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How do I download Report of completed Bank transfers only

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How do I download Report of completed Bank transfers only

Could someone show me how to create a report of just completed bank transfers for 2017?

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Volunteer Advisor

Re: How do I download Report of completed Bank transfers only

One option - Download or export your Transaction History

* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"


What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.


1 REPLY
Volunteer Advisor

Re: How do I download Report of completed Bank transfers only

One option - Download or export your Transaction History

* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"


What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.