CAS Report

Overview

CAS stands for Consolidated Account Statement. Our customers can get this report by going to the Reports section. Below are some pointers related to the CAS Report -

  • CAS Report supports three formats -
    • CSV
    • XLSX
    • JSON
  • It supports a date range for a maximum of 180 days only
  • CAS Report can be sent to a maximum of three email IDs

How to download CAS Report

  • Log in to the Dashboard
  • Navigate to Reports -> CAS Report
  • Select the report format
    • CSV
    • XLSX
    • JSON
  • Select the date range
    • From Date
    • To Date
  • Select the Bank Provider from the applicable dropdown list
  • Enter the email IDs to send the report
  • Click on the Generate Report button
  • A success message will be displayed
  • The report will be delivered shortly to the email IDs