Downloading A Transaction Report
- Select the 'Transaction' option on the navigation bar to the left.
- Click the 'Filter Transactions' toggle.
- After clicking, you will see 'Date' and 'Amount' filters on the left.
- You can click on 'Add Filters' on the right hand side to add any filters from this drop down menu that will appear.
- Fill out all filters as desired, and then click 'Apply Filters' as shown in the previous picture.
- Once you have applied the filters, you will then go up to the top right-hand side and click 'Export List' which will download a .csv file of the current transaction list.
**Depending on the browser you are using the notification for the download may be at the bottom of the page (Chrome, Internet Explorer), or in a popup window (Internet Explorer) or possibly in the navigation bar (Firefox). - Open the transaction spread sheet. (note: You may need excel, google docs, or open office calc)
- You can then manipulate your data if needed to display the desired results.