How to Export a Financial Transaction Report to CSV
- Navigate to Reports: From the Side Navigation Bar, click on "Reports".
- Select Financial Transactions: From the menu, click on "Financial Transactions".
- Select CVS Export: Locate and click on the "CSV Export" button.
- Select Export Details: Select the information you would like to export, then click the "Export Details" button.
- Confirmation: A CSV file with the requested information will now be saved to the downloads folder on your local drive.
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