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Revenue

Line Item Export for Clean, Filtered, and Actionable Data

WEngagifii’s Line Item Export empowers finance and operations teams with a reliable, high-performance tool for extracting granular transaction-level data across events, invoices, and financial records. Built for accuracy and flexibility, this feature enables users to define filters, select custom timeframes, reorder columns, and exclude irrelevant line items such as $0 transactions or failed payments. Whether you're preparing reconciliations, conducting audits, or populating your general ledger, the export process is streamlined, fast, and configured to match your reporting standards, all within just a few clicks.

Line Item Export

Set Filters and Customize Your Export (2)

Set Filters and Customize Your Export

Admins can easily configure what goes into a report before downloading. Choose your desired date range, move fields in and out of your selection list, and reorder columns to suit your layout.

Optional filters like “Exclude $0 Line Items” and “Exclude Failed Payments” help eliminate non-essential data for a cleaner export. This control allows you to tailor the report to match your organization's unique tracking and reporting needs.

 

Instant Excel Downloads with Two View Tabs (2)

Instant Excel Downloads with Two View Tabs

Once you finalize your selections, generate and download the report instantly. The export is delivered in Excel format, featuring two organized tabs: a Line Item View for granular transaction details and a Transaction View for summarized data. This structure ensures both detail-oriented and high-level users get what they need from a single file.

Analyze, Summarize, and Store with Excel Tools

Analyze, Summarize, and Store with Excel Tools

After downloading, the exported file can be further analyzed using Excel’s built-in tools. Finance teams can quickly build pivot tables to calculate totals by invoice type, credit notes, refunds, and more. These files can also be saved for historical records, shared with accounting teams, or imported into external systems like your general ledger. It’s an extremely versatile output that supports both strategic analysis and operational tracking.

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