How to Export Data in the AR Table

You can easily export a CSV file of your Accounts Receivable data for reporting or record-keeping purposes.

Step 1: Apply Filters

Use the filters on the transactions table to refine your data. You can filter by date, amount, or other available criteria to include only the relevant transactions.


Date filtering

Amount filter

Step 2: Export the Data

Once you’ve applied your filters, go to the top-right corner of the transactions table, and click the Export button.


Step 3: Download the CSV

A CSV file will be generated and will include all relevant details for the displayed transactions. Open the file in Excel, Google Sheets, or any compatible tool for further analysis.

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