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Export Nominal transactions to Excel

Updated over a week ago

To export a selection of nominal transactions, you can use the All Transaction report and export this to a .csv file, which Excel can use to display the results in a suitable format.
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Please follow the below to generate the report and how to export it to this filetype:

  1. Click on the tab Financials

  2. Under the Reports section, click Transactions

  3. Then choose the report All Transactions

  4. Amend the search parameters as needed

  5. Make sure the output is set to File, rather than the default of to Screen

  6. Then click the Green Tick to run the search

  7. If you haven't entered any parameters, it will ask you to if you want to Ignore Search. Click OK

  8. On the Output screen that appears, change the type from Delimited (tabs) to Delimited (commas).

  9. This will then change the filetype to .csv, to which you can rename the file name.

  10. Click the Green tick to generate the file, checking the location it will save the file to

  11. Once generated, go to the location mentioned previously to open your .csv file in Excel

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