Perform the following procedure to export the statements:
- Click the drop down list adjacent to Filter By field and select an option from the available list. Available options are the following:
- Payee
- Plan
- Job Category
- Sales Org
- Sales Org Level
- Select a Payee, Plan, Job Category, Sales Org, or Sales Org Level in the Choose From field from the available list of options. If you have selected Payee in the Filter By field, click icon to select the required value from the Lookup For Plan, Job Category, Sales Org, or Sales Org Level options, click the text field adjacent to the Choose From field and select the check box adjacent to the required option(s).
- Exclude Payee <Description>
- Click the drop down list adjacent to From Year field and select a year.
- Click the drop down list adjacent to From Period field and select a period. This field displays the periods, depending on the year you have selected on the From Year
- Click the drop down list displaying By a Payee and select the option as By a Payee (Default) or By a Period.
Note: This field is enabled only if you have selected Plan, Job Category, Sales Org, or Sales Org Level in the Filter By field.
- Click the drop down list adjacent to To Year field and select a year.
- Click the drop down list adjacent to To Period field and select a period. This field displays the periods, depending on the year you have selected on the To Year
- Click the text area adjacent to the Export Settings field and select an export option. Available options are the following:
- Select All
- CSV Raw Data
- Excel Raw Data
- Excel Report
- HTML Report
- PDF Report
- RTF Report
- Text Raw Data
- Text Report
- XML Raw Data
- Click
the The entered information is processed and the results are exported. You can obtain the output from the Documents section. For more information, see Documents section.
You can also click the Error Log Report link to view the error log with the details such as Summary and Detail options. Click Exported Statements link to view the export statements with the details such as Download Link, From Period, From Year, To Period, To Year, Filter By, Modified At, and User ID.