Exporting Statement

The user can export the statement to the formats such as Excel and PDF. You will find the export option on top of the statement detail. Refer the screen shot below:

To export the statement, do the following:

  1. After selecting the details in statement page, the statement will be generated for the selected criteria. Export option will be available on the top of the statement preview page.
  2. Select the format (either Excel or PDF) from the File Format drop-down.
  1. Click Export to open the following window.

  1. From the above window, you can click Open to open and view the file or click Save to save the file in the selected format.

Click to go top