Export Transaction Viewer data

Export the report details using the export icons at the top of the page.

  • Click Export to CSV to generate a file in CSV format.
    • A message displays indicating that the export was successful.
    • Use the browser options provided to Open an Excel spreadsheet or Save the spreadsheet to your Downloads folder.
  • Click Export to PDF to generate a PDF file.
    • In the Export Options window, enter a Name for the report and optionally a Description.
    • Select the Page size and Orientation.
    • Click Export to create the PDF file or Cancel to return to the Transaction Viewer.
    • Use the browser options provided to Open the PDF or Save the file to your Downloads folder.

    Note that Export to PDF does not support all languages.

  • Use the boxes next to each record to select one or more transactions. Then select Export to PDF or Export to CSV. Select Cancel Selections to close the pop-up. When Export to PDF is selected, a new Export Options pop-up displays.
    • Enter a report Name and Description.
    • Select Table view to export the data for the selected transactions.
    • Select Details view to include the details for each selected transaction.
    • Indicate whether the paper size should be Letter or A4.
    • Select either Portrait or Landscape orientation.
    • Click Export to create the PDF file or Cancel to return to the Transaction Viewer.
    • Use the browser options provided to Open the PDF or Save the file to your Downloads folder.

    Note that Export to PDF does not support all languages.

    When Export to CSV is selected, use the browser options provided to Open an Excel spreadsheet or Save the spreadsheet to your Downloads folder

A maximum of 10,000 table rows can be exported to a PDF file, a maximum of 20,000 table rows to CSV. Data exported using Details view can include a maximum of 20 transactions.