Occasionally, you may find it helpful to download a report for presentation purposes or to upload it into an ERP. This guide outlines the steps you need to take to export a report as a CSV.
Note: 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
- Login to Modern Treasury
- View as the associated Organization
- Head to Reporting
- Select the report you wish to export
- 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"
- 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.