There are two ways you can download your Account information.

Option #1 - Export Current View

Current View is the current state of your accounts as they are listed on your screen.

    • Click on Accounts
    • On the left-side menu, scroll down to the Export Accounts section

 

  • Here you can either:
    • Leave the page as it is and click on Current View to export all accounts listed  
      • - or -
    • Use the Filters section at the top of the screen, click on Find Accounts, th
      en click on Current View to export those results

Option #2 - Advanced Export

The Advanced export allows you to select certain parameters before exporting your accounts.

  • Click on Accounts
  • On left-side menu, scroll down to the Export Accounts section
  • Click on Advanced
  • On this screen, you can select the appropriate parameters needed for your export:
    • Status
    • Name Contains Text
    • Regions 
    • Corporate Groups
    • Delivery Time
  • Click on Export