---
title: View/Export Settlement Report
description: Easily access and export your settlement reports to reconcile daily transactions and deposits. This guide will help you navigate the process quickly and easily.
---

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# View/Export Settlement Report

## Easily access and export your settlement reports to reconcile daily transactions and deposits. This guide will help you navigate the process quickly and easily.

Stay informed about your financial transactions with our easy-to-use settlement report feature. This guide will walk you through the steps to view and export these reports for better financial management and reconciliation.

**NOTE**: This feature is only available with certain processors. Please contact our support team for more information.

 

1\. On the **Home **page, click the **RECEIVE **card.

![](https://lh6.googleusercontent.com/Wyh30CfOedgyEEI5HftwEG1x9V_IKsjswNIfsNGFVmCGlaxObue_54oWhWI0cdryzbDu4k6NGFFLqdEEUPhlF6leDvF5W0zlIJJ7_UJkAOuwmTYHgV1rbN0Un5fZPKELqlA4WPqT)

2\. In the **Receive Payments** menu, click on **Receivables History**.

![Screenshot 2024-08-22 141114](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-08-22%20141114.png?width=519&height=315&name=Screenshot%202024-08-22%20141114.png)

3\. In the receivables history, click on the **Reporting icon** on the complete right of the menu bar.

![Screenshot 2024-08-22 141323](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-08-22%20141323.png?width=688&height=144&name=Screenshot%202024-08-22%20141323.png)

4\. Next, select the **Calendar icon** on the left to select a date range for the transaction followed by the **Download **button. Once selected, an automated email will be sent to you with the settlement report attached in CSV format.

![Screenshot 2024-08-22 141821](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-08-22%20141821.png?width=688&height=122&name=Screenshot%202024-08-22%20141821.png)

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