Admins have the ability to create and export custom transaction reports using the Export button on the Transactions page.
1. Log on to https://app.cmlcard.investarbank.com
2. Navigate to the Transactions page on the side menu to see all the transactions.
3. From the Transactions page, click Export.
4. Set the Date Range and tick ✓ all the data attributes you want to include.
5. Click Export Results.
6. A notification will appear at the bottom of the screen indicating that the export request is being processed. Click View Downloads from the notification.
7. You will be redirected to the Downloads page, where the export will appear as a CSV file. Once the status shows Completed, click Download to save the file to your device.
Note: The system can only export the data to a CSV file at this time.