How to generate transaction export report

1. Are you ready?
   
   In this tutorial we will learn how to export transactions out of the system in CSV format.
   
   We will use the following parameters:
   

   From Date: 12/01/2024
   To Date 12/23/2024
   Type: Sale
   
2. Log in to the system using your Username and Password.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. To export transactions, you have to use Transaction form which is available at the following places:
   
   

   • Perspective => Console Perspective => Transactions => List
   • Perspective => Management => Merchant Perspective => Processing => Transactions
   • Perspective => Administration => Monitoring Perspective => Transactions

   
   You can choose any place you like. We will use Console perspective in this tutorial.
   
4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
   
5. Click   Processingbutton in the top section of the page.
   
6. Choose   Transactions  menu item  from the list.
   
7. Locate   Transaction Search  groupbox.
   
   If you want some specifiс transactions to export, you can specify their parameters (Transaction ID, Customer’s Name, Credit Card #, etc) within Transaction Search section. If you don’t have any special requirements, you should consider just specifying the date range.
   
8. Enter 12/01/2024 - 12/23/2024 into the
9. Select Sale in Typedropdown
10. Click
11. Locate   Transaction List  groupbox. The results of your search along with the Export button should now be visible on the screen.
    

    screenshot
12. Click   Exportbutton to get CSV document with all transactions from the list.
    
13. Congratulations, you are done!
    
    Now you know how to find and export transactions out of the system.
    

Merchant perspective   Console perspective   Monitoring perspective   Recurring billing