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Download a list of all your imported Sources

The following article explains how to create a report that will show all of the sources that have been imported into your account. The report will be in CSV format and will provide the name, source type, address (if applicable), import date and transaction count.


In order to download the report, please use the following steps:


1. The first step is to navigate to the Reports page and select “+ Report




2. Then chose the “Audit trail & reconciliation reports” module and select the “Source list” Report. You also have the option to edit the columns that are contained in the report using the “select columns” button.




3. Once you have created the report, you can download it by selecting the icon shown below.