Download Reports

Select the Create and Download Reports button on the View Transaction Histories screen.

Download previously created reports that contain data from multiple Transaction Histories.

• Report Type – The report's exported file format.
  • CSV – Only reports exported as CSV files return in the results table.
  • PDF – Only reports exported as PDF files return in the results table.

• Created On Or After – The results return only reports created on or after this date.

  Defaults to one week prior to the current GMT date.

• Created On Or Before – The results return only reports created on or before this date.

  Defaults to the current GMT date.

The results table displays only reports created by the current user.

• Date Created – The date that the user created the report.
• Report Type – The report's exported file format.
• File Name – The name of the CSV or PDF file.
• File Size – The size of the CSV or PDF file.

1. Select the Created On or After date from the date picker.
2. Select the Created On or Before date from the date picker.
3. Select the Report Typefrom the drop-down.
4. Select the Search button.

   The results display in the table. Only reports created by the current user display.

• Select the link in the File Namecolumn of the results table.

  The file downloads.

  See the Export a CSV File to Excel drop-down in the How-Tos. For more information about the fields in the report, see View Transaction History Details.

• Select the Create Report button.

  The Create Report screen displays.