Reports in Merchant Direct can either be exported to PDF or CSV (comma separated value). Refer to the table below for the possible export types for each report.
For more information on how to save reports in a PDF or .txt format, follow steps here.
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Export to PDF |
Export to CSV |
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In this topic, you'll learn how to:
export reports to CSV
export individual report sections to CSV
export reports to PDF
NOTE: If you have applied filters to the report, sorted the data, or have hidden columns in Merchant Direct, be aware that the exported report will not inherit any of the filtering, sorting, or hiding. An exported report will show all columns on the report and all of the data for the selected date range.
Most of the Merchant Direct reports can be exported to CSV (comma separated values). CSV files can be viewed and manipulated in text editor programs like Notepad, or in spreadsheet programs like Microsoft Excel®. Follow the instructions below to export a report to a CSV file once the report has been generated.
Run the report.
On the report screen, click the Download CSV icon (
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In your web browser, look for the file download section to verify that the file is downloading.
Once the report has been exported, browse your hard drive to the location where the file is saved.
Note: The saved file will be named after the report or specific section you downloaded, with the file extension .csv. For example, if you downloaded the Sales Summary report, the file would be titled sales_summary.csv.
Some reports contain individual sections that can be exported to CSV. Each section on a report like the Bank Reconciliation has its own Download CSV icon (), as pictured below. The process for exporting individual sections is the same as exporting an entire report as described above.
The Monthly Statement report is able to be exported to a PDF. When the report has been generated, click the Save as PDF button on the left side of the report screen. The report will render as a PDF and save into your Downloads folder on your local hard drive.