How do I export reports from the dashboard?

You can download various reports directly from your CoinGate business dashboard.
The process is similar across all sections — only the content of each report differs.


How to export reports

  1. Open the page where you want to export data (for example, Orders, Refunds, or Transactions).
  2. Apply filters such as date range, status, or currency if needed.
  3. Click Export in the top-right corner.
  4. Confirm the export in the pop-up window.
  5. Your report will be downloaded as a CSV file or available under Previous exports.

💡 If you don’t see the export option, your user role may not allow it — exporting is available for Owner, Administrator, and Accountant roles.


Types of downloadable reports

Orders report

Found under Sales → Orders.
Includes details about all customer orders, such as:

  • Order ID and type
  • Amount paid and received
  • Payment method and currency
  • Order status (e.g., Paid, Expired, Invalid)

This report helps you track your incoming payments.


Refunds report

Found under Sales → Submitted refunds.
Shows information about refunds processed to customers:

  • Order and merchant IDs
  • Requested and refunded amounts
  • Status (Completed, Rejected, etc.)
  • Created and updated dates

Useful for reconciliation and refund tracking.


Transactions report

Found under Balance → Transactions.
Contains all balance movements on your CoinGate ledger, including:

  • Credits and debits
  • Fees and conversions
  • Related order IDs and notes

Ideal for accounting and internal bookkeeping.


Account statements and invoices

Account statements

Found under Balance → Statements.
These are monthly summaries of all activity on your account — deposits, withdrawals, transactions, and balances.
Statements become available on the first day of the following month and can be downloaded per month or as a “current statement.”

Service invoices

Found under Account settings → Invoices.
These are monthly invoices for CoinGate service fees (for example, transaction fees or settlement fees).
Invoices are generated on the 15th day of each month for the previous month.

Summary

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