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