How Do You Generate Customer Transaction Reports?

How Do You Generate Customer Transaction Reports?

• Jul 22, 2025
• Knowledge

Information

Title

How Do You Generate Customer Transaction Reports?

Summary

There are 2 ways to generate a customer transaction report.

Method 1

Create a script that will iterate through the customers transactions and write them to a CSV file. This can be done in most programming languages. You will need at least your Dwolla Client ID, Secret Key and a Customer ID. The GitHub repository that has the full code for this example can be found here.

Follow the README to get the project setup. This first example takes place in reports.py.

The first step is to create an instance of a client object by using Dwolla’s Python SDK. From this client object, we can call a method to get a token object which we will use for all further requests.

Method 2

If you’d like the ability to create customer transactions reports without running scripts, create a web application. This can be useful to non-technical employees who wish to generate reports. The transactions reports repo has an example of both a script, and a web app.

To run the web application version, follow the steps in the README.

The web app example uses a React client, to interact with a flask API. It also shows an example on how filtering can be used in transaction reports as well. Filling out the form in the React client and submitting will return a CSV file that can be downloaded. The web app example also takes care of error handling!

Dwolla’s Developer Relations Engineer goes into much more detail in this blog post!

URL Name

How-Do-You-Generate-Customer-Transaction-Reports