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Export Transactions

How to view, filter, and export transaction data by date, method, or amount from the Transactions section.

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Written by Jack Willett
Updated over 2 weeks ago

1) To start looking at and exporting your transactions, find the Transactions section on the left-hand side of your screen.

2) This will take you to your Transactions page. When loaded, you will see a date range on the top right of your screen, firstly, click this and decide what range you would like to see your Transactions from. For ease of use there are some quick options such as Today, Last Week etc.

3) If you would like to filter further, click on the "Filter" button on the top right of your screen inside of the Transactions page.

4) This will open a dialog, you can choose your filtering method through here. You can filter by Payment Method, exact Transaction Number and the exact Total Amount.

5) After filtering, you should see all of your transactions from the specific date range. You can see the Transaction Number, Total, Payment Method, Status and the Time Created.

6) To download this specific list of transactions, click the "Download" button on the top right of your screen, which will open a dropdown. You can then choose your chosen export option.

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