How to export credit note data?

Users can export credit note data directly from the upload instruments workflow, reducing reliance on separate reporting tools. 

  1. Navigate to Instrument Upload tab and Upload Instruments sub tub.

  2. Click Credit Note Instruments tab and then Export as CSV button.

  3. You can choose to export filtered credit notes or all uploaded credit notes.

  4. Depending on the number of records uploaded, this may take some time. You will receive an email once the upload is complete.