Export Payment Readiness data

The Payment Readiness section provides features that enable you to export:

  • All of the records that are displayed on the Payment Readiness main grid.
  • All of the records that are displayed on the Account Details grid.
  • All the columns that are visible are exported.

Export data from the main grid

  1. On the Payment Readiness page, select filters (as applicable) using the check boxes in the Available Filters area.
  2. Click Apply Filter.
  3. Click on Export.

The name of the file is constructed as follows: Payment Readiness_YYYY-MM-DD-SS.

Example: Payment Readiness_2020-06-15-10-45-56.xlsx

Export data from the Account Details grid

  1. Select the payment record from the Payment Readiness grid.
  2. On the Billing Account Details page, select Export.

The name of the file is constructed as follows: Payment Readiness Account Details_YYYY-MM-DD-SS.

Example: Payment Readiness Account Details_2020-06-15-10-45-56.xlsx

Export Payment Readiness history

  1. Select the payment record from the Payment Readiness grid.

  2. Click the Activity tab.

  3. Click Export History . An Excel worksheet is created.