There are 2 ways you can download your Account information.

 

Option #1 - Export Current View

Current View is the current state of how your accounts are currently listed on your screen. Using Current View will export the default list or by using the Accounts filters.

  • Click on Accounts
  • On 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, then 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