To download a summary of your sales and activity in .CSV format:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Overview.
- To select a time range, use the Period drop-down menu.
- Click Download. Depending on your browser, you may need to complete additional actions.
Let us know if this answered your question. If not, please let us know why!
Tags: view transactions, transaction history, overview, download, summary, payments portal, reports