Export the Settlement Records
To export and download the settlement records:
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Click the Download menu to view the options.
The menu options under the Download menu are displayed.
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Choose Select Fields from the Download menu.
The Column Settings pop-up page is displayed.
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Select the desired check boxes from the Column Settings pop-up window.
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Click Save to complete the action.
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Select any of the following format to generate the report:
- csv
- xslx
A pop-up window will display the status of the generated report.
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Perform any of the following steps:
- Click Download report option to complete the action.
- Click Share and enter the recipient email ID.
The Share Report pop-up window is displayed where you need to enter the e-mail ID.
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Click Share to complete the action.
Note:
You can share the report to multiple email IDs by entering the comma-separated entries.
Updated 12 months ago