In Climb's payment processing section, you can also export transaction and transfer reports:
- Once logged into your Portal, locate the menu on the left-hand side of the screen
- Depending on which report you’d like to pull, select the Transactions or Transfers tab
- After the data has loaded, locate the “download” icon on the upper right side of the table
- A pop-up will ask you to select a date range for the data you’d like to pull
- Note: You can only pull a range of 31 days at a time. For multiple months of data, you will have to repeat this process
- Once you’ve defined your range, click export
- To see this in action, check out our tutorial video below: