Export a Report

How to export a Report as a CSV

Occasionally, you may find it helpful to obtain a report for a presentation or for integrating to an Enterprise Resource Planning (ERP) system. This guide outlines the steps you need to take to export a report as a CSV.


Reporting Timezones

Within the Modern Treasury App, your reporting will reflect in local time, but all CSV exports will reflect in Coordinated Universal Time (UTC).

To export a Report

  1. Log into Modern Treasury
  2. Navigate to the Reporting section from the left sidebar
  3. Select the report you wish to export
  4. Click Export CSV, and a notification should appear at the top of the page stating "Your CSV export is being processed and will arrive in your email shortly"
  5. Within a few minutes, you will receive an email from Modern Treasury where you can download the export to your computer

Frequently Asked Questions

Do exports expire?

A report export will be available for download indefinitely.

Are the exports dynamic?

The data included in the download link will remain static from the time the export was created.