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04/07/2026 19:27 PM

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Introduction

This article explains how to export transaction search results from the Business Center. After performing a transaction search, you can download the results in either Comma-Separated Values (CSV) or JavaScript Object Notation (JSON) format for further review or record-keeping. If your search returns more than 2,000 results, you will need to create a report instead of using the export function. Once exported, results can be filtered further using Microsoft Excel.


Requirements

The following permissions must be enabled on your account before you can export search results:

  • Transaction View
  • Transaction Results Export

If either permission is missing, contact the administrator for the merchant ID (organization ID) you use when signing in to the Business Center.

Requirements screenshot


Exporting Search Results

  1. Perform a transaction search.
  2. Select Export.
  3. Choose an output format: CSV or JSON.

Export format selection screenshot

If the search returns more than 2,000 results, you will need to create a report.

Export results screenshot


Filtering Exported Results in Excel

You can filter your exported results further from within Excel.

Excel filtering screenshot 1 Excel filtering screenshot 2

  1. Open the exported file in Excel.
  2. Select the first row (the entire row is highlighted).
  3. Select Filter from the Data tab.

You can now filter your transaction history from any of the column headings.


Potential Client Questions

  • What permissions do I need to export transaction search results?
    • Both the Transaction View and Transaction Results Export permissions must be enabled on your account. Contact your Business Center administrator for the merchant ID (organization ID) if either permission is missing.
  • What file formats are available when exporting?
    • You can export results in CSV or JSON format.
  • What happens if my search returns more than 2,000 results?
    • The export function supports up to 2,000 results. If your search exceeds this limit, you will need to create a report instead.
  • Can I filter the exported data after downloading it?
    • Yes. Open the exported file in Excel, select the first row, and then select Filter from the Data tab. You can then filter by any column heading.
  • Who do I contact if I do not have the required permissions?
    • Contact the administrator for the merchant ID (organization ID) associated with your Business Center sign-in.


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