Learn to export and download your business transactions from your dashboard. This can help you calculate volume, conversion rate, and other statistics to help you make data-driven decisions for your business.
Who can use this
Users in your organization who can create and send transactions and notaries sourcing transactions (NSTs) can perform the steps below.
Read more about user roles for your organization here.
Export transactions
Log in to your Proof account to complete the steps below.
- Click Send & manage (or My closings) from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Check the box next to the transactions you want to export or use filters to export specific transactions.
- Click Export to the right of the bar at the top of the transactions list.
- Select Export all transactions or Export currently selected filters.
- Click Export CSV.
The file will download to your computer.