Exporting Information From the System
In this video, you'll learn how to create and download reports and files containing balance and transaction information in various file formats.
Let's start by selecting "Download" from the Reporting menu. To create a new export file, click the "Export" link. An Export Data window is displayed.
Start by selecting an Export Type from the dropdown. For our example, we'll select "CSV".
The filename defaults to a system-generated name, but it's editable so you can provide a more meaningful file name.
Based on the Export Type selected, there may be additional criteria to select. For example, when exporting in "CSV" format, you'll also choose what to include in the "Output Content" and whether to include or exclude header values in the file.
For our example, we want balances and transactions and a header row.
Select a date or date range of the balances and transactions to be included in the output file.
Again, based on your Export Type selection, there may be optional fields to help further define the search criteria. Leaving any of these fields blank will include all available options for that field.
Once you've selected your criteria, click the "Create Export" button to create your output file.
The download list view will show the export requested
Once the output file has been successfully created, the status of the export will change from "In Progress" to "Complete".
Once complete, select "Download" from the actions menu to download the output file. Depending on your browser setting, either you'll be prompted to provide a location for the downloaded file, or the file may appear at the bottom of your browser window.
Thank you for watching this video where we reviewed how to export data from the system.