Export Data allows you to download transaction records from the Brick Dashboard for reporting, reconciliation, and operational review purposes.
Overview
Use Export Data when you need detailed transaction records in a downloadable format.
This feature is commonly used for:
- Finance reconciliation
- Monthly reporting
- Internal transaction review
- Matching Brick records with internal systems
- Audit preparation
How to Export Data
- Log in to the Brick Dashboard.
- Open the Transaction List page.
- Select the transaction category you want to review.
- Apply filters if needed:
- Transaction type
- Date range
- Status
- Reference ID
- Click Export Data.
- Download the generated file.
Common Use Cases
| Use Case | Description |
|---|---|
| Monthly reporting | Export transactions for a selected reporting period |
| Reconciliation | Match Brick transaction records with internal finance records |
| Audit support | Store exported transaction data for documentation |
| Transaction investigation | Export filtered transaction records for review |
Notes
- Exported data follows the selected filters and date range.
- Large exports may require additional processing time.
- Make sure your selected reporting period is correct before exporting.
Related Pages
- Transaction List Overview
- Transaction History and Ledger API
- Ledger API Reference