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How to generate transaction export report

Version: V2.10.6528
Added on: 05/21/14
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
How to locate a transaction 09/17/14 15 mins This easy tutorial will give you knowledge about how to locate a transaction using a date range.

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: 12/01/2018
    To Date 12/10/2018
    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 12/01/2018 - 12/10/2018 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.
  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.

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