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How can I export a list of my current Centtrip cards to review?

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  1. Sign into your account and scroll down to the 'CARD BALANCES' section at the bottom of your dashboard.

  2. Cick the person icon at the top (next to FIRST NAME) to instantly select all cards.

  3. Click the 'EXPORT XLS' button

  4. Enter a date range. To include all cards, we recommend entering the date the account was opened to present day.

  5. Then EXPORT EXCEL. Your report will download automatically to your browser.

  6. The 'Summary' tab will show all the cards issued within your date range, along with their Cardholder ID and current balances. You can delve into expenditure for each card by switching between the other tabs.

Related questions

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