Exportar información desde el widget de descarga

INSTRUCTOR: In this video, you will learn how to create and download reports and files containing balance and transaction information in various file formats. Let's start by selecting download from the reporting menu. To create a new export file, select the export link. An export data window is displayed.

Start by selecting an export type from the dropdown. For our example, we will select CSV. The file name defaults to a system generated name, but it's editable. So you can provide a more meaningful file name. Based on the export type selected, there may be additional criteria to select.

For example, when choosing the CSV export type, you'll also choose what to include in the output content and whether to include or exclude header values in the file. For our example, we want balances and transactions and a header row. Select a date or date range of the balances and transactions to be included in the output file.

Again, based on your export type selection, there may be optional fields to help further define the search criteria. The account detail identifies which accounts are to be included in the export. Leave this field blank if you wish to include all accounts.

Similarly, the account group identifies which account groups are to be included in the export. Leave this field blank to include all account groups. Use the Debit/Credit field to select one or the other. Leaving the field blank will select all transactions.

The transaction type, BAI transaction code, and swift transaction code fields allow you to narrow your output for a specific transaction type or types. Simply click into each of the fields and select all values that are pertinent to your output. Leaving the fields blank will include all types and codes.

The Status field allows you to select transactions that have cleared or are still pending. Leaving this field blank will include transactions, regardless of their status. The Transactions Amount field allows you to narrow the results to a specific amount or range of amounts. Leaving this field blank will include all amounts for your output file.

Bank reference and customer reference can also be entered to narrow the results. Once you've selected your criteria, click on the Create Export button to create your Output file. The Download List view will show the export requested. Once the Output file has been successfully created, the status of the export will change from in progress to complete.

When complete, select Download from the Actions menu to download the output file. Depending on your browser setting, either you will be prompted to provide a location for the downloaded file or the file may appear at the bottom of your browser window.

Thank you for watching this video where we have reviewed how to export data from the system. Be sure to watch the remaining videos to learn more about the system.