How to Generate a Custom Transaction Report in Relay

You can generate a custom transaction report in Relay for any date range up to 366 days. Go to Settings > Account Statements for checking and savings, or Settings > Credit Statements for your Relay Visa® Credit Card, then select generate a custom report.

What you need before you start

A Relay checking account, savings account, or Relay Visa® Credit Card account.
The exact start and end dates you want the report to cover — up to 366 days.
A desktop browser. Custom reports are generated on the Relay web app.

What is a custom transaction report?

A custom transaction report is a file of the transactions you choose, over the dates you choose.

A statement is different: it is a fixed document covering one whole month for a checking or savings account, or one whole billing cycle for your Relay Visa® Credit Card. You cannot change the dates on a statement.

Use a custom report when the period you need does not line up with a month or a billing cycle — for example, a quarter, a fiscal year, or the three weeks before a specific purchase.

Should I use a custom report or a statement?

A custom report is not a statement. If you need something that looks like a bank statement — an opening and closing balance, or a formal document for a third party — download a standard statement instead.

Use a custom report when what you need is the transactions themselves, over dates you choose.

How do I generate a custom report for a checking or savings account?

Generate it from Settings > Account Statements, using the Generate a Custom Report link at the top of the page.

Sign in to your Relay account on the web.
Open Settings, then select Account Statements.
Select Generate a Custom Report in the line at the top of the page.
Enter a From date and a To date. Select the needed dates from the calendar drop-down.
Set the Accounts or Cards toggle to Accounts.
Open the drop-down and tick the accounts you want. It lists your active checking and savings accounts.
Choose your Format: PDF or CSV.
Select Export.

You can also reach the statements page from your accounts: open the account, select the three-dot menu, then select View Statements.

Can I run a report for a single card?

Yes! In the Generate Custom Report window, set the Accounts or Cards toggle to Cards, then tick the card(s) you want in the drop-down.

Which cards you see depends on which page you started from. From Settings > Account Statements, the drop-down lists the active cards on your checking and savings accounts. From Settings > Credit Statements, it lists the cards on your Relay Visa® Credit Card account.

Everything else is straightforward: set your From and To dates, choose a Format, then select Export.

How do I generate a custom report for my Relay Visa® Credit Card?

Generate it from Settings > Credit Statements, which is a separate page from your checking and savings statements page.

Sign in to your Relay account on the web.
Open Settings, then select Credit Statements.
Select Generate a Custom Report in the line at the top of the page.
Enter a From date and a To date, up to a maximum 366 days apart.
Open the Cards drop-down and tick the cards you want to include. Cards are the only option here, so there is no Accounts or Cards toggle on this page.
Choose your Format: PDF and/or CSV.
Select Export.

What is the maximum date range for a custom report?

A custom report covers a maximum of 366 days, so pick a From and To date no more than 366 days apart. If you require a longer period, you can split it into multiple reports — for example, January 1 to December 31 in one report and the remaining days in a second — keeping each inside the 366-day limit.

Can I generate a custom report in the Relay mobile app?

Custom reports are generated on the Relay web app, in a desktop browser. The Relay mobile app only downloads individual statements from inside each account.

Common issues

I need a customer report longer than 366 days. A custom report covers a maximum of 366 days. Split the period into two reports and keep each one inside the limit.
I can't find "Generate Custom Report". It is the link in the line of text at the top of Settings > Account Statements and Settings > Credit Statements, above the list of statements.
My credit card transactions aren't in the report. Account statements and credit statements are two separate pages. Generate credit card reports from Settings > Credit statements.
I need a specific month, not a range. Download the monthly statement instead — see How to Download or Email Bank Statements From Relay.

Talk to our Customer Experience team

If this article did not fully answer your question, our Customer Experience team is here to help.