Generate an Export of Transactions

1. Access the Export Screen. Accounts Receivable Store Homepage Transaction History Export
2. Use the drop down boxes at the top of the screen to personalize your search. Tell me how...

1. Use the Saved Export Templates drop down to select a new export template, major template, or a previously saved template.
2. Use the Export As drop down to select the format you want to export the data into. You can choose Excel, CSV, and Xml.
3. Use the Include drop down to select whether you want your export to include open, closed, or all transactions.
4. Use the Result Type drop down to choose what type of results you want to export. You can select a summary or a detailed export.
5. Use the From Date and To Date fields to include data from a range of dates.

3. Select the data you want to export from the Available Export Fields box.
4. Click the > button to include or the < button to exclude the selected fields.
5. Use the Sort By box to sort your results. You can sort using up to 8 of the fields. Tell me how...

1. Use the field drop downs to choose the order the data will be sorted in the export. For example, you can sort by customer name.
2. For each field selected in the Sort By box, you can specify if you want the export to represent the data ascending or descending.

6. Click View Export Result to show results at the bottom of the form in a scrollable grid.

If you have made any changes to the Template and you would like to save it, click Save Export Definition.

7. Scroll down to click Export Result to Selected Format. The information is displayed in the selected format.