I need to export transactions in TrustFile
- Navigate to the Transactions tab.
- Click Advanced filtering to expand search options.
- Adjust filters to limit the list of transactions to include those which you would like to export.
- If you are searching for a date range prior to the current filing period you may need to select the Historic checkbox under Status to ensure the older transactions are included.
- Click Filter button or to limit transaction list by chosen filters.
- Click checkbox to the left of the greyed out Delete button to select all items showing in the list.
- If the number of transactions exceeds the number currently showing (default 25 transactions, maximum 100) a link will appear below the buttons to select all found transactions.
- Click now active Export to .csv button.
- Exported file will be emailed to the email on the account and if the transaction list exceeds 10,000 lines it will be split into multiple files and emails.