Export List Details to a CSV File

Export accounts, account balances, or account transactions data to a Comma Separated Values (CSV) file for further inspection and analysis.

Columns that are displayed are exported to a CSV file for any accounts, account balances or account transactions that meet the current filter and search criteria. For example, if there are seven pages of transactions that match the filter and search criteria, then all seven pages are exported to the CSV file.

Click

located in the upper right-hand corner of the web page.

The following message is displayed.

The CSV file is being prepared, and will automatically start downloading when ready.

Once the CSV file is prepared and downloaded, the CSV file can be opened.