The Transaction List Export allows users to export the filtered supports, listed on the

The Transaction List Export allows users to export the filtered supports, listed on the 

**Supports→ All menu**

Users can customise the export by adding or removing the fields displayed within it.

## **How to customise the report.**

 

To manage the fields displayed with transaction list export, go to menu:

**Data → Support Data → Transaction List Export**

 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135185/original/BWv1ytMuw_PWfkcsEfzHzwEn79kJw-yOFg.png?1694151069 " =182x")

 

The screen will showcase both the Available fields and the currently Assigned fields.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135186/original/oMwZQkVG_lBtdl0SsZxeKb-ocILW92tQSA.png?1694151069 " =601x")

 

 

To modify the fields, simply drag the necessary support fields into the Assigned fields section.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135189/original/L7abhtvp27d8ZFe4yar3hRiXVEn9FrHasw.png?1694151069 " =601x")



Users also have the flexibility to vertically rearrange the fields within this section, enabling them to personalise the sequence of fields in the export

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135187/original/xUfcHzXHJChY_3APcgOQ5jtMcFbXepM27g.png?1694151069 " =358x")

 

__Below is a list of the commonly Assigned Support Fields__

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135195/original/mAhpjVklvgPDglGFIuIngZ7lNDpg2fg0vw.png?1694151069 " =411x")

 

**__How to generate the export report__**


To generate the Transaction List Export, go to menu **Supports > All**

 

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135188/original/QIXjgh9O0f72yB2nWXTBOSCIz3SgBm4KNA.png?1694151069 " =205x")

 

Apply the necessary filters, such as the date range and Participant Name, and then click on the Search button.

 ![Description automatically generated](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135192/original/BZhHS7aO4gTwqQQZlUr-D0dP1jwY9xYDZQ.png?1694151069 " =602x")

 

 

To generate a **pdf file** of the export, press the PDF button

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135193/original/91gfk8fRPyoO8iPVuv8FboN6Qo1J40fOJw.png?1694151069 " =222x")

 

To generate an **Excel file**, press the Excel button.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135194/original/alO9fiUqCNHul_HSSNQTbFsvfiLoJrx88g.png?1694151069 " =222x") 

 

The requested file will be accessible in your system’s download folder.  Open the required file to view the data.


 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51121135191/original/nE4yjxMdEg0O2cm-xUjjiWl5V2orHfUCcw.png?1694151069 " =320x")

Transaction List Export

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Transaction List Export

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