# Export

To export transactions, navigate to **Payments > Transactions** and click on "Export".

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FOePxzrFis24eRgdWayyC%2Fimage.png?alt=media&#x26;token=cb007871-fd97-4959-95ae-fbc2bb02263b" alt=""><figcaption><p>Exporting transactions from Payrexx into a CSV or Excel file.</p></figcaption></figure></div>

## Capturing And Utilizing Export Profiles

In the next step, select the desired export profile. An export profile defines which information should be exported and arranged in columns in the CSV or Excel file.

1. All columns: If you choose the "All columns" profile, all available information about the transactions will be exported.
2. Add profile: If you click on "Add profile", you can choose which information to export. You can save these settings in a specific profile to easily reuse them for future exports.
3. You can find your existing, self-created profiles in the list. To export according to the definitions from a specific profile, simply click on the respective profile

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2Fm3MGSJLu21aBg3L42XN8%2Fimage.png?alt=media&#x26;token=ec46237f-6a81-469f-8c19-703c64874f17" alt="" width="527"><figcaption><p>Configuration options for a transaction export from Payrexx</p></figcaption></figure></div>

## Email with download link

As soon as the export file is ready, you will receive an email from Payrexx with a link to download the file.

The file will be sent to the email address of the currently logged-in user. To learn how to send the export to a different email address, please refer to the [next section](#send-export-to-an-alternative-email-address).

{% hint style="info" %}
Please note that this process may take up to an hour depending on the volume of data (in some cases even longer).
{% endhint %}

### Send Export to an Alternative Email Address

If you do not wish to have the export sent to the email address associated with your user account, but instead to an alternative email address, please proceed as follows:

1. Navigate to **Payments > Transactions**.
2. Apply the desired filters.
3. Click on "Export".
4. Check the box, enter any email address of your choice, and click the green button:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FkRHoOF4JOqmhw5mZ6cf7%2Fimage.png?alt=media&#x26;token=9b5b713e-b4c8-4f08-94d5-b98b149d5c3e" alt="" width="504"><figcaption><p>Sending the transaction export to an alternative email address</p></figcaption></figure></div>

## Opening Transaction Exports

The export files can be opened in Excel or Google Sheets. If you experience display issues when opening the file in Google Sheets (e.g. incorrect number formatting), please proceed as follows:

1. Create a new, blank spreadsheet in Google Sheets.
2. Click on **File > Settings**.
3. In the "Locale" field, select "Switzerland".
4. Click on "Save and reload".
5. Then click on **File > Import** and select the desired file.

## Custom Exports Thanks to Filtering Function

During an export, the transactions that are visible on the screen are exported. By default, this includes all transactions.

To limit the export to specific transactions, Payrexx offers various filters that you can display by clicking on <img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FZAPk1iPAxBGebvmnkw6N%2Fimage.png?alt=media&#x26;token=b4ef4a48-9c5f-4511-a212-5437714dcf6d" alt="" data-size="line">:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FlfykBDCyQVP4Uu84e859%2Fimage.png?alt=media&#x26;token=a14a306c-ac68-4dfe-945f-7bc2e1ae18cb" alt="" width="563"><figcaption><p>Setting filters to prepare for transaction export from Payrexx</p></figcaption></figure></div>

1. **Status:** Displays only payments with the selected [payment status](https://docs.payrexx.com/merchant/english/payment/payment-status)
2. **Currency:** Displays only payments in the selected currency
3. **Type:** Shows payments made online (e-commerce), via the physical card reader ([POS terminal](https://docs.payrexx.com/merchant/english/pos)), or through [Tap to Pay](https://docs.payrexx.com/merchant/english/taptopay)
4. **Payment method:** Displays only payments of a specific payment method (e.g., [Visa](https://docs.payrexx.com/merchant/english/payment-provider/payrexx-pay/payment-methods/visa), [TWINT](https://docs.payrexx.com/merchant/english/payment-provider/payrexx-pay/payment-methods/twint), or [PostFinance Pay](https://docs.payrexx.com/merchant/english/payment-provider/payrexx-pay/payment-methods/postfinance-pay))
5. **Payment service provider:** Displays only payments from a specific payment provider (e.g., [Payrexx Pay Plus](https://docs.payrexx.com/merchant/english/payment-provider/payrexx-pay) or [PayPal](https://docs.payrexx.com/merchant/english/payment-provider/external-payment-provider/wallets-and-more/paypal))
6. **Date from:** Shows only payments from the selected date
7. **Date to:** Shows only payments up to and including the selected date
8. **Pages:** Displays only payments generated through a specific shop in the [Pages](https://docs.payrexx.com/merchant/english/account/tools/pages) tool
9. **QR Code:** Displays only payments made via a specific [QR code](https://docs.payrexx.com/merchant/english/account/tools/qr-pay)
10. **Donation:** Displays only payments generated through a specific [donation](https://docs.payrexx.com/merchant/english/account/tools/donation) campaign
11. **Coupon code:** Displays only payments with a specific [discount code](https://docs.payrexx.com/merchant/english/account/tools/discount-code)
12. **Mode:** Shows either live or [test](https://docs.payrexx.com/merchant/english/payment/testing) payments
13. **Product:** Search for a specific [product](https://docs.payrexx.com/merchant/english/account/tools/pages/discount-code) from your [Pages](https://docs.payrexx.com/merchant/english/account/tools/pages) shop to display only payments for the selected product

Once you have set the filters, click the green "Apply filter" button to update the transaction list accordingly.