Exporting transaction data allows you to analyze sales, reconcile accounts, and maintain accurate records. This guide explains how to export your transaction history from your merchant dashboard.
Steps to Export Transaction Data
- Log In to Your Merchant Dashboard
Visit gw.locktrust.com and sign in with your credentials. - Navigate to Transactions
- Click on Reports
- Set Your Filters
- Select the date range for the data you want to export.
- Choose Export Format
- Select your preferred file format: CSV, Excel (XLS), PDF, Print or Payment Processing Report.
- Click the chosen format.
- The file will be prepared and saved to your device.
Tips for Using Exported Data
- Import CSV or Excel files into accounting software like QuickBooks or Excel.
- Use filters to customize reports before exporting for focused insights.
- Regular exports help with bookkeeping and tax preparation.
Troubleshooting
- If export fails, check your internet connection and try again.
- Clear your browser cache or try a different browser if issues persist.
- Contact support if you cannot access export features.
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