You can export transaction data to a CSV file from the Open Batch and Closed Batch reporting sections. The export reflects whatever filters you have applied, so narrow your results first if you only need a subset of transactions.

The steps you need to follow depend on whether you are exporting card transactions or bank transfer transactions, and whether the batch is open or closed:

• Export card transactions from an open batch to CSV
• Export card transactions from a closed batch to CSV
• Export bank transfer transactions from an open batch to CSV
• Export bank transfer transactions from a closed batch to CSV

Export card transactions from an open batch to CSV

1. Log in to https://payments.payroc.com/merchant/selfcare/.
2. In the navigation menu, select Reporting, and then select Open Batch.
3. Select the ALL TRANSACTIONS tab.
4. (Optional) Use the filters to narrow the list of transactions.
5. Select EXPORT TO CSV.
6. (Optional) Use the checkboxes to select the headings you want to include in the CSV.
7. Select DOWNLOAD.

The CSV file downloads to your device.

Export card transactions from a closed batch to CSV

1. Log in to https://payments.payroc.com/merchant/selfcare/.
2. In the navigation menu, select Reporting, and then select Closed Batch.
3. (Optional) Use the filters to narrow the results. Matching batches appear in the Batch List.
4. (Optional) Select a tab to filter the Batch List by time period:
   • Last Batch — The most recently closed batch.
   • This Week — All batches closed in the current week.
   • This Month — All batches closed in the current month.
5. To view the transactions in a batch, select its date in the Batch List.
6. (Optional) Use the filters to narrow the list of transactions.
7. Select EXPORT TO CSV.
8. (Optional) Drag fields between the Added Fields and Remove Fields columns to choose which columns to include in the CSV.
9. Select DOWNLOAD.

The CSV file downloads to your device.

Export bank transfer transactions from an open batch to CSV

1. Log in to https://payments.payroc.com/merchant/selfcare/.
2. In the navigation menu, select Reporting, and then select Bank Transfers Open Batch.
3. (Optional) Use the filters to narrow the list of transactions.
4. Select EXPORT TO CSV.
5. (Optional) Drag fields between the Added Fields and Remove Fields columns to choose which columns to include in the CSV.
6. Select DOWNLOAD.

The CSV file downloads to your device.

Export bank transfer transactions from a closed batch to CSV

1. Log in to https://payments.payroc.com/merchant/selfcare/.
2. In the navigation menu, select Reporting, and then select Bank Transfers Closed Batch.
3. (Optional) Use the filters to narrow the results. Matching batches appear in the Batch List.
4. To view the transactions in a batch, select its date in the Batch List.
5. (Optional) Use the filters to narrow the list of transactions.
6. Select EXPORT TO CSV.
7. (Optional) Drag fields between the Added Fields and Remove Fields columns to choose which columns to include in the CSV.
8. Select DOWNLOAD.

The CSV file downloads to your device.