Manage Export Profiles
The Manage Export Profiles page allows you to export data based on an existing profile or to edit or delete an existing profile.
Note: Depending on how your company is configured to receive balance and transaction updates from the financial institution, a Refresh Data button may appear at the top right of the page. If one is provided, use it to manually refresh balances and transactions and ensure that you are viewing the most recent information. After clicking the button, the Select Accounts for Real Time Update page appears. See Refreshing account data in real time)
- File name
The name given to the export profile by the user who created it
The description given to the export profile by the user who created it
- File Format
The file format of the file for data export
- Contents
A read-only field that describes the type of information in the file
- Last Built
The last time the file export was processed
When the export profile is first created, this field is blank until you click the Execute Profile button to run and save an export file report.
When an export file report runs, the date of the run appears in this field.
- Action
The action options for processing the profile
Options include the following:
- Execute Profile – The system exports the selected profile to your chosen location on a local or network drive.
- Edit Profile – Takes you to the Update Export Profile page where you can change any field except Last Built
- Delete – Deletes the corresponding profile from the export profile list
