Reports: How to export a list of auto-debits into an Excel spreadsheet

Getting Started:

Step 1: From the Dashboard, click on the [Search Auto-Debits] button. 

Step 2: From the Search Options screen, enter any specific search criteria desired for the list. Click the [Search] button at the bottom of the screen. 

Step 3: Once the page loads, click the [Export to Excel] button on the left side of the page. Click [OK] to proceed. 

Step 4: Click the [Download Excel File].

Step 5: Saving!

1. Select the location where this file will be saved.

2. Optional: Rename the file so it's easier to find or leave it as-is.

3. Select [Save]