## 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](https://developers.dwolla.com/sdks-tools). 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](https://github.com/Dwolla/transaction-reports).

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](https://github.com/Dwolla/dwolla-v2-python). 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