export page, under Export type. Don’t forget: Your export template will be available to all members within your organization.
How do you customize your template?
In Columns, choose the data you want to have in your export template. By default, 3 columns are proposed: settlement date (UTC), Counterparty name and Total amount (incl. VAT). In addition to these, you can select from an extensive list of other columns to apply. Save time by searching for the columns you really need. Rearrange your columns by using the drag-and-drop option. If you don’t need a column, simply remove it by clicking on the trash icon.
👉 Good to know: Some columns are unavailable for Managers with limited permissions because they display information to which they do not have access. Contact your Admin or Owner to update your permissions, if needed.
As a final step, you will have the option to include in your template the declined, canceled, and reverted transactions. By default only executed and processing transactions will be included in your template.
How do you use a custom export template?
Filter in Transactions the transactions you want to export. Discover how to do so in 👉 this article.
Click on Export transactions and then choose the custom export template you want to use. Discover how to do so in 👉 this article.
How do I edit or delete a custom export template?
On the export page, click on the pencil that appears in the top right-hand corner of the export template that you want to edit. To delete a template, simply click on the trash icon.
👉 Good to know: The export types proposed by default can’t be modified or deleted.