Transaction export

Use the Transaction Export to run the export process for activity transaction records.

 

    1. Go to Reports > Financial Reports > Transaction Export.

    2. If you want to filter the export by an existing list of your customers, select the Custom List that you want to use from the Custom Lists section.

    3. In the General section, specify the Activities, Transaction Sites, Transaction Dates/Times, and/or any other details that you want to use to filter the report, if necessary.

    4. In the Options section:

      1. Select the Export Template that you want to use for the export.

      2. To export only records that have been added or modified since a specific date/time, enter the date and/or time in the Added or Modified Since box.

      3. Select the Output Type for the report.

      4. Select any other necessary information that you want to include in the report.

    5. Click Submit.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Return to Financial reports