It only takes a moment to run a report and access the CSV or PDF file
1. On the left-hand side of the screen, select Reporting and navigate to the History Page.
2. Set a date range to view.
3. Select the All Templates box that appears and select the name of the form to see specific data from a form, template, terminal, or mobile payment.
This way, you'll be pulling a more detailed report that shows all fields e.g. patient account number, invoice number, order number.
4. Click the CSV or PDF at the bottom to download the report.