Beneficiaries Report

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Important Note

• All reports are available for a maximum of 365 days from the present date
• All reports support a maximum of 3 email IDs as recipients
• All reports support three formats - CSV, XLSX, and JSON

Dashboard Endpoints

Overview

A beneficiary is the person you're sending money to - also known as a recipient. A beneficiary can be a person or a business entity. Our customers can get this report by going to the Reports section.

How to download the Beneficiaries Report

• Log in to the Dashboard
• Navigate to Reports -> Generate Reports
• Select Beneficiaries from the applicable dropdown list in Report Type
• Select the report format
  • CSV
  • XLSX
  • JSON
• Select the date range
  • From Date
  • To Date
• Note: Provider Selection does not apply to the Beneficiaries report
• Enter the email IDs to send the report
• Click on the Generate Report button
• A success message will be displayed
• The recipients will receive the report download link shortly to the email IDs