Exports are accessible above search results by clicking on the
icon.
A specific access right secures this button, which is therefore only displayed to those who are entitled to access it.
Furthermore, this button is only available on a computer and is not displayed on mobile devices (tablet and smartphone).
When clicking on the Export button, the menu gives you these 4 options:
Export,- Export to my email,
- Recurring export,
- Recurring exports list.
When clicking on EXPORT, a simple export is immediately generated.
This option is available for up to 50,000 result lines.
When clicking:
- A menu appears and allows you to choose the granularity of the export: one payment operation per line or one transaction per line. Then click on “Export” to start the export.
- A snackbar is displayed at the bottom left of your screen for 3 seconds, with “Export creation” indicated and a CANCEL button to abort the file creation process.
- Then, a new snackbar is displayed and the file creation starts.
- Finally, a last snackbar indicates that the file is available:
- click on DOWNLOAD THE FILE to retrieve the generated file and close the snackbar.
|
WARNING The file creation process can take time. You can keep navigating on the interface, but you can’t close the snackbar. |
The export file precisely incorporates your search results:
- same number of results,
- same sorting,
- same columns in the same order.
It also takes into account your user settings:
- your language (and thus the related decimal format),
- your date format and your time zone.
By default, the CSV file separator is a semicolon. The file is encoded in Unicode (UTF-8) and compatible with Windows (CRLF).
To easily work in Excel with amounts exported from HiPay Console, here are some tips.
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