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Lesson 2: Export transactions
Mike Avery avatar
Written by Mike Avery
Updated over a week ago


You've just found the transactions, now you want to print them out to share with colleagues and clients.


1. Get the results you wish to export

Ensure that you have the filters set so that the results you see on screen are those you wish to see on the export.


2. Select download option

Choose if you want to export as a spreadsheet or as a word doc.

  • Spreadsheet - gives you all the attributes of the saved record

  • Word doc - a 'prettier' output, looks a bit like the below


Success - you just exported your transactions!

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