You can export payment records as either a PDF or CSV file from Sion. When exporting the information you’ll have options to customize the amount of information and the format of the information in your download.

On the Commissions page, select the tab for Reconciled or Unreconciled based on which payment records you want to export.

Note: Any filters or searches you’ve run will affect the information exported. Only the records displayed in the payment list will appear in the export. For more information on using the filters on the left of the Commissions page, see the article here.

Once you’ve selected the correct tab, click Download in the top right.

The Export window will open, where you can customize your download. There are three tabs in the window to select your export settings, we’ll go through each in this article.

Note: There are Presets that you can use to keep your download settings as a template for later exports. See the article here on Export Presets for more information, the article is for bookings presets but the process is the same to use and create presets for contacts.

By default, the File Settings tab displays in the Export window. Here is where you select the type of file that you want to export and the basic settings for it.

The first step is to choose to export your information as either a CSV or PDF. Click the appropriate file type.

Once you’ve selected your file type, you can enter the Filename for your export.

In the right section of the window, you’ll see a Group by dropdown. Here you can select how you want to organize the information in the download. By default, None is selected, meaning that your data will display in the report in the same order it shows on the Payments page.

If you group a PDF, you will see additional options for your export, such as how to sort the organization of information. In the example above, the export will display the information grouped by agent, in alphabetical order based on the agent’s name.

Once you select your grouping, you can toggle additional information options below. The options available will depend on if you chose to download a PDF or CSV file and if you chose to group the export.

For example, the Skip rows and export summary option is only available if you’ve grouped your export. This feature streamlines a report to only show the totals of a grouping rather than every line item. For example, you would see the total commissions for an agent instead of each of the individual commission amounts.

Dark gray means that an option is selected and the switch was toggled to the right. Light gray means that the option is not selected and the switch was toggled to the left.

Once you’re done with your selections, it’s time to select the columns you want in your export.

Click the Columns tab in the Export window.

By default, certain columns will already be selected. Columns with a checkmark will appear in your download. You can click individual checkboxes to add or remove the column from the download.

To add all columns to your download, toggle the switch at the top to the right.

To deselect all of the columns, toggle the switch at the top back to the left.

Note: You must have at least two columns selected in order to export a report. Otherwise, you’d be running an empty report!

Make sure you have selected all the desired columns before moving on to ordering the columns in your download.

Click the Order tab at the top of the Export window. Here you can select what order the columns you selected appear in your downloads.

Use the arrows to move a column up or down in its display order or use the left dropdown to select what order a column will display.

The columns will be displayed in left to right order, with 1 being the leftmost.

When you’re done, click Export to download your information.

If you select the email option, you will receive an email with the file as an attachment. If you did not choose to have the report emailed to you, you will need to download the file.

A Notifications window will appear on the right. Hover over your download and you’ll see an option to Download File. Once you click the button, the file will be saved on your device.

You also have the option to Delete the file if you no longer want it.