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Excel and Visualization Exports

Valid8 provides multiple export options from the Bank Transactions window, including four Excel reports and the ability to export visualization charts as SVG images. Excel exports capture transaction data at varying levels of detail, while visualization exports allow you to save filtered chart views for use in reports and documentation. The rows included in any Excel export reflect the filters active on the transaction screen at the time of export.

 

Before You Begin

Have the following ready before starting:

  • Data analysis and AI categorization completed before exporting for best results

Steps

  1. From the process map, click the Bank Transactions tile.
  2. To export a visualization as an image: click the Visualizations tab in the top toolbar. Use the filter panel on the left to narrow the view to specific accounts or categories.
  3. Click the Image button to export the current chart view as an SVG file. This image can be used in reports or documentation.
  4. Return to the Transactions window. Click the Exports button on the right-hand side. Choose from the following four Excel export options:
    • Bank Transactions — lists all bank transactions.
    • Bank Transactions and Matched Items Details — lists all bank transactions plus any matched image detail lines.
    • Bank Transactions and All Items Details — lists all bank transactions plus all image detail lines.
    • Daily Account Balances — lists balances and graphs for each account. See the Daily Account Balances training module for more detail.
  5. Select an export option (e.g., Bank Transactions — Excel). Return to the process map and click the Exports tile.
  6. In the Exports window, check the checkbox next to the report, then click the Download icon to download the file.
  7. Open the Excel file and navigate between the tabs to view the data.

Tips & Common Questions

  • Filters affect export output. Always verify your active filters before exporting — only the rows visible on screen will be included in the Excel file.
  • SVG exports are ideal for court exhibits. The image export captures exactly what is displayed in the visualization, making it useful for documentation and legal exhibits.
  • Four Excel exports, four use cases. Use Bank Transactions for a clean transaction list, the matched/all items variants when check image details are needed, and Daily Account Balances for balance trend analysis.
  • There is also a Financial Activity Report. The transcript references a separate training module for this export — refer to that article for full details.