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
- On the Payment Readiness page, select filters (as applicable) using the check boxes in the Available Filters area.
- Click Apply Filter.
- 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
- Select the payment record from the Payment Readiness grid.
- 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
-
Select the payment record from the Payment Readiness grid.
-
Click the Activity tab.
-
Click Export History
. An Excel worksheet is created.