For business owners, clear visibility of your sales performance is critical. Accurate records help you track growth, reconcile payments, manage inventory, and make informed business decisions.

That’s why Credit Direct Checkout has introduced a new feature on the Merchant Portal: Downloadable Transaction Reports.

With this update, you can now download detailed transaction data directly from the portal, putting the right information in your hands whenever you need it.

All You Need To Know About Downloadable Reports

Merchants can now export transaction reports in different document formats. This flexibility means you can analyze your data in the way that best suits your business.

Key highlights of the feature:

• Multiple formats: Choose between CSV, PDF, or Excel.

• Custom date range: Generate reports for the specific time period you need.

• Real-time status tracking: Reports move from "Queued" to "Completed" once they are ready for download.

• Shared visibility: A new Reports menu shows all downloads by any staff on your account, avoiding duplication.

• Detailed insights: Each report includes Transaction Reference, Product Details, Loan Amount, Transaction Date, Disbursed Date, and Session ID (for new transactions).

Why This Matters for Your Business

• Save Time: No need to wait on manual support requests for your transaction history. Get what you need instantly.

• Improve Reconciliation: Export reports to quickly confirm disbursements and repayments.

• Financial Planning: Use data insights to identify sales trends, monitor loan volumes, and forecast growth.

• Team Efficiency: Staff can easily access the same reports, ensuring transparency across your team.

Use Cases For This Feature

1. Daily Sales Reconciliation: Quickly export reports to confirm that all transactions from the day were processed correctly.

2. Monthly Performance Review: Generate monthly reports to analyze which products are performing best.

3. Audit Preparation: Provide clean, exportable reports during audits or compliance checks.

4. Cash Flow Management: Use transaction data to forecast incoming payments and manage working capital.

How to Use Downloadable Reports

1. Log in to your Merchant Portal and navigate to Transactions.

2. Apply the date range filter for the period you want to review.

3. Click Export and select your preferred format (CSV, PDF, or Excel).

4. Go to the Report tab to track progress. Once marked as "Completed," download your report.

Conclusion

With Exportable Transaction Reports, you now have greater control and visibility over your business data. This feature is designed to help you save time, improve financial management, and grow with confidence.

Next Step: Log in to the Merchant Portal today, try out the new export feature, and see how easy it is to take control of your sales data with Credit Direct Checkout.

If you’ve not signed up for Credit Direct Checkout as a business owner, Join 1000+ merchants and enjoy boosted sales with a trusted Buy Now, Pay Later solution offering up to ₦1 million in credit.

Click here to learn more about Credit Direct Checkout for Businesses and get started.

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