Export Admin Report

While you can still download the general Transaction Activity data, you can also download a more comprehensive Admin Report. This report contains much more information about each transaction. You can also easily select a date range for export, making monthly analysis a breeze.

Sort Transaction data:

You can choose to sort your data by Transaction Name , Date Created , Client Name , or C/M Number . Click the header to sort by that type. Columns you can sort by are blue.

To select a date range for the Admin Report:

1. Navigate to the Admin Report page
2. Click the Filter icon, and select your preferred date range
3. Click Apply
4. Select the Download range
5. You can access the report by clicking the Notification (bell) icon
6. To remove a selected date range, click the 'x' next to the date range

To download the unfilted Admin Report:

1. Navigate to the Admin Report page
2. Click the Download button
3. You can access the report by clicking the Notification (bell) icon