Overview
Need to see all the transactions made on a particular Loop Card? You can filter and export these transactions right from the Transactions section in your Loop Dashboard.
This feature helps you track card-level activity, monitor spending, and download reports for accounting or audit purposes — all in just a few clicks.
Steps to Generate a Transaction Report for a Specific Card
Go to Transactions
From your Loop Dashboard, click Transactions → Cards.
Set your date range
Use the Date Range filter to choose the period you want to review.
Select your card
From the Product filter, select the specific card whose transactions you want to view.
The transaction list will update automatically to show only that card’s activity.
Export your report
Click Export and choose your preferred format - CSV or Excel.
Save or share the file
Your file will download instantly. You can save it for your records or share it with your finance or accounting team.
Notes
Reports include all transaction details such as date, merchant, amount, and card used.
If you don’t see a card listed under the Product filter, confirm you have permission to view its transactions.
You can export reports for multiple cards by leaving the Product filter unselected.
FAQs
Can I download transactions for multiple cards at once?
Yes. If you don’t select a specific card, your report will include transactions for all cards.
Can I schedule automatic transaction reports?
Not yet — reports must be generated manually, but automated exports are planned for a future release.
What’s the difference between CSV and Excel exports?
Both contain the same data. Choose Excel if you prefer built-in formatting and filters.