---
title: "Reports and exports - NexPay"
description: "Export your payments, payers, and students to a spreadsheet, and download your commissions month by month — for accounting, reconciliation, and your own records."
lastModified: "2026-06-02"
lang: "en"
url: https://nexpay.com.au/training/team-and-account/reports-and-exports
---
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# Reports and exports - NexPay

## At a glance

- **Intended for:** Admins, agents & schools
- **Reading time:** 4 minutes
- **Last updated:** 1st June 2026

**TL;DR:** The Reports page lets you export your payments, payers, or students to a CSV spreadsheet. Choose what to export and any filters, and NexPay prepares it in the background — you'll be emailed when it's ready to download, and you can watch its status (Queued, Preparing, Ready, Failed). Commissions have their own export: on the Commissions page you can download a CSV for a chosen month. Reports is a staff feature.

{/* New article documenting the verified Reports + commissions CSV export features */}

## Getting your data out for the books

At some point someone in finance asks for "all the payments this quarter" or "our commissions for May" in a spreadsheet. NexPay has two ways to hand that over: the **Reports** page for payments, payers, and students, and a dedicated **commissions export** on the Commissions page. This article covers both, so you know exactly which to reach for.

> **For finance and admin:** Reports is built for reconciliation and accounting. If you close the books monthly, the commissions export and a dated payments report together cover most of what you'll need.

## The Reports page

Open **Reports** from the "Others" menu. It's where you turn your activity into a downloadable spreadsheet.

To create one, choose **New report**, then pick **what to export**:

- **Payments** — your payment activity
- **Payers** — the people and companies who send funds
- **Students** — your student records

You can apply **filters** so the export contains just what you need — for example, narrowing payments by purpose (tuition, refund, payroll, and the like), or payers by type (individual or business). Set these when you create the report.

Once you submit, NexPay prepares the file in the background — you don't have to wait on the page. The report moves through a few statuses:

- **Queued** — lined up to start
- **Preparing** — being put together now
- **Ready** — done; download it
- **Failed** — something went wrong; try again

You'll be **emailed when it's ready**, and you can come back to the Reports page to download it. The file is a **CSV** — a spreadsheet you can open in Excel, Google Sheets, or your accounting software.

> **Quick tip:** Set the filters before you submit rather than exporting everything and trimming it afterwards. A focused report — say, tuition payments for a date range — is far quicker to reconcile than a giant export you have to cut down.

## Exporting your commissions

Commissions have their **own** export, separate from the Reports page. On the **Commissions** page, use the export control to download a **CSV for a specific month** — step back and forward through the months and download each one you need.

This is the fastest route when accounting asks for "the commissions for [month]." It's a clean, month-by-month CSV rather than something you assemble from the Reports page.

> **Worth knowing:** Because commissions export per month, monthly reconciliation is straightforward — grab each month's CSV as you close it. For the broader picture of how commissions accrue and get withdrawn, see [understanding commissions](/training/commissions-and-settlements/understanding-commissions.md).

## What about settlements?

If you're a school or provider reconciling money settled to you, the **Settlements** page is where you download each settlement's receipt and remittance advice. That's covered in [settlements](/training/commissions-and-settlements/settlements.md) — it's the recipient-side counterpart to the exports here.

## A note on automated exports

If you'd rather not download files by hand each month, the data behind these reports is also reachable programmatically through NexPay's API and no-code integrations — handy for piping payments straight into your accounting system. See [API keys and integrations](/training/team-and-account/api-keys-and-integrations.md) for the options.

## Your next step

- **Reconciling commissions?** See [understanding commissions](/training/commissions-and-settlements/understanding-commissions.md).
- **A school reconciling settlements?** See [settlements](/training/commissions-and-settlements/settlements.md).
- **Want to automate exports?** Read [API keys and integrations](/training/team-and-account/api-keys-and-integrations.md).
- **Can't see Reports?** Read [roles and what you can see](/training/getting-started/roles-and-what-you-can-see.md).

## Checkpoint

After reading this, you should be able to:

- Create a report to export payments, payers, or students as a CSV
- Apply filters so a report contains just what you need
- Follow a report's status from Queued to Ready and download it when emailed
- Export your commissions as a CSV month by month from the Commissions page
- Know where settlements are downloaded and that automated export is possible via the API

## Frequently asked questions

### What can I export?

From the Reports page you can export your payments, your payers, or your students, each as a CSV spreadsheet. Commissions are exported separately from the Commissions page, where you can download a CSV for a specific month. There isn't a single combined export — you choose the one you need.

### What format are exports in?

CSV (a spreadsheet file you can open in Excel, Google Sheets, or your accounting tool). The Reports page describes it as "a spreadsheet you can download." Commissions export the same way, as a CSV per month.

### How do I create a report?

Open Reports (under the "Others" menu), choose New report, pick what to export and any filters, and submit. NexPay prepares it in the background. The status moves through Queued, Preparing, then Ready, and you'll be emailed when it's ready to download. If something goes wrong it shows Failed and you can try again.

### Can I filter what's in a report?

Yes, to a degree — for example, payments can be narrowed by purpose (tuition, refund, payroll, and so on) and payers by type (individual or business). Choose the filters when you set up the report so the export contains just what you need.

### How do I export my commissions for accounting?

Go to the Commissions page and use the export control to download a CSV for the month you want — step back and forward through months and download each. This is separate from the Reports page and is the quickest way to get a month's commission detail for reconciliation.

### Why can't I see the Reports page?

Reports is a staff feature, so it's hidden from students and from anyone whose role or organisation doesn't include it. If you expect it and it's missing, it's an access setting — ask your admin or contact the support team. See roles and what you can see.

## More on NexPay

**Platform**

- [For students & parents](/for-students-and-parents.md)
- [For ed. agents](/for-education-agents.md)
- [For universities](/for-universities.md)
- [For schools](/for-schools.md)
- [For accommodation](/for-accommodation.md)
- [AI automation](/payments-ai-automation.md)
- [Pricing](/pricing.md)

**Help & resources**

- [Training](/training.md)
- [Contact](/contact-us.md)
- [Developers](/api.md)
- [Zapier integration](/zapier.md)
- [Claude & ChatGPT](/mcp.md) — Claude & ChatGPT integration

**Company**

- [About](/about.md) — About NexPay
- [Jobs](/about.md#jobs)
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## NexPay

NexPay Pty Ltd (ABN 56 153 910 984) holds Australian Financial Services Licence No. 560782 and is authorised to provide non-cash payment services to retail and wholesale clients in Australia.

- **Address:** Level 12, 64 York St, Sydney NSW 2000, Australia
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