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Exporting Detail From Account Inquiry
Exporting Detail From Account Inquiry
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
, multiple selections available,
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