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9.5 Transfer History

The Transfer History Report shows you all of the transfers in and out of your account, and between programs.

To generate the Transfer History Report:

1. Select Reports from the top navigation menu.
2. Click on the report name Transfer History.
3. Enter your report generation criteria (leave a field blank to include all):
     a. Program
4. Click Generate Report. The page will display a “report status” while the report is being processed. Three report generation options will appear: Download PDF, Download CSV, and Preview Report. Select the report option that you would like to generate. (See Section 9.3 Report Guidelines for more information on each format.)

See also