How do I export a settlement report?

Hover over My Organisation and select Finances.

Select the Settlements tab.

NOTE: this report shows the details of a particular settlement.

Find the settlement and click on the Settlement Number.

At the top of the screen you will see the basic details of the settlement.

Make sure you are on the Payments tab.  Select the All tab.

Here you will see a list of all the transactions included in this settlement.

To export this to a .csv file, click Export CSV.

Once done, you can open this in Excel.