PayStar Export Reports: CSV/XLSX Exports, Reconciliation

How to download exports and use them for business control

The Export reports section is PayStar’s export “hub”: it collects all export files generated from the dashboard (typically CSV / XLSX). For each export, you can see who started it, when, the report type, file size, and the readiness status.

1) Why this matters for the business

Exports help you quickly move data from PayStar to external teams and systems without losing control.

Typical business use cases:

Finance / Accounting: reconciliation, fees, reporting, period closing.

Head of Payments / Ops: monitoring conversion and provider quality, detecting “drops”.

Support: exporting transaction lists for investigations and disputes.

Compliance / Audit: operational evidence and access control.

2) BI instead of manual exports

If you need recurring analytics without manually downloading files, you can request a BI integration (for example, Power BI / Tableau / Looker / Metabase).

Typically, we align on:

which entities/reports you need (Deposits / Withdrawals / Transactions / Summary / Settlement, etc.);

refresh frequency;

delivery format/channel (for example, scheduled exports or access via API/connector — by agreement);

access permissions and security requirements.

3) How exporting works: the “3-step” flow

You start an export from the required section (for example, Deposits / Withdrawals / Transactions / Summary, etc.).

The file is generated in the background (no need to wait on the page).

You open Export reports, check the status, and download the ready file.

4) Filters and finding the right file

To quickly find an export, use filters:

Created — creation period (Today / Yesterday / Last 7 days / Last 30 days / This month / Last month).

User — who initiated the export.

Type — report type (for example, Deposit full / Transaction merch / Reconciliation log, etc.).

Clear Filters — reset filters if you “lost” the file.

5) Export statuses: how to understand “what’s happening”

In the Status column you typically see:

Progress — the file is still being generated.

XLSX/CSV (link/button) — the file is ready to download.

If an export fails, the status may show an error (depending on configuration/permissions). In that case, narrowing the date range and regenerating the export often helps.

6) Which export types to choose for a task

A practical cheat sheet:

Summary / Summary merchant — quick management views (KPIs, trends, tracking “drops”).

Deposit / Withdrawal — control inbound/outbound money flows and statuses.

Transactions — detailed operations (analytics, support, investigations).

Settlement — settlements and period closing (if you use settlements).

Reconciliation — matching against PSP/bank reports (if the module is enabled).

7) “full” vs “merch”: what’s the difference?

Typically:

full — an extended export with more fields (best for internal analytics and reconciliation).

merch — a lighter export (usually fewer technical fields, easier for merchants/clients).

8) Reconciling with a PSP/bank (quick scenario)

A typical process:

export the period from PayStar (Deposit / Withdrawal / Settlement / Transactions);

match it with the PSP/bank report using keys: order id / gateway order id / amount / currency / status / date;

identify mismatches: missing / duplicate / amount mismatch / status mismatch;

send the list for investigation and close the period.

9) Security: how to handle export files

Exports often contain sensitive data. Recommended:

share files only when necessary and with a limited audience;

use secure channels / passwords / temporary links;

when possible, share merch versions with external recipients.

10) FAQ

Where do I download the generated file?

Open Export reports, find the required row, and click XLSX/CSV in the Status column.

Why does an export stay in Progress for a long time?

Usually due to a large date range or data volume (especially full exports). Try:

reducing the range in Created;

narrowing Type;

regenerating the export after adjusting filters.

Why can’t I find my file?

Most often filters are the reason (Created/User/Type). Click Clear Filters and set a wider date range.

The file downloaded but has few rows or is empty — why?

Common reasons:

there is actually no data for the selected filters;

the wrong type was selected (for example, merch instead of full);

permission limits (some data is not available for your role).

Can we connect BI so we don’t have to download files manually?

Yes — you can request a BI integration. Typically we align on entities, refresh frequency, delivery channel, and security requirements.

Export reports

How to download exports and use them for business control#

1) Why this matters for the business#

2) BI instead of manual exports#

3) How exporting works: the “3-step” flow#

4) Filters and finding the right file#

5) Export statuses: how to understand “what’s happening”#

6) Which export types to choose for a task#

7) “full” vs “merch”: what’s the difference?#

8) Reconciling with a PSP/bank (quick scenario)#

9) Security: how to handle export files#

10) FAQ#

Where do I download the generated file?#

Why does an export stay in Progress for a long time?#

Why can’t I find my file?#

The file downloaded but has few rows or is empty — why?#

Can we connect BI so we don’t have to download files manually?#