Create and Save an Export Template

1. Access the Export Screen by selectingTransaction History Export.
2. Use the Saved Export Templates drop down and select New Export Template.
3. Use the Export As drop down to select the format you want to export the data into. You can choose Excel, CSV, or Xml.
4. Use the Include drop down to select whether you want your export to include open, closed, or all transactions.
5. 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.
6. To export a specific date range, enter the values in the From Date and To Date fields.
7. Select a field to export from the Available Export Fields box.
8. Click the > button to include or the < button to exclude the selected fields.

9. Use the Sort By box to sort your results. You can sort by 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 on the export. For example, you can sort the export by customer name.
2. For each field selected in the Sort By box, you can specify if you want the export to present the data ascending or descending.
10. Click the Save Export Definition button and continue with step 12.

If you are not sure you want to save the template yet, continue with step 11.

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

A system response will pop up stating "Do you want to save this as a template?"

12. Click Yes. If you click No, the template will not be saved.
13. Type in a name for your new template.
14. Click OK.