1. Administering Account Reconciliation
  2. Performing Common Actions in Account Reconciliation Cloud
  3. Working with Views and Filters
  4. Working with Views
  5. Exporting List Views and Pivot Views

Exporting List Views and Pivot Views

You can export the records in list views or pivot views to Microsoft Excel.

To export a list view or pivot view:

  1. Navigate to the list view or pivot view that must be exported.

    These views are available for reconciliations, transactions, detail balances, profiles, alerts, and match types.

  2. Click Actions, and then Export to Excel.

In pivot views, you can click an aggregated total to display a dialog containing the individual records that comprise that total. Then click Export to export the records displayed in the dialog.

The exported data is stored in an Excel file and can be downloaded. The format of the Excel file is .xls or .xlsx, depending on the Export to Excel setting.