How do I export my settlement listing?

If you are wanting to export your organisations full list of settlements or a list of all the members and products paid for within a particular settlement you can do this via exporting into an excel/CSV.

EXPORTING THE SETTLEMENT LIST

1. Hover over My Organisation.

2. Select Finances.

3. Click on the Settlements tab.

4. To export this list of settlements click Export CSV at the bottom of the list. 


EXPORTING THE LIST OF MEMBERS AND PRODUCTS PURCHASED WITHIN A PARTICULAR SETTLEMENT

1. Hover over My Organisation.

2. Select Finances.

3. Click on the Settlements tab.

4. Click View next to the relevant settlement.

5. The page will display with the members and products purchased within this settlement.

6. To export this list, click Export CSV at the bottom of the page (this export will include the complete this of purchases).