Use the following procedure to export the Financial Transactions grid:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.

4.  To view transactions for an account, check the check box next to the desired account. Multiple accounts can be selected. Alternatively, click the header row check box to view transaction details for all accounts.

5.  If necessary, filter the Financial Transactions grid.

6.  Once the grid is ready to be exported, click the  Export drop-down menu and select one of the following options:

•     Click Export to CSV to save the grid as a CSV text, with each field separated by a comma. This file is viewable in a spreadsheet program or a text editor.

•     Click Export to Excel to save the grid as a Microsoft Excel file.

•     Click Export to Word to save the grid as a Microsoft Word file.

•     Click Export to PDF to save the grid as an Adobe PDF file.