You can download a range of reports for your Visa® Prepaid Card directly from your online dashboard, including monthly statements, transaction reports, and Card status reports. You can view reports for one cardholder at a time or, if you manage more than one Card, for all of the Cards you manage at once.
In this article, you'll learn which reports are available, how to find them, and how to open, download, or save them.
Before you begin
- Both access levels can download reports. Users with full access and users with read-only access can view and download reports and statements.
- Monthly statements are available on the 5th. The monthly statement for the previous month is available on the 5th of each month. For example, the statement for June activity is available on July 5th.
Reports for an individual cardholder
How to find them
- Sign in to your online dashboard. If you're not sure where to sign in, see How to Log In Online.
- Go to the cardholder's page:
- If you manage one Card, you'll land on the cardholder's Transactions tab when you sign in.
- If you manage more than one Card, you'll land on the All Clients page. Click the View link in the row of the cardholder whose reports you'd like to see.
- Click the Reports tab.
Available reports
You can choose from four types of reports:
- Transaction report: Lists all transactions on the Card for the time period you select.
- Blocked transactions report: Lists all blocked transactions on the Card for the time period you select.
- Monthly statement: Lists all transactions, funding, and fees for the month you select from the dropdown menu.
- Detailed Transaction Report: Includes the transaction details along with any notes, receipts, and qualified expense selections you've added to transactions. Unlike the other reports, this one is prepared by our team after you request it, and it typically arrives by email within 1–2 business days. To learn more, see Requesting a Detailed Transaction Report.
Reports for all the Cards you manage
How to find them
- Sign in to your online dashboard. If you manage more than one Card, you'll land on the All Clients page.
- Click the Reports tab on the All Clients page.
Available reports
You can choose from three types of reports:
- Card status report: Provides an overview of all the Cards you manage, including each Card's balance, funding information, and details of the latest transaction.
- All client statements by month: Creates a zip file with a PDF of each individual monthly statement for the Cards on your account. Each cardholder's PDF shows their transactions, funding, and fees. This doesn't combine your cardholders' information into one statement, but it's a faster way to download every individual statement at once.
- Transaction report for all cards: Lists all completed transactions for all of your cardholders in one report, including purchases, funding, and fees charged to the Card.
How to open, download, or save a report
These steps work the same way for every report on either Reports tab, except the Detailed Transaction Report, which our team sends to you by email.
- Select the date range or month you'd like the report to cover.
- Click Open to view the report in your web browser, or click Download as Spreadsheet to save it to your computer.
Spreadsheets are saved as .csv files. Microsoft Excel and Google Sheets will both open .csv files from True Link without losing any information, and you can save the file as .xlsx once it's on your computer if you prefer.
To save a report as a PDF, open the report in your browser, click File, and select Print. Then choose Save as PDF from the printer options.
If you have any questions about downloading reports, please don't hesitate to contact our Customer Support team.