Exporting Detail From Account Inquiry

Owned by Knowledge Assistant
Mar 26, 2021


Description of Issue

How can I export detail from Account Inquiry for more than one account?

Context

Account Inquiry

Cause

Client needs to export detail from Account Inquiry

Resolution

To export detail for more than one account in Account Inquiry:

1. Click Search or (Seg)ment Find

2. Define fields (optional) and click Accept

3. Yes, Continue if prompted

4. Totals in the ribbon

5. Click yellow detail folder for desired year

6. Excel

7. Detail

8. Check/uncheck column headers fields (optional)

9. Accept

Open excel file to view detail

Additional Information