Overview
Custodia allows administrators and finance users to view all company cards and generate custom exports based on specific criteria. This is especially useful when you need to analyze card creation trends, review active versus terminated cards, or provide reporting to finance or compliance teams.
This guide walks you through creating a card export, using card creation date as an example. The same process can be used to export any available card attribute.
Step-by-Step: Creating a Card Export
1. Navigate to the Cards Screen
- Log in to the Custodia web application.
- From the top menu, Navigate to: Finance & Accounting → Cards → Cards
This will open the main Cards management screen.
2. Filter the Cards You Want to Export
At the top of the screen, choose the relevant card status filter:
- Active
- Locked
- Terminated
- New / Inactive
- All
Select the filter that matches the dataset you want to export.
3. Create a New Export
On the right side of the screen, click the three dots menu.
- Select: Export To → New
A new export configuration window will open.
At the top of the screen, you will see a default export name that includes a timestamp. Rename this to something meaningful so you can easily reuse it later.
4. Select the Fields for Your Export
On the left side of the screen, you will see a list of available fields.
- Fields on the left are optional.
- Drag fields to the right to include them in your export
Custodia provides a wide range of card attributes
- If you want to analyze card creation timing, drag createdOn to the right panel.
- You can adjust the date filter using the dropdown on the far right of the selected field to narrow results to a specific timeframe.
- Select all additional fields that are relevant to your reporting needs.
5. Generate the Export
Once your fields are selected:
- Click Export
A CSV file will automatically download to your computer.
You can open this file in Excel, Google Sheets, or your reporting tool of choice for further analysis.