Export the Settlement Records

To export and download the settlement records:

1. Click the Download menu to view the options.

   The menu options under the Download menu are displayed.

2. Choose Select Fields from the Download menu.

   The Column Settings pop-up page is displayed.

3. Select the desired check boxes from the Column Settings pop-up window.

4. Click Save to complete the action.

5. Select any of the following format to generate the report:

   • csv
   • xslx

   A pop-up window will display the status of the generated report.

6. 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.

   

7. Click Share to complete the action.

📘

Note:

You can share the report to multiple email IDs by entering the comma-separated entries.