Custom reports

To control what data is included in the report, you use a report template. The template determines which transactions are included and what information (columns) will appear in the report.Creating a report template

? Creating a Report Template

1. Log in to your Mondido account.

2. In the left-hand menu, click “Reports.”

Here, you can view your existing templates or create a new one.

To create a new template:

1. Enter a name in the “Template name” field.

2. Click “GO.”

If you already have templates, you can:

• Edit them by clicking the pencil icon ✏️

• Delete them using the trash can ?

? Customizing Columns

Each gray box labeled “Column” represents one parameter that will become a column in your report.

• Add new columns by clicking the plus sign (+).

• Change column order by dragging and dropping.

• Delete a column by clicking the X in the top-right corner of the column box.

Each column pulls data from a dropdown menu of available transaction parameters. These match the fields you see in your transaction list.

? Here’s a guide on how to fetch data from the transaction object

When you're done, click “Save template” to store your custom template.

Each gray box titled "Column" represents a parameter that will become a column in the report. You can add more columns by pressing the plus sign button. The order of the columns can be changed by dragging and dropping them. To delete a column, press the x in the top right corner of the column box.

Parameters can be selected from a dropdown list. You can find these in the data of transactions from the transaction list.

Here's a guide on how to fetch data from the transaction object

Press "Save template" to save the template.

? Example Report

To help you get started, we’ve included an example template and its resulting report:

? Exporting Reports

Now that you have a template, here’s how to generate a report file:

1. Go to the “Export reports” tab.

You should now see a report configuration page. Fill in the following:

• A. Time Interval: Choose the date range for transactions to include.

• B. Time Zone: Set the time zone for the selected interval.

• C. Report Template: Select which template to use (see above).

• D. File Format: Choose output format (default is .XLS).

• E. Filters (optional): Add conditions to narrow down the data (see below).

• F. Preview: View a sample of the report based on current selections.

• G. Export: Click “Export” to generate and download the report.

? Filters

Filters help you include only specific transactions in your report.

• Click “Add filter option” to create a new filter.

• You can add multiple filters.

• To remove a filter, click the red button next to it.

Use the dropdown to select a filter field, or type to search for options.

Common Filter Options

• transaction.status – Filter by status (e.g., only “approved” transactions).

• transaction.test – Include only test transactions (check box) or only live ones (uncheck).

• transaction.transaction_type – Filter by payment method (e.g., “swish”).

• transaction.currency – Filter by currency (e.g., “eur”).

Once your filters are set, click “Apply” to activate them.

Click “Reset” to clear all filters.

You can click on the dropdown menu to see a selection of data to filter on. Alternatively, type in the dropdown menu to search for data options.

Some useful filter options:

Press "Apply" to apply the filters.

The "Reset" button will remove all filters.