Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi shortcut1,
Thanks for joining us here. I'd be happy to help with downloading a report, with the accounts you need!
Here's how;
1. From the left menu, open Reports
2. Enter Transaction Detail by Account in the Search field
3. Click on Customize
4. Choose your Report period
5. Select and reorder columns to your preference
6. Scroll down and click on Filter
7. Use the ▼ dropdown menu to select the Accounts
9. Hit Run report
10. Click on the export icon to Export to Excel
Note; If there are no values in the spreadsheet, click on Enable Editing
Feel free to reach out again, if other questions come to mind. We're always glad to assist!