Instructions

Requirements

You must have the Transaction View and Transaction Results Export permissions enabled in order to export search results. If you do not, please consult the administrator for the merchant ID (organization ID) you provide when signing in to the Business Center. 

Export Search Results

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

Note: If the search returns more than 2000 results, you will need to create a report.

Additional Filtering in Excel

You can filter your exported results further from within Excel.

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

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

YouTube Demonstration of Transaction Search